Event Agenda
- How much of your revenue comes from digital channels?
- What does a proper business case for digital look like?
- There is a lot of talk – but how much gets converted into tangible and measurable action?
- What – if anything – has emerged from any of the Incubators, Labs and other initiatives?
- Why does it take so long to transform the business?
- How do you create an ecosystem that genuinely embraces fintech?
- How do you create value out of digital? Will this change?
- Who has created any real impact – and how did they achieve this?
- Who will be the Tesla of Asian wealth management?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Nakul Kurup
Head of Digital Sales & Monetisation
OCBC Bank
Alvin Lim
Head of Digital, Singapore
HSBC
Lee Ng
Vice President, MetLife Innovation Asia, and Chief Operating Officer of Lumenlab
MetLife
Yashesh M. Kampani
General Manager, Banking and Financial Markets, ASEAN
IBM
Mark Wightman
Partner, Wealth & Asset Management Advisory
EY
- Financial well-being is becoming increasingly important given improvements in life expectancy, requiring greater planning. At the same time, there is a global shift in financial responsibility from the state to the individual, particularly around pensions, healthcare and education
- New generations are now more willing than ever to place their trust in non-traditional financial services providers; overall they have different needs, face more choice and are more transient
- In a world where there is greater access to information, digital innovation and breath of investment opportunities, who is best positioned to support investors’ needs, and how can we work together to improve the financial well-being of everyone?
This will discuss what matters most to clients and how digital advancements are changing the way clients select wealth management providers. Mark will examine key priorities for the HNW digital experiences, gaps in delivery and where firms should direct efforts to demonstrate value and deepen client loyalty. The purpose of this presentation is to engage the audience on several levels:
- Define past, present and future view of the digital landscape
- Identify technology experiences that impact loyalty
- Strategise the areas of high-impact for technology focus to drive engagement and loyalty
- A new digital wealth product begins with an idea – what idea is that?
- Working with multi-stakeholder institutions
- Learning, iterating and growing
- Automating complex regulations
- Digitising the client relationship
- Achieving client centricity and efficiency with ICOS/2
- Empower your business teams to design and deliver high-impact, sophisticated communications
- Tailor your workflows to the specific needs of each communication
- Apply a comprehensive, flexible approach to data quality
- Enable multi-channel distribution - users control what they get and how they get it
- If data is the next natural resource, how will investors best harness it?
- What analytical frameworks need to be developed?
- Why are actionable insights the ultimate goal?
Managing Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
- What does it take to be truly multi-channel digital?
- Where does Credit Suisse stand on its award-winning Digital Private Bank? And how is it used?
- Digitising one of the most ‘cumbersome’ processes in private banking: account opening
- How to digitise an RM’s daily work?
- Driving a digital business (“it’s not a programme, it’s a business")
- Placing the customer at the heart of what we do - how to embed a customer first mind-set into an organisation’s DNA
- How to make digital wealth a reality within your institution?
- Options for different segments: account aggregation, robo-advisory, hybrid advisory, thematic investing options, Sharia-compliance
- Regulatory progress and constraints across the region
- Organisational constraints to overcome
- What do RMs actually use?
- What are you really doing?
- Where are you spending money on digital?
- Can you quantify what it does? What are the KPIs?
- What’s the end-game – increase revenue? Drive new AUM? Spend more time with clients? Lead to an increase in sales?
- What's the business case?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse
Evy Theunis
Head of Wealth, Regional eBusiness Department, Consumer Banking Group
DBS Bank
En Lai
Head, Digital Strategy and Content, UBS Chief Digital Office, APAC
UBS Wealth Management
Smita Choudhary
Executive Director, Head, Digital and Business Transformation
Bank of Singapore
Urs Palmieri
Director, Financial Services Advisory, Performance Improvement Strategy
EY
Ryan Burdick
Senior Vice President, Global Head of Sales
Xignite
- Are robos gaining any real ground in Asian wealth management?
- Is it likely that the traditional investment process will change?
- What should be the role of a robo-adviser in today’s market?
