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

• Dealing with today’s chaos of client interactions taking place over siloed fragmented channels
• Modernizing the wealth client journey through a next-gen approach to client interaction workflows
• Streamline and manage customer relationships through your one-stop client hub – with persistent history and an audit trail of all interactions
• Gain visibility and oversight into each stage of your client workflows, and manage staff to key KPIs
• Orchestrate document heavy client onboarding, ongoing client services, and exception handling in one-stop, with a suite of integrated collaboration capabilities

• How COVID has accelerated the need for digitization within operations
• Providing clients with an easy and smooth journey: from onboarding to the end
• Using AI to automate mundane and routine tasks to enable managers to focus on more complex tasks

• Discussing how the wealth management sector is learning to better understand and serve their varied clientele and how to optimize end-to-end wealth management customer journey
• Re-imaging static PDF and print forms and delivering a personalised, interactive, mobile-friendly experience from account opening and onboarding to service
• Reducing manual steps and data errors that create massive compliance risks
• Transforming one-way outbound print communications to digital-first, two-way conversations while maintaining regulatory and brand controls
• Empowering clients and relationship managers to create interactive, personalised bespoke reports on demand

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

• 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

• How can advisors navigate climate change and manage risk and return for private clients? What are the risks?
• Smart decision-making: combine research-backed climate change & ESG knowledge, advanced financial models, and innovative technology to make informed investment decisions
• Translation to practical solutions for private investors integrated with goals based planning

• This presentation will explore the game-changing benefits of combining the entire advisor experience into a single, integrated platform
• We will demonstrate how you can transform the way your advisers interact with clients, using beautifully designed custom experiences whilst executing on the simplest to the most sophisticated needs of all investors
• We will look at how AI tools, the Cloud and a central digital Warehouse can enable this true digital revolution
• Further, we will explore best practices in actively engaging and maintaining users at every stage of their digital journey through the use of both gaming and decision theory

• How can private banks combine fast digital self-services with personal wealth advisory?
• Optimization: Ensuring digital platform that meets the requirements for investment advisory services while taking individual client preferences into account
• Case study: Hear success stories of private banks revamping their client engagement process and portfolio management systems

• 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

• Putting the client at the heart of the digital strategy
• Aligning your digital strategy with your clients’ expectations
• Prioritising UX for premium customer service
• Delivering ROI on digital tools with personalised services

• What is your experience of failure/success and what have you learned from it?
• What would you do differently?
• What changes have these experiences brought for your company?

• Mapping out the progress of digital transformation in the wealth management industry
• Examining Covid-19’s 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 service providers collaborate with technology experts
• Understanding client demand to provide a better high-tech high-touch customer experience

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

• Harnessing the power of technologies, i.e., blockchain to provide a simpler, more convenient and transparent service
• Exploring current technologies, their benefits and shortfalls
• Investigating the impact of digital currencies on wealth management services and products
• Envisioning what the future customer looks like

• Understanding the importance around platform design thinking
• Exploring the best way to offer a platform that delivers a user-friendly, end-to-end process

• Empowering the client advisor
• Digitisation of the advisory journey
• Managing the regulatory regimes associated with providing advice

• 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?

• In this presentation, custodian and investment technology provider Seccl will explore the disruptive trends at play within the platform market
• Explaining how, for the right firms, APIs can present an opportunity to drive efficiency, improve the customer experience and build more valuable businesses

A New Landscape within Wealth Management: ESG and Sustainability

• What role does ESG play in the wealth management industry?
• What is the best way to navigate ESG?
• How to create wealth products that meet the regulatory requirements of ESG?
• Finding the ‘green’ investment for the client

• The keys of success and the lessons learned from a long-term leader in the UK Wealth Management Business

• Working a way through from the pandemic to employee re-connection
• A once in a lifetime opportunity to rethink the future of the workplace

• How human-centred design will help us use the right tool for the task
• How engaging with different clients over different digital channels will elicit empathy and build trust
• Keeping client-centricity at the forefront of your mind will guide your digital projects

• The importance of an outcome driven approach to achieving success
• Understanding desired outcomes (for your business, your staff, and your clients)
• Prioritising outcomes and understanding their relative business benefit
• Ensuring you have the technology in place to enable those outcomes
• Offsetting the cost of technology vs the benefit it delivers to understand true business value

• 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?

• Identify wealth management business opportunities from existing customers and new prospects
• Leverage intelligence and network information to win more business more efficiently
• Create new investment strategies and energize existing ones by enriching fundamental and quantitative data with qualitative data insights
• Research, build and rank new investment strategies and make fast, accurate allocation and rebalancing decisions
• Develop and sell more targeted, customized, thematic investment products

• How branding influences consumer behaviour 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

• The infrastructure revolution: from e-commerce to wealth
• The power of hyper-automation at scale
• Future-proofing your technology stack for scalability and resilience

• Does “culture eat strategy for breakfast?”
• What does digital transformation cover?
• 5 cultural traits needed for success
• Bedrock “tried and tested” toolkit
• Final thoughts

• Examining the complexity around earning and maintaining trust in the digital age
• Investigating the changing nature and expectations of the new generation of inheritors, investors, borrowers, and consumers
• Exploring the best strategy to maximise client engagement