Digital Integration in Wealth Management 2020

•  Evolving the wealth management model to keep pace with innovation, competition, regulation and changing client expectations
•  Assessing the impact of new technologies and new client demands on the industry
• Identifying key priorities for leaders driving digital transformation
• Predicting the next generation of disruption to the wealth management industry

• Tailoring the client experience to different demographics and individuals
• Allowing digital to permeate your client journey to improve engagement and retention
• Considering gender, age and beliefs when designing your client experience
• Engaging clients through digital channels whilst delivering the human touch

• To what extent can we personalize client experience based on demographic?
• Where do the opportunities lie for engagement with these groups?
• How can we best design content, social media outreach and communication with different client demographics?
• How can we leverage digital to engage with different client groups?

• Exploring the reasons behind the recent move away from robo platforms from leading banks
• Assessing the longevity of roboadvice across the wealth management spectrum
• Deciphering why some robo platforms succeed and others fail
• Predicting the path of roboadvice over the next 5 years

Appway Panel Leveraging digital channels in client acquisition and client engagement

• Making it easy for clients to engage with you on their terms
• Measuring the success of your digital experience strategy
• Developing effective content and data strategies for engaging with different

• Leveraging emerging technologies to improve the wealth experience for clients
• Assessing internal uses for AI and automation to increase efficiency and cut costs
• Scaling up and implementing new features at speed
• Implementing front-facing AI tools which improve the client experience
• Assessing the ROI on different emerging technologies to determine which to invest in

• Understanding the national distribution of liquid wealth and how each cohort is served
• Introducing the mass and mass affluent cohorts; underserved/unserved markets below £200k in liquid wealth
• The need for education and engagement – creating demand before trying to meet it
• Why existing propositions have largely missed their target
• Crucial ingredients for mass affluent wealth management – what might be a better alternative to the classic robo-adviser?
• Direction of travel for the market – where next, and who’s likely to succeed?
• The moral case for democratisation – why society should care

Finantix panel Overcoming the pitfalls of digital integration

• What results has the industry already seen from digital integration?
• How can we avoid or overcome common pitfalls experienced during the process?
• What inevitable barriers will you come up against and how to be prepared? Sergel

• Selecting the right partner to collaborate with and understanding the criteria you should be looking for
• Establishing an integrated working model across the value chain for clear communication
• Developing a successful hybrid proposition by leveraging the wealthtech ecosystem
• Unlocking the value of your data through wealthtech collaboration
• Ensuring both parties benefit significantly from partnership

• Tracking the changes in consumer behaviour and how this is impacting wealth management firms
• Assessing the reasons why we should be partnering with Wealthtechs and the benefits to both parties
• Looking for the best partnerships and knowing when to invest
• Averting the common pitfalls on collaboration and understanding how to get the most from your partnership
• Accelerating innovation faster through effective partnerships

• Using insights derived from behavioural finance to meet client needs
• Applying behavioural finance as a critical skillset for advisors to use in advising clients
• Aiding understanding for your clients during the advisory process

•  Identifying and implementing the right innovation strategy for your business
• Setting yourself up for success – key criteria when mapping your innovation roadmap
• Restructuring your business to allow innovation to scale up at speed
• Examples of success for Architas wealth management innovation

• Showcasing the real potential of digital advice with the MyEva case study
• Delivering independent, personalised guidance and advice through an AI-powered digital advisor
• AI is not the enemy: Understanding that the rise of AI does not mean the fall of humans
• Assessing the rise in the appetite and need for financial advice behind new digital tools

• Removing arduous barriers which hinder effective client engagement
• Understanding client pain points and why your clients disengage

• Adapting the business to the evolution of digital wealth management
• Using digital advisory concepts to future proof value propositions for investment services

• Designing the Coutts online banking app with clients at the centre
• Implementing biometric technologies to create a more seamless authentication experience for clients
• Re-designing digital journeys which are more client-centric

Join our interactive discussion groups to round off the day with peers and put in place an action plan for returning to the office.
Roundtable discussion 1: Led by JHC
Roundtable discussion 2: Led by Moxtra