Dates: February 15-16, 2017 | Register here
Prices: starting from GBP 499,-, free entry for CEOs/MDs/Heads of Function from a Private Banks/Wealth Management companies
Location: London, The United Kingdom
Digital Integration in Wealth Management 2017
Arena International is pleased to announce the launch of the inaugural Digital Integration in Wealth Management conference. This exciting new event will be the only meeting to focus specifically on how wealth management firms and private banks can integrate digital capabilities with existing processes to enhance client engagement and reach new segments.
The 1st Annual Digital Integration in Wealth Management is the only event to focus on integration of digital capabilities with existing processes to enhance client engagement and reach new segments
The conference aims to provide an interactive platform for you to discuss how you can create a practical roadmap towards digital integration in order to remain competitive and future-proof your services. Delegates will debate, investigate and share best practices on topics such as the impact of robo-advice, millennials and other disruptors, how to create omnichannel client journeys and achieving successful integration in-house and with technology partners.
At this unique two-day event, delegates can avail of unique networking opportunities with industry peers and cutting-edge technology providers, an interactive program and thought-provoking presentations delivered by thought-leaders in wealth management.
Extensively researched with the leading wealth management firms and private banks, the program for the 2017 Digital Integration in Wealth Management conference includes an exciting mix of presentations, panels and roundtable discussions.
The Digital Integration in Wealth Management conference promises to offer delegates the opportunity to discover new strategies to face the most prominent challenges when integrating digital into their organisation.
Extensively researched with the support of the leading European firms and private banks, this year’s program will comprehensively cover how your organisation can integrate digital capabilities into your existing business.
The first day of the conference will open by discussing how you can take the first steps towards digital integration. With ‘digital’ increasingly becoming a buzzword in the industry, it is important that you interrogate what digital means for your organisation and how it can best serve your clients. The speakers in this section will explore multiple definitions of ‘digital’ to investigate potential routes towards integration for your firm.
The discussions will continue in the form of exploring the impact of robo-advice and other disruptors on the industry. A changing landscape and client base means that wealth management organisations need to stay ahead of the competition by determining how best to respond to the drivers for digital integration.
The presentations in this section will discuss how millennials are changing the market to determine new expectations for digital integration in wealth management, how smartphones and tablets are driving demand for digital capabilities and what wealth management firms can learn from robo-advice platforms.
On Day 2, delegates will gain key takeaways in the form of practical strategies that they can apply to successfully integrate new technology and bring about business change. Specifically, the presenters, which include Deutsche Bank and LGT Vestra, will be looking at the role of system integration in customer relationship management and Beyond Banking services.
The conference will end with roundtable sessions which will provide delegates with the opportunity to discuss key topics in-depth in an informal, discussion-based format.