PROVISIONAL AGENDA

Stream 1
Stream 2

KEYNOTE PANEL: THE WEALTH MANAGEMENT & PRIVATE BANKS LEADERS’ PERSPECTIVE

  • What issues are at the top of the agenda for the CEO & COO of successful wealth management firms and private banks?
  • How do you build a leading wealth management firm or private bank in the digital age?
  • How will the wealth management model need to develop to deal with changing innovation, competition, regulation and demographics?
  • Is most successful industry change principally driven by new technology or driven by consumer needs?

PANEL DISCUSSION: DIGITALLY TRANSFORMING STRATEGIES FOR WEALTH MANAGEMENT FIRMS, PRIVATE & RETAIL BANKS

  • When thinking about driving digital transformation what should the key priorities for leaders be to stay ahead in this industry?
  • When thinking about driving digital transformation what should the key priorities for leaders be to stay ahead in this industry?
  • 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: ROBO-ADVICE & INVESTING: CLIENT CENTRIC AND INNOVATIVE DIGITAL EXPERIENCE

  • 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 are APIs and next-gen white label robo solutions making it easier for wealth managers to upgrade their offerings to clients?
  • How can robo-adviser models create a strategy that retains high-net-worth clients?
  • In the UK (and globally) we are facing a significant pension and retirement savings deficit – what future innovation or policy could affect the most positive change?

PANEL DISCUSSION: SHAPING CUSTOMER EXPERIENCE AND DRIVING LONG TERM CLIENT 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 management firms and retail banks work with technology or platform providers to build or enhance D2C, intermediated or workplace distribution channels?
  • How can wealth management firms and retail banks work with technology or platform providers to build or enhance D2C, intermediated or workplace distribution channels?
  • Can you meet the different needs of customers by offering a hybrid of human and digital service offering?
  • What impact has open banking and API’s had on the customer experience?

PANEL DISCUSSION: REGULATORY CHALLENGES AND WORKING WITH MIFID II, GDPR AND PSD2

  • 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 managers and FIs meet regulatory obligations, such as MiFID II, PRIIPS, PSD2, GDPR and governance requirements?
  • What more can regulators do to support the innovation within the wealth and retail banking industry?
  • What are successful strategies to overcoming the regulatory hurdles when advancing investing products such as the robo tool?

PANEL DISCUSSION: USING TECHNOLOGY (AI, ML, BIG DATA & ROBOTICS) TO BETTER SERVE THE CUSTOMER AND BANK OF THE FUTURE

  • Which technologies are delivering on their promises to generate alpha or smart beta, enhance efficiency or reduce costs?
  • What do banks need to do to overcome legacy issues and integrate new technologies?
  • How can banks and wealth managers assess the ROI on different technologies in order to determine which to invest in, and which to partner or outsource?
  • AI and other technologies, what is the evidence of it now working in this space and improving client experience?

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

  • What have proven to be the most successful models for partnerships between financial institutions and startups and scale-ups in the wealth and retail banking space?
  • What are the benefits to financial institutions that actively engage with the startup market?
  • What are the differences in the way financial institutions assess potential investments in WealthTech and FinTech companies compared to VC investors?
  • What factors matter most to investors as they look to determine potential winners?
  • How should startups and scale-ups choose the right VC backers and corporates to collaborate with?

PRODUCT DEMOS (Part 1)

Demos from 22 of the most innovative WealthTech companies (startups, scale-ups and established providers) that every financial institution needs to know about, as chosen and voted for by delegates at the Summit.
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