Digital Integration in Wealth Management 2021
Arena International is thrilled to announce that the Digital Integration in Wealth Management is returning as a Virtual Event, 3rd-4th March 2021.
Operating within an increasingly digital landscape and cross generational trends emerging, there is still a need for the Wealth Management sector to better understand how to serve their varied clientele segments; to clarify where to strike that balance between a digital and fiscal offering.
This conference offers a strong focus on digital tools and process that can be implemented to meet cross generational needs, tailored to the nature of your firm and clientele. Drawing on the expertise of industry leaders including representatives from top wealth management and private banks across Europe.
A FANTASTIC NETWORK OF YOUR PEERS AND COLLEAGUES RIGHT AT A TAP OR CLICK OF A BUTTON
This industry-leading conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking.
Simply register, login on the day and get ready to connect and learn. With the right network at your fingertips, learning and connecting have never been so easy.
💻 Hear from industry leading headline speakers with live keynote addresses
💡 Deep dive into key issues by joining one of several expert-led roundtables
👩💻 One-to-one & group video chat with each solution provider
🤝 Chat & network with anyone on the platform
📊 Take part in our interactive polls
👥 Join live panel debates and discussions
📄 Download resources from solution providers
‘That was a superb day, it feels like we’ve been at a real, in person, conference!’ Worldwide Clinical Trials
A great event, I met more people than I do at an in-person event and I’ve got loads of follow ups’ Conversis
‘The whole setting is actually very well accomplished! Thanks again for the invitation!’ Apogenix AG
Lawrence JordanSenior Director of Wealth Management A.I- Applied Analytics and Innovation
RBC Wealth Management
- -Responding to regulatory change faster
- -Delivery of client specific communications, to any device in any format
- -Automated inclusion of client specific content to enrich communications
- -Reducing operational costs or improving efficiencies through automation
- -Innovation of client communications
- -Outsourcing of non-essential activities like regulated client performance communications through strategic co-sourcing to a trusted partner
- -Self-serve/managed service change document composition
TechRules is a leading consultancy and Wealth Management Software provider to financial entities with more than 20 years of experience. We develop modular, scalable and APIfied solutions to meet customers' specific requirements for the entity and end customers. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers. Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors, Financial Planners, SaaS or On Premise, fully integrated with our white label discretionary management Robo Advisor and Customer Web Portals. Tower has a unique combination of innovation, flexibility and scalability to allow the biggest entities to dramatically improve their adviser efficiency. With Tower you can get a complete API solution for a particular task or an entire workflow going from Onboarding, model portfolio creation, CRM, profiling, investment proposals, financial planning, compliance and customer reportings, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities. TechRules provides WealthTech expertise for business automation at financial entities for a unique customer experience. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory and market requirements. We seek the industry for improvements that we develop for our solutions, making a full Tower or Robo Advisor for a customer or just the modules he might need. We work together with our clients, establishing a method, taking into consideration the client's team that is going to work with us. All their needs are established in the contract and we also provide maintenance and support during the project. Our mission is to empower advisors with our digital tools so they can get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between financial industry professionals and clients, increasing transparency and loyalty. Clients and advisors can go forward together making the best investment decisions.
If you think that you would make a strong contribution to the 2020 program as a speaker or panelist, please contact our production team:
T: +44 (0) 20 7947 2988