AGENDA DAY 2 - Thursday, 30th November


Wealth 2.0 day 2

Ned Philips

Opening remarks from the chair

Paulo Sironi

Wealth 2.0 – Knowledge digitisation prompts a revolution in the investment value-chain

  • How can new technologies redraw the workflows by putting customer and their goals in the centre.
  • Champion knowledge digitisation, giving all business units augmented views of customers.
  • Enable cognitive gamification where clients’ needs are bundled into engaging value-added services.
  • Adapt business models to a single digital platform that bundles back all FinTech services.
Thierry Derungs

Leveraging digital solutions to improve all aspects of the customer journey

  • The main reasons behind the decision to invest in new wealth management experience for their clients
  • How did BNP Paribas create a culture which encourages rapid digital innovation in the business?
  • Exploring new technologies and services that would take the customer experience to the next level
  • Looking towards the future: New services and solutions on the horizon
Conny Dorrestijn

Wealth 2.0 on steroids? Effect and Impact of Fintech

  • A quick tour through fintech developments: optimizers, transformers and disruptors
  • AI and Robots, Blockchain and more – will they replace the role of the advisor?
  • Age, Wealth, Millennials? – sensible segmentation in Generation M
  • How to survive – better thrive – in times of irrevocable change

Networking break

Michael Stemmle

Why the future of Digital Wealth comes from the Cloud

  • What benefits does a Cloud-based solution offer to a financial institution?
  • Why are these benefits critical to the survival of incumbents?
  • How to set up a new digital Wealth Management Offering in less than four months
  • How this can become the Launchpad for a broad digital transformation and a winning new operating model
Panel discussion

Keynote panel discussion: How is data analytics transforming the investment and wealth management industry?

  • How can data analytics help firms achieve greater insight and understanding of their business as well as their clients?
  • Using data analytics to communicate with clients in a targeted way: How will this change the industry?
  • How can data analytics be used to explore information and identify and track key performance indicators?
  • What are the latest software developments for collecting, storing and interpreting data?

Networking Lunch



stream a

Artificial intelligence in wealth management: What can it do today and what will it do in 5 years’ time?

  • The reality of AI tech: To what extent can it really improve the WAM industry?
  • The importance of trust in today’s WAM industry and AI’s role in achieving this
  • Outlining the importance of engaging with AI in order to stay ahead of the competition
  • Why is AI important now: The availability of data and better algorithms with lower computing costs
  • The emerging AI economy: Taking a look at some relevant case studies

The rise of Robo-Advice 2.0: do investors still need humans?

  • How has Robo-Advice transformed the industry for the better: More transparency, lower fees and greater accessibility
  • Introducing Robo-Advice 2.0: Building the most accurate risk/return projections for clients and providing personalised portfolios for each investor
  •  Could robots be better investors than humans and if so, do we still need humans to tell us how to invest our money?

stream a

Blockchain and the WAM industry: What is the ultimate potential for lowering risk and cutting down on operational costs?

  • Outlining the work being undertaken to investigate the potential of blockchain in the financial services industry
  • Blockchain’ s role in modernising, streamlining and securing administrative tasks and significantly reducing manual processes
  • What do the latest findings tell us about blockchain’ s ability to reduce banks infrastructure costs?
  • Moving forwards to the next 36 months: What are the next steps for blockchain and its role in financial services?

The reality of robo advice: An Asian perspective

  • Setting the landscape of robo advice in Asia: Who are the winners?
  • How is the investment management industry adapting to digitalisation?
  • Making sense of b2b robo advisory vs b2c
  • The future of AI in the Asian banking industry
  • Setting the landscape of robo advice in Asia: Who are the winners?
  • How is the investment management industry adapting to digitalisation?
  • Making sense of b2b robo advisory vs b2c
  • The future of AI in the Asian banking industry
stream a

Panel discussion: How could artificial intelligence be used to enhance business growth in the wealth and asset management industry?

  • Which AI opportunities have the potential to sufficiently improve your service to warrant the cost of investment?
  • Should firms invest in this technology: What difference will it actually make?
  • What could AI do for robo advisors and how can they work together?
  • What are the implications of AI on the role of the advisor: Is it a replacement or an enabler?


Panel discussion: Opening new markets: Which demographics and what type of person will robo-advice appeal to?

  • What are the new opportunities for robo advisor 1.0 and 2.0?
  • Robo around the world: Which regions has robo-tech taken off in?
  • What characteristics will appeal to robo advice?
  • Could robo be attractive for a new type of investor and what’s it possibility for closing the financial advice gap?


Panel discussion

Panel discussion: Machine learning: What does this really mean for the wealth and asset management community going forward?

  • Does machine learning mean the end of the asset manager?
  • How might machine learning alter the role of the wealth and the fund managers?
  • Will advisory and fund management become close under machine learning?
  • Using ML to enhance customisation: Does this mean better client service?
Moderator: Tom Nash, CEO and CTO, Marketsflow
Ned Philips

Chair’s closing remarks

last published: 23/Oct/17 16:15 GMT



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Wealth 2.0 will seek to bring together the global wealth and asset management community and will provide a platform for the industry to meet and formulate a way to move forward in this rapidly changing space.

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