Conference/Exhibition
See all Events »
Digital transformation in Wealth and investment advisory - A Banking Byte Event

When:

17 September 2015 @ 17:45 UK time

Where:

Level39, One Canada Square, Canary Wharf, London, E14 5AB

Digital transformation in Wealth and investment advisory - A Banking Byte Event

Asset/wealth management and premium retail banking industries are structurally changing with technology and digital transformation blurring the lines between the advisory services that can be offered to the ultra high-net-worth, high-net-worth and mass affluent. The adoption of digital technologies is driving down the cost of advisory services and enabling banks to deliver leading advisory to a broader number of clients, irrespective of their value as an investor.

Mass affluent and Premium retail banking clients are routinely requesting access to products that were traditionally only available to highly sophisticated or high-net-worth investors, including more personalized, 1:1 advisory services. This Banking Byte discussion will look at how digital, design, user experience and innovation strategies have removed the need for high-cost, in-person advisory. It will discuss how innovative technology can provide a cost-effective solution for delivering more personalized advisory services to investors at the lower end of the investment scale while retaining the first-class levels of services required by higher net worth investors.

As the convergence between the retail and corporate worlds continues to accelerate the discussion will also look at how the service expectation of investors is changing based on the digital experiences they have in their personal lives, through firms like Apple and Amazon.

Finextra and EPAM invite you to an exclusive evening event commencing with a Champagne reception and closing with an opportunity for networking with your industry peers including drinks and canapés. Our speakers include:

  • Phil Allen, Director, Digital, Wealth and Retail Investments, Lloyds Banking Group
  • Mike Harding, Chairman, Oliver Wyman Digital Network
  • Ashley Globerman, Analyst, Wealth Management Practice, Celent
  • Matt Farrar, VP Design & Innovation, EPAM
  • Tim France-Massey, Head of Digital & Data, Barclays Wealth & Investment Management

Via a series of presentations and a panel session our speakers will discuss:

  • Technology is blurring the boundaries between the services that can be offered to high-net-worth investors and the mass affluent
  • Premium retail banking clients are routinely requesting access to products that were traditionally only available to highly sophisticated investors
  • The adoption of digital technology has removed the high cost of in-person advisory
  • Technology, innovation, design and user experience is enabling advisory services to be delivered to a wider population of investors, particularly at the lower end of the investment scale, without compromising on quality
  • The convergence of the retail and corporate worlds, and the digital services offered by firms such as Apple and Amazon, is changing investor expectation
  • Partnerships opportunities with and what can be learnt from fintech providers and start-ups

Please note, priority will be given to employees of regulated financial services institutions.

The Payments Transformation Race: Criteria for Success
Find out more
Dorsum white paper - Building your future wealth management solution vol. 2
Upcoming events
See all Events »
NextGen Nordics 2019

NextGen Nordics 2019

26 November 2019

Thank you very much for your interest in NextGen Nordics: P27 Momentum. There is no charge to attend the event however, there is a limited number of places available, and priority goes to registrations from Banks and regulated financial services organisations. Your registration will be held in a queue, and confirmation will be provided once we have consulted with our event partners, P27.

How smart is your data? Transform operations and customer engagement using advanced data technology

How smart is your data? Transform operations and customer engagement using advanced data technology

3 December 2019 at 15:00 UK time

Join Finextra, MarkLogic and industry experts on Tuesday 3 December 2019 at 15:00 UK time as we discuss how the use of new technology is increasingly transforming the way financial service providers are interacting with their customers.

Mobile security threats: What will keep banks awake in 2020

Mobile security threats: What will keep banks awake in 2020

10 December 2019

Join Finextra, OneSpan and industry experts on Tuesday 10 December 2019 at 15:00 UK time, as we discuss the growing challenges that financial institutions are facing of managing and growing the mobile channel, including- crucially- keeping it secure.