Event Agenda
Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse
- 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?
- How will firms in Asian wealth management use technology and digital to improve the business?
- What's innovative, interesting or challenging to you?
- How do you create an ecosystem that genuinely embraces fintech?
- What will firms be spending money on next year? Is your technology budget getting bigger?
- How do you select vendors today?
- How do you view the different regions from a technology perspective?
- What are the trends in Regtech?
- How do you feel with the security risk that comes with digitisation?
- What stops your private banker from communicating in ways they should not?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Michael Haupt
Chief Operating Officer, Investment Advisor, Asia Pacific
Vontobel Wealth Management
Terence Tam
Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division
Nomura
Mark Buesser
Chief Executive Officer
IMTF
Marko Milek
Head of Global Exchange, APAC
State Street
Thomas Achhorner
Global Head of Solutions
additiv
Ian Woodhouse
Senior Business Advisor
Orbium
- We all have new expectations
- Technology is not the solution
- Crafting the right digital experience
- Delivering a client-centric wealth management offering
- Creating a unified front-to-back office platform
- How technology can support life cycle
- Leveraging FinTech technology
- Automating complex regulations
- Digitising the client relationship
- Achieving client centricity and efficiency with ICOS/2
- 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?
- 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
- Solving some real problems
- Enabling you to have a more holistic and advice led approach
- Investing in the world’s most promising asset class
- Diversification and portfolio risk mitigation impacts
- Net positive portfolios
- How sharing of client information is the new way to play for bankers in the digital age?
- Are Private Bankers worried about the fact digital allows the bank to directly interact with clients?
- How does voice to text and analytics give banks further control over the banker and their client interaction?
- Focus on the Customer Key Technology Drivers
- Have we forgotten the back office?
- Innovations
- What's your value proposition and why will it be successful?
- What does the term ‘Robo’ mean to you?
- Have consumers, banks and consultants really embraced ‘new stuff’?
- Who will rock the boat?
- What does the platform of tomorrow look like?
- Is it likely that the traditional investment process will change?
- What does a proper business case for digital look like?
- How are FinTech companies partnering with larger more established institutions?
- What makes these partnerships work - what both sides are looking to achieve?
- Who invests in FinTech companies?
- What has emerged from any of the Incubators, Labs and other initiatives?
- There has been lots of talk – but what’s next?
- Whats really under the lid? Is there any genuine innovation?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Mathias Helleu
Executive Chairman
8 Securities
Ned Phillips
Founder and Chief Executive Officer
Bambu
Phil Neilson
Chief Executive Officer
Just Service
Alex Ypsilanti
Chief Executive Officer and Co-Founder
Quantifeed
Bhaskar Prabhakara
Founder & Chief Executive Officer
WeInvest
Donald Soo
Group CEO and Founder
Malabar AI Limited
- Making sense of crypto and blockchain - what are the real applications & implications in financial services?
- What are the lessons to be learned so far from elsewhere in the world?
- Where should you be based? Hong Kong, Singapore or China?
- What are the Legal & Ethical Challenges?
- Could AI recalibrate wealth management in Asia?
- Will machine learning transform investment strategies?
- Are the smart algorithms in the background driven by actual investment professionals or just tech kids in the garage?
- How should robos be regulated? And what impact will this have on their potential?
- What will be the impact of AI on the investment process? How will it evolve over time?
Chair
Christophe Lee
Founder
JP Asia Partners
Panel Members
Julian Kwan
Chief Executive Officer
InvestaCrowd
Stanley Chao
Co-founder and Head of Data Science
Red Pulse
Seamus Donoghue
Director
Lykke
Adrian Gostick
Chief Revenue Officer
BondIT
Ralph Mogicato
Entrepreneur, Independent Senior Advisor, Professional Board Member, Angel Investor
Swiss ICT Investor Club
- Short-term headwinds facing Private Banks
- Cost challenges of traditional operating models (inefficient and inflexible)
- The essential move along the value chain to address cost challenges
- Prioritizing investments and automation to support this move
- Driving innovation through an ecosystem of digital partners
- Future C level challenges and opportunities
- 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?
- A preview of what a 100% digital relationship without an advisor could look like
- Evolution of digitisation from back to front office
- Increasing use of data, cloud computing and AI
- Current stumbling blocks and outlook
- Next generation wealth management – what will it look like and what does it mean to you?
- Wealth advisory services – how are they impacted by digital?
- How should bankers embrace digital?
- How can you save time and money?
- How will digital provide new insight into their clients and what is the best way to service them?
- Can you outsource the boring but important stuff?
- Can you quantify what it does? What are the KPIs?
- How can you deal with all the operational issues and keep secure?
- Database security and cyber security – what does this mean to you?
- Regulation and compliance - what can technology do to help?
- What will you be in the future: a platform? A product manufacturer? Or a distributor?
- Millennials create a unique conundrum for big banks - how should you cater to their digital expectations?
Chair
Christophe Lee
Founder
JP Asia Partner
Panel members
Michiel van Selm
Chief Operating Officer
Canopy
David Wilson
Head of Asia Wealth Management
Capgemini
Frank Henze
Practice Lead - Financial Services IT
Trimantium GrowthOps
Amar Bisht
Head of Wealth Strategy and Advisory
Orbium
Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse
Abhra Roy
Head, Finacle Wealth Management Solution
Infosys Finacle