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On December 16, a panel of experts at the Hubbis Digital Dialogue will delve into a virtual discussion on the application of the latest digital solutions to the world of Asian wealth management as technology revolutionises the offerings and efficiencies of private wealth managers and the broad wealth management community across the region, focusing on the strategies and processes for ensuring that curation and then implementation of the decisions are soundly based, well-judged and then executed with precision, in a timely manner and to great effect. To do so, the experts – representing both technology experts and wealth management decision-makers in the region, will first set the scene and provide the context, with the panel analysing the state of the digital transformation journey thus far, defining the evolving business trends, and therefore identifying the digital needs for the years ahead, and naturally what technologies and solutions can and should be employed.

We all know how the pandemic has turbo-charged the drive towards digitisation that had been gaining momentum for quite some years, and against that backdrop, the panel of wealth management leaders will discuss the nature of the Asian wealth management market, whilst defining their business and digital needs for the years ahead. They will ponder whether this broad digital revolution is being properly embraced, and if not, who might get left behind. The experts will analyse where technology investment is focused today, from back-end to front-end and where the latest and forthcoming digital solutions will be able to significantly enhance the offerings, and just as importantly, how to make the right decisions and follow through to an outstanding outcome with the relevant, necessary buy-in from the various teams within each organisation, from back and mid-office through to the client-facing RMs, CROs and advisors. The panel will also look into the obvious pitfalls and tricky nuances of implementing and executing these decisions so that these often very significant technology investments are not wasted by not taking the right approach to digitalisation. Smart, targeted investment with clearly defined operational and business goals in sight – all with the private client’s needs and experience front of mind - can and will significantly boost their competitive position.

Dec 16

Digital Transformation – How are Asia’s Wealth Managers Mana...

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

Pranav Seth

Techcombank

David Wilson

Accenture

Dominik Łyżwa

Comarch Capital Markets

Damien Piper

InvestCloud

Werner Schlossmacher

Credit Suisse Private Banking

Avishek Nandy

Bain & Company

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Event Agenda
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  • 15.00pm

    Digital Transformation – How are Asia’s Wealth Management Players Successfully Managing this Journey?

    • What are the key trends taking place in wealth management globally and especially in Asia, and where are the biggest challenges and opportunities?
    • How can the new wealth model align both the human and digital in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering in the region, and how can those improve the proposition?
    • Is there a sufficiently strategic approach to using digital to improve systems and processes, as well as to help these banks and private wealth management firms better engage with their clients?
    • How do the private banks and retail banks make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
    • What approaches does the panel consider the market players should take? Should they build, buy, or outsource, and how can they properly assess the providers?
    • Which teams are involved in the decision-making to select the solutions, why, and are the right approaches being taken?
    • Similarly, who implements the decisions and is enough being done to ensure the right levels of internal adoption/buy-in, and to make sure that the private clients understand the advantages and can make full use of the new and improved suite of capabilities on offer?
    • Are these digital tools really elevating the skills, capabilities and productivity of the client-facing RMs and advisors?
    • Do the banks and wealth firms know enough about the vital role of data management and analytics and the application of AI and Machine Learning?
    • Is enough being achieved in the field of CLM/CRM to deliver personalisation, relevance, suitability and thereby achieve better levels of client loyalty?
    • What's coming next and are we prepared?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Wilson

    APAC Wealth Management Lead

    Accenture

    Avishek Nandy

    Partner

    Bain & Company

    Dominik Łyżwa

    Business Consultant

    Comarch Capital Markets

    Werner Schlossmacher

    Managing Director, (Digital) Platform Management, Asia Pacific

    Credit Suisse Private Banking

    James Verner

    President, APAC

    InvestCloud

    Pranav Seth

    Chief Digital Officer

    Techcombank

  • 16.00pm

    Webinar Ends

Dec 16

Digital Transformation – How are Asia’s Wealth Managers Mana...

3.00pm - 4.00pm HKT/SGT

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Speakers

Pranav Seth

Techcombank

David Wilson

Accenture

Dominik Łyżwa

Comarch Capital Markets

Damien Piper

InvestCloud

Werner Schlossmacher

Credit Suisse Private Banking

Avishek Nandy

Bain & Company

Dec 16

Digital Transformation – How are Asia’s Wealth Managers Mana...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Dec 16

Digital Transformation – How are Asia’s Wealth Managers Mana...

3.00pm - 4.00pm HKT/SGT

REGISTER