Agenda at a glance
8.35am
Registration
8.55am
Welcome Address
9.00am
Keynote Address
Stepping out of the box
9.10am
Panel Discussion
How can you boost efficiency and satisfaction by adopting Digital Wealth Management
10.00am
Presentation
The Evolution of Advice
10.10am
Presentation
Regionalisation of Wealth Businesses – a Digital & Platform Perspective
10.20am
Panel Discussion
Digital Banking and Wealth Management – what’s next?
11.10am
Refreshment & Networking
11.35am
Presentation
Digital Client Onboarding
11.45am
Presentation
How do you build value when clients want more than wealth? Findings from the 2019 EY Global Wealth Survey
11.55am
Presentation
Making the impossible possible by mastering the behavioural science of clients’ investment decisions
12.05pm
Presentation
360F – Advisory Revised. The first Advisor based solution for holistic financial recommendations
12.15pm
Presentation
Smarter Humans. Smarter Machines.
12.25pm
Panel Discussion
What’s the impact of artificial intelligence (AI) and big data analytics?
1.10pm
Lunch & Networking
1.50pm
Workshop
Harnessing the full value of your research using data
2.30pm
Workshop
AI for investment research
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
The blockchain – what does that mean to you?
4.30pm
Forum Ends