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Data is the new oil, an expert at a Hubbis live event pronounced back in 2018. On July 20th, Hubbis will host a virtual Digital Dialogue discussion focusing on the application of the latest digital solutions in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies of private bankers, IAMs, MFOs, SFOs and across the broad wealth management community in the region.

The mission will be first to set the scene and provide the right context, with the panel of wealth management and Fintech/technology experts discussing the nature of the Asian wealth management market, defining the evolving business trends, and then identifying the data-centric digital solutions needs for the years ahead.

Everyone knows that the pandemic has turbo-charged the drive towards digitisation, some of which is more catch-up and some of which is more forward-looking, proactive and market-leading. Accordingly, these experts, all leaders in their fields, will mine down to analyse where technology investment is focused today, from back-end to front-end, where it has been most effective, and where the newest and forthcoming digital solutions will be able to significantly enhance the offerings.

Zooming in on the theme that data is the new oil, the panel will also focus in particular on data, data management, data analytics, AI and ML, to debate why data is so important to personalisation and the wealth management journey, and what digital tools, protocols and approaches private banks and wealth management firms could adopt to enhance this vital area. They will also analyse whether technology investment is being properly targeted and executed, and they will discuss how the wealth management organisations competing in the Asia region can best select, adopt, and also assimilate these new data management and data leveraging technologies to the best effect.

The reality is that much time and money can be wasted by not taking the right approach to digitalisation and by making the wrong decisions. But on the other hand, they will analyse the types of smart, targeted investments taken with clearly defined data-centric operational and business goals in sight – all with the private client’s needs and experience front of mind – and how those will significantly boost their competitive positions.

Jul 20

Data Management, Data Analytics, AI and ML – Their Roles in...

3.00pm - 4.00pm HKT/SGT

Featured Partners
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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

David Wilson

Accenture

Jitendra Tekchandani

DBS Bank

Andrew Bresler

InvestCloud

Ronald Yim

StashAway

Darell Miller

Wealth Dynamix

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Event Agenda
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  • 3.00pm

    Data Management, Analytics, AI and ML: Helping to Elevate the Wealth Management Proposition

    • To set the scene, why is data the new oil for business of all types, and why is data management so important for the wealth management industry?
    • What are the key trends taking place in wealth management globally and particularly in Asia, and where are the biggest challenges and opportunities that data-centric digital solutions can help overcome?
    • What data management digital solutions and tools exist to help boost personalisation and the client journey, and where does AI and ML fit in?
    • Where does AI-enhanced data link into other key protocols, such as CLM and CRM? 
    • As the client evolves, so also the wealth management proposition must evolve. Is this where ML fits in?
    • What are the key competitive advantages of solutions that will help deliver greater client centricity, personalisation and client satisfaction? 
    • How can data management and analytics help to elevate the skills, capabilities and productivity of the RMs and advisors?
    • How do the private banks and wealth firms make the right decisions around data and related digital tools, and then expedite and implement them effectively?
    • What is coming next?
    • Will AI & ML remove the role of an Advisor or other roles within the firm?
    • How do you ensure that AI doesn’t dilute/cheapen wealth management?
    • What are the benefits and challenges of integrating AI into wealth management platforms?
    • How will AI shape investing and wealth management? Can AI provide investment advice? What are the risks and limitations?
    • How can individuals make informed decisions with AI-generated financial advice?

    Speakers

    Darell Miller

    Managing Director APAC

    Wealth Dynamix

    Ronald Yim

    General Manager, Hong Kong

    StashAway

    Jitendra Tekchandani

    Executive Director, Customer Science & Segment, Wealth Management

    DBS Bank

    Andrew Bresler

    Chief Revenue Officer & Deputy General Manager – APAC

    InvestCloud

    David Wilson

    Principal Director, Asia Wealth Management Lead

    Accenture

  • 4.00pm

    Webinar Ends

Jul 20

Data Management, Data Analytics, AI and ML – Their Roles in...

3.00pm - 4.00pm HKT/SGT

Speakers

David Wilson

Accenture

Jitendra Tekchandani

DBS Bank

Andrew Bresler

InvestCloud

Ronald Yim

StashAway

Darell Miller

Wealth Dynamix

Jul 20

Data Management, Data Analytics, AI and ML – Their Roles in...

3.00pm - 4.00pm HKT/SGT

Partners
Jul 20

Data Management, Data Analytics, AI and ML – Their Roles in...

3.00pm - 4.00pm HKT/SGT