This edition of the Hubbis Digital Dialogue Series will mine down into the digital shafts to assess to what extent the global pandemic has accelerated the need for digital solutions in the world of wealth management, and to what extent this would have occurred in any case, albeit over a somewhat more extended timetable. Will digital solutions be in even greater demand in the months and years ahead within local wealth management firms?
The truth is that nobody on planet earth knows how this pandemic will play out and whether the world we share will return to its former shape sooner, later or perhaps never in quite the same form. But what we do know is that the role of digital technology and solutions will have been made more compelling than ever due to the current shutdown of business travel, of business meetings, and even of social and family gatherings.
Right from the initial contact with a prospective HNW or UHNW or possibly mass affluent client technology and all the way through all the different stages and elements of the Client Lifecycle Management protocol in wealth management, digital solutions have been revolutionising the client’s interface with their banks and advisers.
Where precisely along this chain will digital solutions be in even greater demand in the months and years ahead? How are local banks improving their digital platform and capabilities? How can banks / wealth managers serve the mass affluent segment better and improve the proposition? How must they evolve their operating model? What’s their strategy to build the wealth business? How can they increase profitability and reduce cost?
Local Wealth Management – Embracing Digital to Improve the P...
3.00pm - 4.00pm HKT/SGT
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Will Lawton
Acalution
Avishek Nandy
Bain & Company
Karsten Kemna
CREALOGIX
Julien Le Noble
InvestCloud
Shaun McKenna
SS&C GlobeOp
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3.00pm - 4.00pm HKT/SGT
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3.00pm
Local Wealth Management – Embracing Digital to Improve the Proposition
- How are local banks improving their digital platform and capabilities?
- How can banks / wealth managers serve the mass affluent segment better and improve the proposition?
- How must they evolve their operating model?
- What’s their strategy to build the wealth business?
- How can they increase profitability and reduce cost?
- Are banks forming partnerships and with whom?
- What is the role of the RM? How can you enable them?
- What is the private banking LIGHT model?
- What products should they sell to who?
- Does the concept of delivering advice in local markets really exist?
- How can they get the wealth continuum right?
- How can they leverage of other parts of their own bank?
Moderator
Speakers
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4.00pm
Webinar Ends
Local Wealth Management – Embracing Digital to Improve the P...
3.00pm - 4.00pm HKT/SGT
Will Lawton
Acalution
Avishek Nandy
Bain & Company
Karsten Kemna
CREALOGIX
Julien Le Noble
InvestCloud
Shaun McKenna
SS&C GlobeOp
Local Wealth Management – Embracing Digital to Improve the P...
3.00pm - 4.00pm HKT/SGT
Local Wealth Management – Embracing Digital to Improve the P...
3.00pm - 4.00pm HKT/SGT