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The Digital Transformation of US Private Banking and Wealth Management - Breakfast Roundtable


17 March 2016 @ 08:00 local time


New York City

The Digital Transformation of US Private Banking and Wealth Management - Breakfast Roundtable

Digitalization is having a major impact on private banks and wealth management institutions. They are rethinking their business models and technology strategies to meet the ever-growing expectations of digitally-savvy high-net-worth clients – and to anticipate the evolving needs and demands of their customers over their investing lives.

The rise of digital is also empowering the mass affluent to demand the types of products and services traditionally offered only to very high-net-worths, while a significant tranche of existing customers continue to demand in-person service, forcing banks and wealth managers to implement multi-channel approaches without driving up operational costs further.

All of this needs to be managed in an increasingly competitive landscape, fueled by new entrants with technology-driven, customer-oriented approaches – and in the context of legacy systems and processes that need to be modernized for the digital age.

Finextra and EPAM Systems invite you to an exclusive invitation-only roundtable breakfast to discuss this digital transformation. The roundtable - moderated by Finextra and featuring input from industry leaders from private banks, wealth management institutions, technology providers and analyst firms - will debate a series of key questions including:

  • What are the expectations of the new generation of wealth management customers? How will they leverage technology in their banking relationships? How can banks ensure their relevance?
  • How will the needs of these customers for wealth management change during their lives? How can banks leverage data and analytics to discover this and build strategies around their findings?
  • How can digital channels be supported by back end infrastructures in banks and wealth management institutions? What happens to legacy?
  • How can banks continue to cost effectively meet the needs of customers who don’t want to go digital? How can they encourage this segment to embrace digital?
  • What tools do advisers need in the digital age? Is it possible for technology to match the service provided by in-person relationship management?
  • How is the competitive landscape for wealth management changing? How can banks leverage digital and fintech innovation to respond?
  • Can digital help private banks and wealth managers to reduce operational costs and increase operational efficiency?

The discussion will examine the challenges private banks and wealth firms face as they embark on the digital journey, providing practical insights to apply as they develop digital strategies and enter into projects to execute them.

Speakers include:

  • Paul Metcalfe, Regional Business Manager – Wealth Management, Thomson Reuters
  • David Lo, Associate Partner, Head of US Client Insight, Scorpio Partnership
  • Joe Ziemer, Director Business Development and Communications, Betterment Institutional
  • Panos Archondakis, Senior Director, Wealth Management, EPAM
  • Moderator: Thea George, Director of Research, Finextra

All Finextra roundtables take place under the Chatham House Rule. Please save the date:

  • When: Thursday 17th March 2016. Starting at 8:00 and ending at approximately 10.30 local time
  • Where: SWIFT, 7 Times Square, 45th floor, New York, NY 10036

Register your interest now to join us for what we are sure will be an entertaining and insightful morning of networking and discussion in the company of your industry peers.

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