- Are the smart algorithms in the background driven by actual investment professionals or just tech kids in the garage?
- What are the lessons to be learned so far from elsewhere in the world?
- How should robos be regulated? And what impact will this have on their potential?
- What’s the application of AI in robos?
- How will the impact of AI on the investment process? How will it evolve over time?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Bhaskar Prabhakara
Founder & Chief Executive Officer
WeInvest
Alex Ypsilanti
Chief Executive Officer and Co-Founder
Quantifeed
Chandrima Das
Chief Executive Officer & Co-founder
Bento
Artur Luhaaar
Chief Financial Officer & Co-Founder
Smartly
Duncan Klein
Head of Product Management
BondIT
Chia Wee Kee
Associate Partner
Synpulse
- The financial institution that creates clients insights will be the winner in the future
- Why the currency of success is no longer investments products – but information
- What’s the digital business model of the future?
- What’s the evidence to support this?
- What should banks be doing to prepare and position themselves in line with these trends?
- Currently, non-UHNWIs do not receive unbiased financial advice, and often face minimum balances, minimum investment periods, and high fees
- Now, technology can be used to transform investing so that we can (i) create sophisticated, personalised advice and portfolio management at a low cost, and (ii) distribute that advice and management through scalable, convenient, and user-friendly channels
- StashAway uses technology to bring institutional-level investment strategy and services to everyone, regardless of net worth or portfolio size, so that we can help them grow their wealth faster
- Investing in the world's most promising asset class
- Diversification and portfolio risk mitigation impacts
- Net positive portfolios
- Bridging wealth synergies across generations
- Technology evolution and what is means for wealth
- Creating a backbone for clients to consolidate all their financial requirements
- Opportunities for clients to access and manage their personal analytics
- Silos exist in any organisation – and those organisational silos have historically given rise to technology silos; think the marketing department owning the website while the IT department owns internet banking, with each typically being implemented using different technologies
- Some of the challenges with siloed technology are inconsistent user experiences, inability to provide information that is contextually relevant, and so on
- In this session we’ll demonstrate how customers have used Liferay Digital Experience Platform to enable co-operation between organisational silos and to implement solutions that break down technology silos
- An overview of the key areas in order to be compliant with both TRM Notice and Guideline, as well as the Guidelines on Outsourcing Managing data inventory, to help you develop risk management framework and a base for effective disaster recovery and business continuity management
- Perform responsible outsourcing to prevent financial loss, reputational damage and regulation breaches
- How do you convert your organisation to a data-first company?
- The banks are not big on data – should there be a role for data scientists?
- How do we bring data to life?
- What’s the pitfalls for your business if you don’t do this?
- With the world becoming increasingly volatile – how do you get the relevant inputs and make them mean something?
- How do you match up to what is important to people personally, and what are the consequences and impact on their view?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Charlie O’Flaherty
Partner
Crossbridge Capital
Michiel van Selm
Director - Director Customer Impact & Growth, Financial Services Industry Practice
PwC
Alex Medana
Founding Partner & Chief Executive Officer
FinFabrik
Vineet K Vohra, CFA
Director & Practice Leader
Arete Financial Partners
Joe Rothermich, CFA
Director, Data Science, Thomson Reuters Labs
Thomson Reuters
Workshops
- Silos exist in any organisation – and those organisational silos have historically given rise to technology silos; think the marketing department owning the website while the IT department owns internet banking, with each typically being implemented using different technologies
- Some of the challenges with siloed technology are inconsistent user experiences, inability to provide information that is contextually relevant, and so on In this session we’ll demonstrate how customers have used Liferay Digital Experience Platform to enable cooperation between organisational silos and to implement solutions that break down technology silos
- An overview of the key areas in order to be compliant with both TRM Notice and Guideline, as well as the Guidelines on Outsourcing Managing data inventory, to help you develop risk management framework and a base for effective disaster recovery and business continuity management
- Perform responsible outsourcing to prevent financial loss, reputational damage and regulation breaches