Agenda at a glance
8.35am
Registration
8.55am
Welcome Address
9.00am
Panel Discussion
What is digitized advice?
9.45am
Presentation
BlockChain, Predictive Analytics, Robo – evolving and applying within wealth management
10.05am
Presentation
Adapting Wealth Management for a BigTech World
10.15am
Panel Discussion
What’s next for digital in wealth?
11.00am
Presentation
The Digitalization of Client On boarding: improve Customer Experience & Operational Efficiencies while reducing overall Compliance cost
11.10am
Refreshment & Networking
11.35am
Presentation
Strategies for Enabling a Customer-First Digital Wealth Platform
11.45am
Presentation
The Four Waves of Agile
12.00pm
Presentation
Bringing Wealth Management Client Communications into the 21st Century
12.15pm
Panel Discussion
Demystifying all the hype
1.00pm
Presentation
Avoiding common Multigenerational Wealth Planning Pitfalls
1.10pm
Lunch & Networking
1.50pm
Presentation
Open banking: driving robo-advice opportunities to new heights
2.00pm
Workshop
Case Study: How Aviva drives digital wealth business growth with Data-Driven and Customer-centric approach
2.30pm
Workshop
Data and the role data has in driving digitisation
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
DIGITAL = Faster, cheaper and better wealth management
4.30pm
Forum Ends