Digital Integration in Wealth Management 2022

• 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

• 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

• 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

• Analyzing evolving client demands
• Identifying the best ways to attract new clients
• Creating innovative services to increase value propositions
• Meeting the needs and expectations of different market niches

• Understanding the successes and limitations of Robo-Advisory
• Leveraging Robo-Advisory to provide clients with thorough and practical advice based on their input and needs
• Enabling wealth managers to focus less on operationally tedious tasks
• How to best review the data generated by the Robo-Advisory device and offer better proposals for clients
• The future of Robo-Advisory

• 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

• How to best integrate and leverage scalability in your existing business model?
• Re-evaluating and re-assessing business models to effectively manage AUM revenue growth without adding incremental resources, costs or incurring service degradation
• How to remain competitive in light of rising competition, heightened market volatility and changing client needs and expectations?

• 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

• Adapting to the accelerated digitization of the wealth management industry
• Building a robust and secure digital infrastructure to prevent data theft and loss
• Investigating current technologies on the market that increase cybersecurity
• Understanding the future needs of data protection and cybersecurity

• 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?

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

• Examining the impact of COVID-19 on the workforce landscape and talent acquisition
• Understanding the new opportunities that have risen from the pandemic

• How engineers communicate effectively in the tech world to ensure quality, speed, security and performance in wealth management
• Adele provides an overview of the ‘DISC model’ and reveals clues on how you can identify and better connect with colleague’s personality styles
• 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?

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

• Examining the digital landscape of brand design
• Exploring the challenges around Brand Design and how Nutmeg implemented its rebrand during a year of digital reliance
• Good brand design vs effective design
• “it’s all about YOU” – the client
• What is the next level of digitally influenced brand design

• Exploring the role of people in a digital transformation
• Chicken or The Egg; should a cultural transformation come first?
• Internal opportunities and challenges
• External opportunities and challenges
• Out transformation journey