On December 7th, in our last Digital Dialogue of the year, Hubbis will host a virtual discussion focusing on the application of the latest digital solutions in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies of private bankers, EAMs, MFOs, SFOs and across the broad wealth management community in the region.
The mission will be first to set the scene and provide the right context, with the panel of wealth management and Fintech/technology experts discussing the nature of the Asian wealth management market, defining the evolving business trends, and then identifying the digital needs for the years ahead. Then the panel will focus on the ‘how’ to select the right solutions, and the right partners, and then manage the implementation and later operation of those new technologies in order to maximise the returns on what is often a significant and perhaps ongoing investment.
Everyone knows that the pandemic turbo-charged the drive towards digitisation, some of which was more catch-up and some of which was more forward-looking, proactive and market-leading. Accordingly, these experts, all leaders in their fields, will mine down to analyse where technology investment is being focused today, on new innovations, on anticipated developments, and from back-end to front-end, where it has been most effective, and where the newest and forthcoming digital solutions will be able to significantly further enhance the offerings.
The panel will also focus a significant amount of their expertise on whether technology investment is being properly targeted and executed, and they will discuss how the wealth management organisations competing in the Asia region can best select, adopt, and also assimilate these new technologies. The reality is that much time and money can be wasted by not taking the right approach to digitalisation and by making the wrong decisions. But on the other hand, they will analyse the types of smart, targeted investments taken with clearly defined operational and business goals in sight – all with the private client’s needs and experience front of mind – and how those will significantly boost their competitive position. The panel will therefore look at the advantages for those who get this right and the risks for those who fail to take the right steps or who misdirect their technology investments.
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
- What are the key trends taking place in wealth management globally and particularly in Asia, and where are the biggest challenges and opportunities that digital solutions can help overcome?
- What are the key priorities in terms of boosting internal and operational efficiencies and achieving cost savings?
- What are the key solutions that will help deliver greater client centricity, personalisation and client satisfaction?
- How can digital help to elevate the skills, capabilities and productivity of the RMs and advisors?
- What part does CLM/CRM play in delivering personalisation, relevance, suitability and client loyalty?
- What about the vital role of data management and analytics and the application of AI and Machine Learning?
- How do you make the right decisions and then expedite and implement them effectively?
- What are the key pitfalls to avoid?
- What is coming next down the digital highway, and what are the implications?
- What‘s more important to clients/wealth managers the front end or the foundations?
- Adopt, Adapt and/or Agency – which is the best approach to deliver enduring value?
Founder & Chief Executive Officer
Regional Private Banking Chief Operating Officer
EFG BankMukesh Pilania
Head of Retail Digital Banking
Managing Director APAC