This edition of the Hubbis Digital Dialogue Series will mine down into the digital shafts to assess to what extent the global pandemic has accelerated the need for digital solutions in the world of wealth management, and to what extent this would have occurred in any case, albeit over a somewhat more extended timetable. Will digital solutions be in even greater demand in the months and years ahead within local wealth management firms?

The truth is that nobody on planet earth knows how this pandemic will play out and whether the world we share will return to its former shape sooner, later or perhaps never in quite the same form. But what we do know is that the role of digital technology and solutions will have been made more compelling than ever due to the current shutdown of business travel, of business meetings, and even of social and family gatherings.

Right from the initial contact with a prospective HNW or UHNW or possibly mass affluent client technology and all the way through all the different stages and elements of the Client Lifecycle Management protocol in wealth management, digital solutions have been revolutionising the client’s interface with their banks and advisers.

Where precisely along this chain will digital solutions be in even greater demand in the months and years ahead? How are local banks improving their digital platform and capabilities? How can banks / wealth managers serve the mass affluent segment better and improve the proposition? How must they evolve their operating model? What’s their strategy to build the wealth business? How can they increase profitability and reduce cost?

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Aug 20

Local Wealth Management – Embracing Digital to Improve the P...

3.00pm - 4.00pm HKT/SGT

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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

Julien Le Noble

Finantix

Shaun McKenna

SS&C Technologies

Karsten Kemna

Crealogix

Avishek Nandy

Bain & Company

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  • 15.00pm

    Local Wealth Management – Embracing Digital to Improve the Proposition

    • How are local banks improving their digital platform and capabilities?
    • How can banks / wealth managers serve the mass affluent segment better and improve the proposition?
    • How must they evolve their operating model?
    • What’s their strategy to build the wealth business?
    • How can they increase profitability and reduce cost?
    • Are banks forming partnerships and with whom?
    • What is the role of the RM? How can you enable them?
    • What is the private banking LIGHT model?
    • What products should they sell to who?
    • Does the concept of delivering advice in local markets really exist?
    • How can they get the wealth continuum right?
    • How can they leverage of other parts of their own bank?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Karsten Kemna

    Managing Director, Asia Pacific

    Crealogix

    Will Lawton

    Global Head

    QUO

    Avishek Nandy

    Partner

    Bain & Company

    Julien Le Noble

    Senior Director

    Finantix

    Shaun McKenna

    Senior Director of Product, Sales and Client Relations

    SS&C Technologies

  • 16.00pm

    Webinar Ends

Aug 20

Local Wealth Management – Embracing Digital to Improve the P...

3.00pm - 4.00pm HKT/SGT

Speakers

Julien Le Noble

Finantix

Shaun McKenna

SS&C Technologies

Karsten Kemna

Crealogix

Avishek Nandy

Bain & Company

Will Lawton

QUO

Aug 20

Local Wealth Management – Embracing Digital to Improve the P...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Aug 20

Local Wealth Management – Embracing Digital to Improve the P...

3.00pm - 4.00pm HKT/SGT