Event Agenda
8.35am
Registration
8.55am
9.00am
Panel Discussion
What is digitized advice?
- How does digitization help drive advice and improve the relationship between the RM and client?
- How do you ensure you are giving best in class advice across all markets and client segments?
- How can you look through the client portfolio and offer better advice?
- Can digital investment tools generate investment ideas for a client?
- How does it save money or drive revenue?
- How have you improved the middle and back office?
- Do clients still want discussions about portfolios to be had with their RM?
- How will new platforms impact the PB space?
- Is Robo still a term that’s mis-used?
- What should the investment engine behind digitized advice be?
Evy Wee
Executive Director, Head of Digital Advisory & Portfolio Implementation, Regional Investment Product & Advisory
DBS Bank
Executive Director, Head of Digital Advisory & Portfolio Implementation, Regional Investment Product & Advisory
DBS Bank
9.45am
Presentation
BlockChain, Predictive Analytics, Robo – evolving and applying within wealth management
- How these technologies are practically being utilised (or intending to be utilised) within the wealth management sector
- How these technologies are evolving from their 1.0 versions
- What impact these technologies will actually have on our existing operating models.
10.05am
Presentation
- The continued importance of hybrid advice
- Progress of wealth management firms’ business model transformation
- BigTech – A threat or opportunity?
- Investing for an uncertain future
10.15am
Panel Discussion
What’s next for digital in wealth?
- What new and interesting digital services are we likely to see in 2018?
- When will we move from ‘digital lipstick’ to real commitment?
- Digital tools provided to RMs for RM advisory – what has been the Banks’ experience on the adoption and value add, and any challenges faced?
- What is the client experience supposed to look like?
- What are the lessons to be learned so far from elsewhere in the world?
- Does the cost of delivering financial advice and services needs to be reduced?
- Build it yourself or PLUG & PLAY?
- What's the impact of artificial intelligence (AI) and big data analytics?
Urs Lichtenberger
Managing Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
Managing Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
11.00am
Presentation
The Digitalization of Client On boarding: improve Customer Experience & Operational Efficiencies while reducing overall Compliance cost
- Self Service or RM supported on boarding
- Main Compliance & KYC Challenges
- RegTech platform: ICOS/2
11.10am
Refreshment & Networking
11.35am
Presentation
Strategies for Enabling a Customer-First Digital Wealth Platform
- How to leverage CRM as part of a more strategic customer-first, digital wealth platform.
- Evolution of CRM, approaches to integration, strategies for data management, and the features you need to think about in order to truly differentiate your business.
- How firms can quickly leverage AI and machine learning as part of an intelligent customer management solution.
11.45am
Presentation
The Four Waves of Agile
In this session Orbium will present the four waves of Agile from single Agile / Scrum teams, to Agile Scaling, Business Agility and Digital Innovation. Understanding these “waves” is very key to banks charting their course and getting the most out of their Agile / Digital transformations.
12.00pm
Presentation
Bringing Wealth Management Client Communications into the 21st Century
- Analog Wealth Management in a Digital Asia
- How to Communicate with today’s Asian Based Clients
- Welcome to Digital Asia
12.15pm
Panel Discussion
Demystifying all the hype
- Making sense of crypto and blockchain - what are the real applications & implications in financial Services?
- FinTech – What's working or not working?
- How are FinTech companies partnering with larger more established institutions?
- What makes these partnerships work - what both sides are looking to achieve?
- What has emerged from any of the Incubators, Labs and other initiatives?
- There has been lots of talk – but what’s next?
- What's really under the lid? Is there any genuine innovation?
- Is China where we see the real innovation and opportunities?
1.00pm
Presentation
Avoiding common Multigenerational Wealth Planning Pitfalls
- Looting the legacy
- Monarch to mentor
- Transactional traps
- Death and Divorce
1.10pm
Lunch & Networking
1.50pm
Presentation
Open banking: driving robo-advice opportunities to new heights
- Open Banking - access and information, benefitting customers
- Quality information - quality advice, quality outcomes
- Creating more delightful wealth management experiences
2.00pm
Workshop
Case Study: How Aviva drives digital wealth business growth with Data-Driven and Customer-centric approach
- Customer Journey Mapping – Good customer experience happens by design but not by chance
- Data-based decision-making – Why it is important not to make assumption
- Test & learn – How can you implement changes quickly and best for clients
2.30pm
Workshop
Data and the role data has in driving digitisation
- Evolution of digitisation in wealth management - what worked in the past
- Where digitisation occurs now and in future along the end to end business set up
- Importance of data to define the future of business design
- Data strategies to deliver value add services to client
- How do aspects like cloud computing and blockchain impact future business models
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
DIGITAL = Faster, cheaper and better wealth management
- What does the platform of tomorrow look like?
- Where are we with ROBO?
- What's the likelihood we can engage clients directly?
- What's your value proposition and why will it be successful?
- Have consumers, banks and consultants really embraced ‘new stuff’?
- Who will rock the boat?
- Are traditional wealth managers struggling to keep up with client expectations?
4.30pm
Forum Ends