Wealth Management Transformation Summit 2022
24 November 2022
Novotel London West, London, United Kingdom
19 sessions · 31 speakers
Organiser (1)
Agenda
- Organisers Welcome and Chairs Overview 24 November 2022
- 2030 Wealth Management: What Does the Future Look Like? 24 November 2022 · Theatre 2. Wealth Transformation
- Applications of Causal AI in Wealth Management 24 November 2022 · Theatre 2. Wealth Transformation
- Building a Cohesive Digital Platform for Wealth Management 24 November 2022 · Theatre 2. Wealth Transformation
- Networking Break 24 November 2022
- Transformation for Traditional Wealth Management Firms and Banks 24 November 2022 · Theatre 2. Wealth Transformation
- The Impact of AI and Automation on Wealth and Asset Management 24 November 2022 · Theatre 4. Wealth Innovation
- Operationalising Compliance for Wealth: Enabling Client Advisors to Take the Next Right Action 24 November 2022 · Theatre 2. Wealth Transformation
- From Clients to Content: Securing the Digital Journey 24 November 2022 · Theatre 4. Wealth Innovation
- The Great Wealth Transfer: Managing the Client Transition and Engaging the Next Generation 24 November 2022 · Theatre 2. Wealth Transformation
- Creating a Customer-Centric Journey and Transforming Wealth Management 24 November 2022 · Theatre 4. Wealth Innovation
- Lunch 24 November 2022
- Customer Experience and Hyper-Personalisation 24 November 2022 · Theatre 2. Wealth Transformation
- ESG or ‘Green Investing’: Reshaping Wealth Management 24 November 2022 · Theatre 4. Wealth Innovation
- Intelligent Automation and the Value of Data: How Wealth Managers are Transforming Their Business with Deep Learning 24 November 2022 · Theatre 2. Wealth Transformation
- The New Competitive Calculus: Competing with Data Driven Strategy in Asset Management 24 November 2022 · Theatre 4. Wealth Innovation
- The Future of Data in Wealth Management: How St. James's Place are Utilising AI to Maximise Data Value 24 November 2022 · Theatre 2. Wealth Transformation
- The Untapped Market: Innovation Roadmaps for Closing the Advice Gap 24 November 2022 · Theatre 4. Wealth Innovation
- Exploring the Democratisation of Wealth and Investing 24 November 2022 · Theatre 2. Wealth Transformation