Daniel Thomson | Digital Product Manager, Financial Planning & Retirement
Lloyds Banking Group

Daniel Thomson, Digital Product Manager, Financial Planning & Retirement, Lloyds Banking Group


Daniel is the Digital Product Owner for Retail Investments within Group Digital & Transformation at Lloyds Banking Group. He is responsible for defining and delivering the digital strategy for across Private Banking, Investments and long term savings.
 
Prior to his move to the UK seven years ago, Daniel was an Associate Director at Macquarie Bank in Australia where he managed the financial and general business operations of Macquarie Wealth Management.
 
Daniel’s 15 year career in the financial planning and investment industries has covered all aspects of the customer and business lifecycle and he passionately believes the current surge in digital and fintech innovation has the potential to provide significant benefits to both consumers and firms.

Appearances:



Wealth 2.0 day 2 @ 12:40

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?

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