Wealth Management Transformation Summit 2023
30 November 2023
Novotel London West, London, United Kingdom
30 sessions · 61 speakers
Organiser (1)
Sponsors (7)
Industrial Thought · Instabase · FSL · Bizagi · Salesforce · Smart Communications · Box
Exhibitor (1)
Strategic Partners (5)
FIS · BNY · Objectway · Deloitte · WealthOS
Agenda
- Organisers Welcome and Chairs Opening 30 November 2023 · Theatre 1 & 2
- Panel: The Future of Wealth: Digital Journeys for Wealth Management Firms 30 November 2023 · Theatre 1
- Panel: Client Experience: A Key Battleground for Wealth Managers 30 November 2023 · Theatre 2
- Building a Cohesive and Client Focused Digital Platform for Wealth Management 30 November 2023 · Theatre 2
- Wealth in the Cloud: Overcoming Legacy Systems and Driving Efficiencies 30 November 2023 · Theatre 1
- Navigating Wealth: Insights into Market Dynamics, Client Expectations and the Consumer Duty 30 November 2023 · Theatre 2
- Reacting to a Shifting Demographic: How to Capitalise on New Client Base 30 November 2023 · Theatre 1
- Exhibition 30 November 2023
- Panel: The Democratisation of Wealth and Investing: Opportunities and Threats 30 November 2023 · Theatre 3
- Panel: AI and Automation: Digital Disruption in Asset & Wealth Management 30 November 2023 · Theatre 1
- Panel: Private Banking in a New Era of Digital Transformation 30 November 2023 · Theatre 2
- Adapting to Change: The Evolving Business Models in Wealth Management 30 November 2023 · Theatre 1
- ESG in Wealth Management: Measuring Success and Ensuring Transparency 30 November 2023 · Theatre 2
- Unlocking the Value of Data 30 November 2023 · Theatre 3
- Exhibition 30 November 2023
- Panel: Women in Wealth: Reshaping an Industry 30 November 2023 · Theatre 3
- Panel: Digital Transformation in Context: Culture, Governance, and Ethical Evolution 30 November 2023 · Theatre 2
- Panel: ESG: A New Lens for Wealth Management 30 November 2023 · Theatre 1
- What Should Seamless Onboarding in Wealth Management Look Like in 2024 and Beyond? 30 November 2023 · Theatre 1
- How Can Firms Capitalise on the Opportunities a Changing Demographic and Diversifying Client Base Represent? 30 November 2023 · Theatre 3
- Unleashing the Power of AI to Deliver Next-Level Client Experiences 30 November 2023 · Theatre 2
- Wealth Management Strategies: Navigating Inflation and Increasingly Turbulent Financial Markets 30 November 2023 · Theatre 3
- Strategic Ventures: Integrating Inorganic Growth into your Core Strategy 30 November 2023 · Theatre 1
- The Future of Work: Leveraging Employee Experience To Transform Client Experience 30 November 2023 · Theatre 2
- Blending Technology and Human Expertise: The Hybrid Approach to Robo-Enhanced Advisory Services 30 November 2023 · Theatre 2
- Maximising the Custom Indexing Opportunity to Deliver Personalised and Tailored Investment Solutions 30 November 2023 · Theatre 3
- Big Tech Disruption: Will Tech Giants Enter the Wealth Management Landscape and How Should Established Firms Respond? 30 November 2023 · Theatre 1
- Panel: Digital Assets in Wealth Management: Navigating a New Digital Landscape 30 November 2023 · Theatre 1
- Panel: WealthTech, Wealth-as-a-Service & Partnerships of the Future 30 November 2023 · Theatre 2
- Exhibition 30 November 2023