On June 30th, 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 digital 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.

The panel 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 technologies. 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 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 position. The panel will therefore look at the advantages for those who get this right and the risks for those who fail to take the right steps or who misdirect their technology investments.

Jun 30

The Next Generation of Digital Tools for Asia’s Wealth Manag...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Ravi Kanteti

Bain & Company

David Wilson

Accenture

Andrew Bresler

InvestCloud

Mark Wightman

EY

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Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

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Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 15.00pm

    The Next Generation of Digital Tools for Asia’s Wealth Managers and Private Clients

    • What are the key trends taking place in wealth management globally and particularly in Asia, and where are the biggest challenges and opportunities that digital solutions can help overcome?
    • What are the key priorities in terms of boosting internal and operational efficiencies and achieving cost savings?
    • What are the key solutions that will help deliver greater client centricity, personalisation and client satisfaction?
    • How can digital help to elevate the skills, capabilities and productivity of the RMs and advisors?
    • What part does CLM/CRM play in delivering personalisation, relevance, suitability and client loyalty?
    • What about the vital role of data management and analytics and the application of AI and Machine Learning?
    • How do you make the right decisions and then expedite and implement them effectively?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Wilson

    APAC Wealth Management Lead

    Accenture

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Consulting Leader

    EY

    Andrew Bresler

    Business Development Executive

    InvestCloud

    Ravi Kanteti

    Associate Partner - Singapore

    Bain & Company

  • 16.00pm

    Webinar Ends

Jun 30

The Next Generation of Digital Tools for Asia’s Wealth Manag...

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Ravi Kanteti

Bain & Company

David Wilson

Accenture

Andrew Bresler

InvestCloud

Mark Wightman

EY

Jun 30

The Next Generation of Digital Tools for Asia’s Wealth Manag...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Jun 30

The Next Generation of Digital Tools for Asia’s Wealth Manag...

3.00pm - 4.00pm HKT/SGT

REGISTER