Robo Advice and Mass Affluent Banking Conference 2021

Biography:

Session Details: The evolution of financial advice: How to build scalable solutions for the future 08-06-2021, 11:15 am View In Agenda

Biography:

Session Details: Reinventing the mass affluent customer journey with digital transformation 08-06-2021, 11:45 am View In Agenda

Biography:

Session Details: The missing link to success - recognising the need for human touch 08-06-2021, 10:00 am View In Agenda

Biography:

Founded in 2014, and with clients in 32 European countries, ETFmatic is a truly pan-European platform for investment and portfolio management - what is commonly referred to as “Robo Advice”. Johan oversaw the expansion of its business from a pure B2C platform into embedded wealth management solutions - making its technology and expertise available to other firms - where it now has partners across all of Europe. 

ETFmatic was acquired by Aion Bank, a Warburg Pincus portfolio company in March 2021, and continues to operate as a stand alone business.

Session Details: Reshaping the future of asset allocation with robo-advice 08-06-2021, 1:30 pm View In Agenda

Biography:

Session Details: Behavioural finance and the rise of the robo-adviser in wealth management 08-06-2021, 9:30 am View In Agenda

Biography:

Session Details: Panel session Mass affluent banking: Unlocking an untapped revenue segment 08-06-2021, 2:30 pm View In Agenda

Biography:

Session Details: Panel session Mass affluent banking: Unlocking an untapped revenue segment 08-06-2021, 2:30 pm View In Agenda

Biography:

Session Details: Panel session Mass affluent banking: Unlocking an untapped revenue segment 08-06-2021, 2:30 pm View In Agenda

Biography:

Session Details: Panel session Exploring robo-advice capabilities for operational effectiveness 08-06-2021, 2:30 pm View In Agenda

Biography:

Session Details: Panel session Exploring robo-advice capabilities for operational effectiveness 08-06-2021, 2:30 pm View In Agenda

Biography:

Session Details: A new banking model for the mass affluent 08-06-2021, 3:00 pm View In Agenda

Biography:

Session Details: Driving client acquisition – successful distribution strategies for robo-advice 08-06-2021, 4:00 pm View In Agenda

Biography:

Session Details: Embracing AI to differentiate your proposition and wrapping portfolios under listed certificates to reduce operational inefficiencies 08-06-2021, 12:45 pm View In Agenda

Biography: Mario Alves is a proven expert in retail and private banking, with a special focus on investment and advisory in MiFID related markets and products. His expertise combines frontline experiences as advisor and manager within several financial service institutions, as well as in-depth strategical and technological understanding gained as consultant and leader in advisory and software companies. He has a ‘crush’ on needs-oriented sales and believes that Digital Wealth Management will become the new market standard. Building bridges between technology, business and people represents his passion. Mario has been working with aixigo since 2012 and his focus is to accompany customers and partners in utilizing digitalisation within the investment business across all channels.

Session Details: Why white belt nudging in investment advice is nowadays easier than ever before 08-06-2021, 12:15 pm View In Agenda

Biography: Nikhita Iyar leads the Strategic Business Development team at Moxtra. Moxtra’s Customer Collaboration Platform powers your OneStop Digital Channel, in every customer's pockets. Your Moxtra-powered private digital channel provides a one-stop experience for your customers to reach into your organization and get a premier service experience, anytime, anywhere. Moxtra enables organizations to manage continuous connections with clients and teams through their own one-stop portal experience, under their brand, making it easy and convenient for customers to do business with the organization in one-stop. Nikhita works with businesses across verticals to help organizations deliver a premier service experience to their customers through their own private digital channels. Being a key team member at Moxtra, Nikhita has helped the company grow its business over the course of Moxtra’s journey in private banking, wealth management, corporate banking, family offices, lending, insurance, and more. Nikhita has worked closely with several of the world's leading financial institutions, such as MUFG and Van Lanschot, to help them power their own interactive, digital customer engagement strategy.

Session Details: Reinventing the mass affluent customer journey with digital transformation 08-06-2021, 3:30 pm View In Agenda

Biography: Prior to joining Nucoro as one of the founding team, Nikolai spent a number of years as a management and political consultant, gaining extensive experience across European bluechip clients and international organisations. He has spent the majority of his career focusing on operational excellence and process optimisation projects. Nikolai holds a dual Bachelor of Management from Hanze University Groningen and ESSEC Business School and an MSc in Political Economy from LSE. At Exo, he focusses on the operational aspects of the business which include Customer Support and Excellence, Operations and Integrations, Compliance, Finance and Legal.

Session Details: The evolution of the Robo advisor business model - Hybrid Robos 08-06-2021, 2:00 pm View In Agenda

Biography: Brendan is a specialist in financial planning (how people should use their money) and behavioural finance (how people actually use their money), and uses these skillsets to manage one of the fastest growing, and most innovative B2B robo advisors in the world.

Session Details: Top 3 mistakes made by robo advisors, and how to avoid them 08-06-2021, 10:30 am View In Agenda

Biography: Zaliia is the Head of Business Development at Kidbrooke, a WealthTech API-provider empowering the industry with cutting-edge financial analytics. Driven by a passion for technology and finance, she believes that digital innovation can upgrade the wealth management sector to the next, more engaging, transparent and comprehensive level. Zaliia holds another position as a Vice-Chairwoman at the Nordic RegTech Association.

Session Details: Pioneering seamless finance: How Skandia future-proofed their wealth business 08-06-2021, 3:00 pm View In Agenda

Biography: Jan Skaathun is on of two founders of the Norway based Fintech Quantfolio which delivers omni channel advisory technology for banks and wealth managers. Quantfolio is the leading Nordic provider of autonomous and human assisted advisory technology, and currently have some of the Nordics major brands on their client list reaching in excess of 2.5M users. He has founded and scaled technology companies for 25 years and has previously Co-Founded companies such as itslearning, Travis and PNGR among others. Quantfolio are currently scaling beyond the Nordic region.

Session Details: Increasing client conversion, reach and retention in the advisory flow, an insight from the Nordics 08-06-2021, 3:30 pm View In Agenda

Biography:

After two decades on the job, Mads can only be described as an asset allocator. Before setting up his own firm Human Edge Investment Technology in 2018, Mads was the Global Head of Asset Allocation at UBS Wealth Management for more than 6 years.  During his tenure, he developed a new tactical and strategic asset allocation methodology for the bank’s $100 billion discretionary mandate portfolio and its $2 trillion advisory book. Prior to UBS, Mads was the head of Asset Allocation at Barclays Wealth and before that at Danske Capital. 

Session Details: Reshaping the future of asset allocation with robo-advice 08-06-2021, 1:30 pm View In Agenda

Biography: Passionate, motivated and business driven expert and leader with over 12 years of experience in the areas of Sustainable Finance and Risk Management as well as in the implementation of national and international regulatory frameworks for banks, asset manager and insurance companies. Specialized in the definition and implementation of strategic solutions with a deep technical know-how in predominant regulatory frameworks. Strong IT knowledge with a focus on Private Banking solutions, Quantitative Risk Management and Asset Management technologies. Proven track record in the leadership and management of large teams with excellent portfolio and profitability output by combining all interdisciplinary dimensions of experience and market knowledge, technical expertise as well as IT expertise.

Session Details: swissQuant RoboAdvisor - how to cover the full B2B2C value chain 08-06-2021, 4:30 pm View In Agenda