Digital Integration in Wealth Management 2023

• How does St James’ Place Wealth Management use artificial intelligence today?
• How is St James’ Place managing the changes that AI brings to existing roles?
• How we see AI evolving in wealth management
• How we identify opportunities
• Why AI is of benefit to our Partners and their clients

Senior Representative from Moxo

• With the current crisis of low interest rates, how do we encourage customers to invest?
• Examining the FCA’s key objective to move customers with long term cash savings and exploring the industry’s response
• How do we help nervous cash savers invest?

Senior Representative from Wealth Dynamix

• How can an organization develop products that meet the clients’ needs and demands?
• Maximizing data to provide a more personalized and focused approach for clients to reach their financial goals
• Aiding clients with all aspects of their wealth management and not just at the advisory stage
• Offering clients a variety of options depending on a products’ risk appetite

Senior Representative from Moxo

Senior Representative from InvestCloud

• Identifying retirement as the key issue for most people in the UK
• Tackling the challenge of underfunded provisions and the urgent need for engagement
• Assessing how development in the pension industry is facilitating digital accelerations, e.g., pension dashboard, open banking and development of the truster market

Senior Representative from Ortec Finance

• What if our clients (and we) could feel more empowered in the Advice relationship?
• What if our clients could enjoy really engaging digital experiences?
• What if client information flowed more easily?
• What if they (and we) could automatically receive timely meaningful client insights? And be able to easily act on them?
• What if all this transformed the way Financial Advice works for Client and Advisers?

Senior Representative from Aixigo

• Meeting the family office’s unique financial needs
• Offering a range of bespoke, client-centered services
• Cost savings associated with a decentralized, technology-driven approach
• Opportunities for current players and service providers

Senior Representative from Invest Cloud

• Exploring the future for wealth management
• Investigating how to tailor your business to your clients’ needs, especially those of the younger generation who are more tech-savvy

Senior Representative from Nucoro

• Mapping out the progress of digital transformation in the wealth management industry
• Examining Covid-19s impact on the digital wealth space
• Exploring the evolution of digital investment platforms and their transition to becoming a one stop shop for consumer finance
• Investigating how traditional wealth managers and non-financial services providers collaborate with technology experts
• Understanding client demand to provide a better high-tech high-touch customer experience

Senior Representative from GlobalData

• Exploring innovative technologies in Wealth Management landscape
• Investigating the data science revolution and AI in Wealth Management
• Understanding the opportunities and challenges around innovative technologies

• Back-end transformation for improved process optimization
• Automate legacy processes to heighten productivity
• Finetune your firm’s services to boost client onboarding

Senior Representative from CID

• Exploring how the digitization of the operational processes can take your business to the next level and compete with some of the world-leading banks
• Providing clients with an easy and smooth journey: from onboarding to the end
• Using AI to automate mundane

Senior Representative from M-Files

• Optimizing processes by automating back-end operation and management of desired investment strategies
• Using technology, i.e., straight-through processing systems to provide prompt notifications to clients on trades and portfolio updates
• Leveraging AI to preserve advisor time for high-value strategic conversations
• Implementing an enterprise-wide customer relationship management (CRM) system to ease the flow of information among stakeholders, facilitate more efficient decision-making and improve service at the distribution level
• Can AI in Operations help you reach the next stage of the business?

Senior Representative from Seismic

On Facilitating Digital Integration in Wealth Management

• What are the best methods to facilitate digital integration?
• What is the best process to enable clients and advisors, as well as your business as a whole to adapt to digital technologies?
• What does the future lie for fintechs and banks partnerships when it comes to digital integration?

Senior Representative from M-Files

Senior Representative from Objectway

• The myth of Robo-Advice
• Consumer led – human assisted advice
• Empowering Wealth Managers to drive experiential client opportunities
• Using algorithmic logic to drive consistently great customer outcomes
• Hybrid advice – the only viable option

• Offering remote but delivering personalized advice
• Attracting new clients and reaping significant cost advantages
• Digital scaling with a personal touch

Senior Representative from 3rd-Eyes Analytics

• If the goal is to survive and thrive in the digitization and democratization of wealth management, we must consider a different strategy
• The key to customer engagement is embedded in:
  • • Personified Stories
    • Authentic Brand Advocacy
    • And, Social Networking

Senior Representative from SmartCommunications

• Communicating effectively is vital in the tech world and it is not just about having the right digital tools, but knowing when to speak up and engage with other engineers in order to collectively achieve success
• Adele provides an overview of the ‘DISC model’ and reveals clues on how you can identify and better connect with colleague’s personality styles. She will provide top tips on creating presentations and communicating messages
• Adele shares her experience as a Toastmaster for the past ten years. What is it and how can Toastmasters benefit your world and personal life?

• Market Trends
• Investment Requirements
• Experience Considerations
• Cultural Impact

Senior Representative from GlobalData

• How branding influences consumer behavior and perception
• The best things come in two’s – Why branding and design go so well together
• Why focus on digital integration and a digital first approach
• Implementing Nutmeg’s rebrand during the pandemic
• The future of digitally influenced brand design – the possibilities are endless

• Configuring secure infrastructure, operations and future services to meet your client’s needs
• Decentralised finance (DeFi) – using crypto and blockchain to manage transactions
• Building sustainable wealth in the Metaverse
• Regulating crypto and managing risk