Event Agenda
8.35am
Registration
8.55am
9.00am
Keynote Address
- Solving client pain points through digital innovation
- Fixed costs vs variable costs: Rents and Salaries
- Digital Channels of distribution
- Data Analytics and monetisation
9.10am
Panel Discussion
How can you boost efficiency and satisfaction by adopting Digital Wealth Management
- What are the most important changes you have seen due to digitalisation?
- How should banks decide what’s working? What KPIs should we use?
- What does the platform of tomorrow look like?
- Do we focus on the technology without consideration of whether anyone wants to use it?
- Digital tools provided to RMs for advisory – what has been the Banks’ experience on the adoption and value add, and any challenges faced?
- How can we improve the culture of innovation and change within Wealth Managers?
- Is your Bank attractive enough for the new wealth creators and next generation of customers?
- How can you accelerate the path towards digital private banking business models?
- Revenue margins per clients will decline in the future. Is digital a way to stop revenue erosion and are Banks effective at monetising new digital services?
- What is the future role of the RM when banks get digital?
- Accelerating change: how can you overcome the barriers to successful transformation? Smaller boutique banks – how do they leverage technology?
Urs Lichtenberger
Managing Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
Managing Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
10.00am
Presentation
The Evolution of Advice
- Robo-advisors were considered to be a disruptor to the wealth management space but have failed to have the effects predicted
- Most robo-advisors have been sold to larger firms that can offer a full wealth management model with digital tools
- Digital transformation is happening rapidly in the wealth space as firms realize they must evolve their solutions and offer a “full service” approach to meet the needs of clients
10.10am
Presentation
- One core platform multiple jurisdictions
- Multi channel, multi lingual, multi asset, multi currency
- Agility is critical – things are moving faster than ever
10.20am
Panel Discussion
Digital Banking and Wealth Management – what’s next?
- What is the client experience that clients are looking for?
- How will digital banking evolve for HNW and UHNW clients?
- Are traditional wealth managers struggling to keep up with client expectations?
- How will new platforms impact the wealth management space?
- Are FinTech’s and Tech Giants threatening our business model?
- Can new disruptor banks be successful? Are they really any different?
- What's next for these digital banks? How will this evolve in Singapore?
- Do people see a positive commercial effect? Will anyone make money and how?
- Is the cost of delivering financial advice and services reduced?
- How will clients transact, monitor portfolios, absorb investment ideas?
11.10am
Refreshment & Networking
11.35am
Presentation
Digital Client Onboarding
- Key challenges of onboarding
- Our point of view on combining client perspective, operational excellence and regulatory requirements
- Adopting an ecosystem approach
11.45am
Presentation
- Turning client switching into an opportunity
- Delivering high-value solutions
- The evolution of digital advice
- Aligning pricing with value
11.55am
Presentation
Making the impossible possible by mastering the behavioural science of clients’ investment decisions
- Making use of digital “crumbs”
- Increasing the probability of leads conversion
- Improving the relevance of investment recommendations to clients
12.05pm
Presentation
- Holistic Financial Planning is not the goal – Recommending the right products by unbiased advice is the future
- Machine learning and Data are just a vehicle for improving new business value and cross / upselling
- Don’t forget your existing customers
12.15pm
Presentation
- The devil is in the data: data quality is the biggest barrier to the adoption and deployment of machine learning.
- AI will be the single greatest enabler of competitive advantage in the financial services sector
- There is disparity in how technologies are being adopted and used around the world. Financial institutions in the United States and Canada are the front-runners; Asian institutions are more advanced than Europe in some areas, while Europe leads Asia in others.
12.25pm
Panel Discussion
What’s the impact of artificial intelligence (AI) and big data analytics?
- What’s the changing face of the customer?
- What innovations could boost value propositions?
- How can AI and Data save money or drive revenue?
- How do you use data in a useful way?
- From raw data to insights: how can banks make the leap?
- Financial modelling, portfolio management and asset allocation: What's the role of AI in the future?
1.10pm
Lunch & Networking
1.50pm
Workshop
Harnessing the full value of your research using data
The next digital “arms race” will be around data. Just how do you process the ever growing amount of information and turn commoditised content into actionable insight? As an investment adviser or portfolio manager, how can you identify which sources to trust? This masterclass will use case studies from Starmine to show how building superior analytics can help better understand the investment landscape and ultimately provide your clients with improved signals that can help them achieve better performance and mitigate risk.
2.30pm
Workshop
- Challenges working with traditional, unstructured and alternative datasets at scale
- Incorporating data science into the investment process
- Use case example: using AI to monitor and quantify the impact of critical events
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
The blockchain – what does that mean to you?
- Blockchain - what are the real applications and implications in financial services?
- Roadblocks/Challenges for great adoption in the capital markets?
- Dive into the Eco-system, what exists, what is being built, what is needed?
- How will affect the wealth management industry + Investment Opportunities?
4.30pm
Forum Ends