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Agenda at a glance

9.00am
Welcome Address
9.05am
Panel Discussion
Does digital really matter to your success?
9.55am
Presentation
The future of investment advice
10.05am
Presentation
The quest for client loyalty and value: re-assessing the digital landscape
10.15am
Presentation
Digital wealth: automation, deployment, engagement
10.25am
Presentation
Robo-advisory for a more efficient front-office
10.35am
Refreshment & Networking
11.05am
Presentation
Differentiate your firm with world-class, innovative client communications technology
11.15am
Presentation
Turning information into insights
11.25am
WealthTalk
Credit Suisse’s successful digital transformation - a look back and ahead
11.35am
WealthTalk
Let’s get down to business
11.45am
WealthTalk
Enabling digital wealth options in Asia
11.55am
WealthTalk
Role of robo-advisors in banks - will the RM stay?
12.05pm
Panel Discussion
Let’s stop talking about fluffy stuff - what is really happening?
12.50pm
Lunch & Networking
1.40pm
Panel Discussion
Is there a tangible role for robos and AI?
2.25pm
WealthTalk
The fourth digital revolution in wealth management: information
2.35pm
WealthTalk
The emergence of hybrid advisory models
2.45pm
WealthTalk
Using technology to bring institutional-level investing to everyone
2.55pm
WealthTalk
Natural capital, blockchain, and the future of wealth management
3.05pm
Refreshment & Networking
3.30pm
WealthTalk
Rising trends in Asia family offices: digital revolution and opportunities
3.40pm
Presentation
Breaking down silos in financial services
3.50pm
Presentation
9 basic steps towards TRM compliance
4.00pm
Panel Discussion
How can you finally make use of your data?
4.45pm
Forum Ends

Workshops

11.05am
Workshop
Breaking down silos in financial services
11.55am
Workshop
9 basic steps towards TRM compliance