2nd ANNUAL DIGITAL WEALTH FORUM

THIS EVENT HAS EXPIRED

The wealth management industry is facing the challenges such as intense competition, fee compression, stricter regulations, and evolving customer needs. The impact of these forces and the response of industry stakeholders give rise to critical trends in customer preferences, new technologies, changing advisory models, and security and compliance. Wealth management clients are becoming more astute about financial planning, and they are seeking digital capabilities and better advisory options. The Forum is organized for BFSI Industry for exchanging experience and ideas and to answer to the question on how to go digital in wealth and asset management. Join the conversation on social media with our official hashtag #BISdwam. Join our Banking & Finance Group on LinkedIn and stay tuned for the updates.

The wealth management industry is facing the challenges such as intense competition, fee compression, stricter regulations, and evolving customer needs. The impact of these forces and the response of industry stakeholders give rise to critical trends in customer preferences, new technologies, changing advisory models, and security and compliance. Wealth management clients are becoming more astute about financial planning, and they are seeking digital capabilities and better advisory options. The Forum is organized for BFSI Industry for exchanging experience and ideas and to answer to the question on how to go digital in wealth and asset management. Join the conversation on social media with our official hashtag #BISdwam.

Join our Banking & Finance Group on LinkedIn and stay tuned for the updates.

KEY TOPICS AND DISCUSSIONS:

    • Partnership in the digital transformation era
    • Security program across the enterprise
    • Sustainability and ESG
    • Maturity of Hybrid model
    • Mass customization at scale

Key Learning Benefits

  • Understanding the evolution of digital wealth model
  • Looking at strategies to incorporate new digital channels with existing channels
  • Learning how to align clients’ needs with the digital experiences you’re making in order to remain competitive
  • Finding out if the digitalization of wealth management excludes the need for human-delivered services
  • Gaining an insight on developing the new retirement experience
  • Discussing how CEOs and leaders act in the future of wealth and asset management
  • Discovering IoT for creating a meaningful client experience
  • Analyzing cases where pain points in wealth management industry can be solved merely by business automation
  • Developing an understanding on how to use open banking for wealth management

Areas of responsibility:

  • IoT
  • Investment
  • Conducting
  • Data Analytics
  • Cybersecurity
  • AI
  • Digitalization
  • Blockchain
  • Smart Contracts
  • Retail Wealth
  • Innovation
  • Product / Proposition Development
  • Business Transformation

Representatives Invited:

  • CIO
  • CDO
  • CTO
  • VP
  • Directors
  • Heads/Managers

Industry participating

  • BFSI Industry
  • Technology Providers
  • Software Developer

HSBC Retail Banking and Wealth Management
Lloyds Banking Group
DNB Bank
Shawbrook Bank
Aldermore
BMI Group/Standard Industries
CACEIS
AtomInvest
Octopus Investments
starfunds.pl
Quant Strategies Altana Wealth
Allianz Global Investors
Schroders
Fidelity International
Coutts & Co
Bethmann Bank AG
ABN AMRO Bank
Fusion Asset Management
Dolfin
Motive Partners
Zagrebačka banka
Nucoro
Fincite
KBC Asset Management
Finantix
Vestmark Inc.
Brewin Dolphin
Ortec Finance
Van Lanschot Kempen
Prudential
ODDO BHF Aktiengesellschaft
Profile SW
Dream Quark
Fincite GmbH

  • Albert Reiter, CFA
Best Practice in ESG Asset Manager & Fund Selection
Chief Executive Officer - e-fundresearch.com Data
  • Krunoslav Ris
Recent Practices and Challenges in Digital Wealth Management
Digital Consultant - Lumen spei
  • Philipp Buschmann
Mass customization at scale
CEO - AAZZUR
  • Xavier Gomez
Hybrid Financial Adviser – Half Human, Half Machine
Founder & COO - INVYO
  • Jurgen Vandenbroucke
In net sales in investments through digital channels – Preserve the human touch in a digital process
Expert General Manager KBC - KBC Asset Management
Albert Reiter, CFA

Albert Reiter, CFA

Chief Executive Officer - e-fundresearch.com Data
Jurgen Vandenbroucke

Jurgen Vandenbroucke

Expert General Manager KBC - KBC Asset Management
Krunoslav Ris

Krunoslav Ris

Digital Consultant - Lumen spei
Philipp Buschmann

Philipp Buschmann

CEO - AAZZUR
Xavier Gomez

Xavier Gomez

Founder & COO - INVYO

Event Details

16 June 2022 08:30
17 June 2022 17:00
PRAGUE, CZECH REPUBLIC

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Organizers

BIS Group
sandraw@bisgrp.com
420773835491
www.bisgrp.com

Sponsors & Media Partners