The Hubbis Digital Dialogue of February 4 will look in-depth at the whole concept of digital solutions to enhance client engagement and to improve the curation then delivery of relevant, and potentially tailored advice. As the universe of digital solutions being promoted and rolled out across the region’s offshore and onshore wealth management markets expand apace, it is clear that any wealth management institution wanting to compete in the future will need to be at the cutting edge of client engagement, promoting an optimal client experience, especially in the age of Covid-19 where remote dominates the landscape, by necessity but also increasingly by inclination. Leveraging data, analytics, AI, machine learning, and a host of client-friendly digital media are all vital to top-flight advice, client engagement and loyalty. In short, those wealth management institutions that drag their feet on these matters will be weakening their position via-a-vis incumbent competitors, as well as opening the doors to all types of new entrants and challengers.

How can digital technologies help private banks and independent wealth management firms better engage with their clients? How can the advice be made more relevant, more informative, more tailored and more engaging? Where is robo-advisory best targeted, only at the retail/mass affluent, or potentially towards the HNW community as well? How can robo-advisory, language processing, enhanced data, state-of-the-art analytics, AI, and machine learning come together to improve client engagement and the efficiency and capabilities of the forward-facing advisors? How do the private banks and IAMs/EAMs decide what solutions to acquire, and then how to work with the FinTechs and other digital solutions providers? Having committed to spend, how do they ensure they are getting what they bargained for, and achieving value for money and a significant advance? Do banks and firms buy one product/solution or take a more modular approach? Do these banks and firms buy only the solution, or do they also farm out the operation and servicing of the solution? What does the digital bank of tomorrow and asset management firm look like, and will digital solutions, engagement and advice be allied to a genuinely more client-centric approach?

 

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Feb 4

Client engagement and the delivery of digital advice

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

Damien Mooney

BlackRock

Richard Green

Standard Life Aberdeen

Ronan Leonard

Refinitiv

Nicole Bodack

Accenture

Damien Piper

Finantix

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Event Agenda
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  • 15.00pm

    Client engagement and the delivery of digital advice

    • How can digital technologies help private wealth management firms better engage with their clients?
    • How can the advice be made more relevant, more informative, more tailored and more engaging?
    • Where is robo-advisory best targeted, only at the retail/mass affluent, or potentially towards the HNW community as well?
    • How can robo-advisory, language processing, enhanced data, state-of-the-art analytics, AI, and machine learning come together to improve client engagement and the efficiency and capabilities of the forward-facing advisors?
    • How do the private banks decide what solutions to acquire, and then how to work with the FinTechs and other digital solutions providers?
    • Having committed to spend, how do they ensure they are getting what they bargained for, and achieving value for money and a significant advance?
    • Do banks and firms buy one product/solution or take a more modular approach?
    • Do these banks and firms buy only the solution, or do they also farm out the operation and servicing of the solution?
    • What does the digital bank of tomorrow and asset management firm look like, and will digital solutions, engagement and advice be allied to a genuinely more client-centric approach?
    • How has Covid-19 affected the future direction of tech / digital?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Damien Piper

    Regional Director, Asia

    Finantix

    Ronan Leonard

    Head of Wealth Market Development, APAC

    Refinitiv

    Nicole Bodack

    Managing Director, C&IB and Wealth Management, APAC

    Accenture

    Damien Mooney

    Managing Director, Head of Aladdin Wealth Tech for Asia Pacific within BlackRock Solutions

    BlackRock

    Richard Green

    Head of Integrated Wealth Solutions, Asia

    Standard Life Aberdeen

  • 16.00pm

    Webinar Ends

Feb 4

Client engagement and the delivery of digital advice

3.00pm - 4.00pm HKT/SGT

Speakers

Damien Mooney

BlackRock

Richard Green

Standard Life Aberdeen

Ronan Leonard

Refinitiv

Nicole Bodack

Accenture

Damien Piper

Finantix

Feb 4

Client engagement and the delivery of digital advice

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Feb 4

Client engagement and the delivery of digital advice

3.00pm - 4.00pm HKT/SGT