PROVISIONAL AGENDA

Stream 1
Stream 2

KEYNOTE PANEL: THE WEALTH MANAGEMENT LEADERS’ PERSPECTIVE

  • What issues are at the top of the agenda for the CEO & COO of successful wealth and asset management firms?
  • How do you build a leading wealth or asset management firm in the digital age?
  • How will the wealth and asset management model need to develop to deal with changing innovation, competition, regulation and demographics?

KEYNOTE PANEL: LEADING DIGITAL TRANSFORMATION OF WEALTH & ASSET MANAGEMENT

  • What are the key priorities for leaders driving digital transformation across their organizations?
  • What factors will determine which financial institutions will become the leading players in the industry over the next few years?
  • How will innovation redefine the research, investment and distribution processes?

PANEL DISCUSSION: LATEST INNOVATIONS IN ROBO INVESTING AND ADVISORY

  • How far have robo investing and advisory capabilities developed and what is the impact on asset flows for wealth managers that integrate robo solutions?
  • How can new companies build profitable businesses by offering retail savings, pensions and micro-investing products?
  • How are APIs and next-gen white label robo solutions making it easier for wealth managers to upgrade their offerings to clients?

PANEL: THE IMPACT OF AI, MACHINE LEARNING, COGNITIVE COMPUTING & DLT

  • Which technologies are delivering on their promises to generate alpha or smart beta, enhance efficiency or reduce costs?
  • What do banks and asset managers need to do to overcome legacy issues and integrate new technologies?
  • How can banks and wealth and asset managers assess the ROI on different technologies in order to determine which to invest in, and which to partner or outsource?

PANEL DISCUSSION: KEEPING AHEAD OF INNOVATION IN PRIVATE BANKING

  • What innovations do HNW and family offices want to see from their private banks?
  • What does the customer journey need to look like and what technology solutions are available to meet customer expectations?
  • To what extent do digital-only banks serve the needs of new customer segments or challenge the customers of traditional private banks?

PANEL: OVERCOMING REGULATORY CHALLENGES & IDENTIFYING NEW OPPORTUNITIES

  • To what extent is regulation perceived to hinder firms from expanding their technology capabilities and developing new digital propositions?
  • How can technology providers help wealth and asset managers meet regulatory obligations, such as MiFID II and PRIIPS, and governance requirements?
  • What more can regulators do support the innovation within the wealth and asset management industry?
  • What are successful strategies to overcoming the regulatory hurdles when advancing investing products such as the robo tool?

PANEL DISCUSSION: THE VC INVESTOR PERSPECTIVE

  • Which technologies and subsectors will be the most attractive to VC investors over the next year?
  • What factors matter most to investors as they look to determine potential winners?
  • How should startups and scale-ups choose the right VC backers?

PANEL DISCUSSION: CORPORATE INVESTMENTS & PARTNERSHIPS WITH STARTUPS & SCALE- UPS

  • What have proven to be the most successful models for partnerships between wealth and asset management firms and startups and scale-ups?
  • What are the benefits to financial institutions that actively engage with the startup market and what opportunities are being missed by those waiting on the sidelines?
  • What are the differences in the way financial institutions assess potential investments in WealthTech companies compared to VC investors?

PANEL DISCUSSION: ENHANCING CUSTOMER ENGAGEMENT

  • What are the most effective content and data strategies for engaging with discretionary, advisory, institutional, retail or end investor client segments?
  • How can wealth & asset management firms work with technology or platform providers to build or enhance D2C, intermediated or workplace distribution channels?
  • How should digital innovation be used to improve the customer/client experience?

PANEL DISCUSSION: WEALTH MANAGEMENT FOR RETAIL BANKING CUSTOMERS

  • Are wealth and asset management firms looking to partner with retail banks for new distribution channels?
  • How can retail banks help their customers manage their wealth without the need of wealth managers?
  • How is digital and mobile impacting the wealth and asset management service for customers and how can it be provided through retail banking approach?
  • What successful partnerships have there been between retail banks and online investment services?
  • How can institutional asset managers tap into the retail market?

PRODUCT DEMOS (Part 1)

  • Demos from 20 of the most innovative WealthTech companies (startups, scale-ups and established providers) that every financial institution and asset manager needs to know about, as chosen and voted for by delegates at the Summit.

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