Name: WealthTech Talks: Reshaping The Onboarding Experience In Wealth Management
Start: 2022-05-17T10:00:00Z
End: 2022-05-17T10:00:48.000Z
Location: BrightTALK
Rating: 4.2

The topic of whether to buy versus build technology has been a longstanding debate in financial services and, for much of that time, the debate made a lot of sense. Historically, for a variety of reasons, building your own technology made a lot of sense. However, in modern times, when the technology marketplace has developed so much and with more and more skilled and specialist third-party solution providers now focused on the wealth management sector, what is the status of the market? Has the ‘buy’ side of the debate won and completely taken over, or does the ‘build’ side still have a foothold in the discussion?

In this live webinar, we will host an engaging discussion on where the wealth management market is now on the buy versus build debate, what the backdrop to that discussion is now from the perspective of the buyer (or the builder!), the wealth management firms, and the solution provider on the sales side. Is buy versus build still a debate to be had, if so, why and for what reasons? Does buy still have things to prove to the market? In buying, is a wealth management firm accessing efficiencies, cost savings, skills and the latest (and always updated) technology or is the decision more complicated? In building, can a wealth management business better maintain what is unique to them, better control their destiny and stay competitive? 

We’ll consider the backdrop, the drivers of this discussion, the dynamics within the wealth management and technology markets, and the behaviors that shape this debate.

WealthTech Talks: Buy versus Build – What Now for Wealth Management?

The marketing and sale of financial products is a highly regulated discipline and knowing whether 
something is allowed is a complex, but critical, area of the wealth management industry. From a variety of
angles, for instance, setting up a marketing campaign, distributing product materials, offering investment 
products to a client, preparing a product proposal and more, there are layers of complexity and risk.
In this live webinar, we will host an engaging discussion with participants in the UK wealth management 
sector to consider the various complexities of compliance when selling financial products. 
heads of marketing, heads of sales, relationship managers, portfolio managers, distribution managers and
others can navigate the complexities and risks and create compliant product and service materials faster 
than ever. With embedding the regulatory requirements directly into the marketing and sales teams’ 
processes, the webinar will consider both the general challenges and risks various users face in these 
areas, as well as looking at several use cases including:
1. Creating compliant product and service materials faster than ever
2. Only displaying the allowed financial services and investment products according to a 
user/visitors' specific information
3. The marketing and distribution of investment funds globally and compliantly
4. Considering the role of technology and ‘embedded compliance’ in this journey

WealthTechTalks: Marketing & Selling Financial Products with Compliance Embedded

“Digital onboarding is the key enabler to new client acquisition strategies.”

In this live webinar, hosted by Stephen Wall, Founder of The Wealth Mosaic, our panel (Dominic Snell, Chief Product Officer at Wealth Dynamix, Cedric Neuville, Director of Pre-Sales and Consulting Europe at Wealth Dynamix and Philippe Malinowski, CPO at Neuroprofiler) will dive into the topic of digital onboarding in Wealth Management.

We will explore people, process, and technology as we highlight what defines the leaders in this area. With 30 years of combined experience our experts will give you the benefit of their hindsight. Whether you are considering your options or already underway with your own digital transformation of the onboarding process – dial in to see if you’re on track for success.

Join us on May 17th, 2022, 11am GMT to learn more.

WealthTech Talks: Reshaping The Onboarding Experience In Wealth Management

For wealth management to stay relevant to its target customer base in this increasingly digitalized world, and certainly to have any chance of winning the next generation of wealth holders and creators, delivering a far more personalized experience to every client, regardless of their profile, will be key. Data and digital tools are the foundations of being able to deliver this at scale.

The success of wealth managers in growing and retaining clients will hinge on their ability to personalize the client experience. Only those who – through their digital transformation – truly deliver a client centric proposition will establish the type of brand loyalty typically enjoyed by large technology firms. For those who do not, the cost of acquiring and retaining their clients will continue to erode operational efficiency. 

In this webinar, we’ll be hosting a discussion on how to create and deliver the personal experiences to clients across the wealth continuum and draw from experience outside of wealth management industry. The panel will discuss elements of this topic including:

• Personalization versus personas
• How personalization can be delivered across the wealth continuum
• How personalization and advice can be delivered at scale through the combination of data, AI and technology.
• How to incorporate the critical factor of client empathy through/with technology
• Taking what is good from big tech firms and applying that to wealth management
• How to make the most of the data available and that not yet being used


Hosted by The Wealth Mosaic’s Senior Advisor & Lead Business Development APAC, Mario A Bassi, and featuring, this webinar will break down the key elements of creating a strong client experience in the modern wealth management space and, critically, to ensure client empathy is core.

Join us on Thursday, March 24, 2022 at 4.30pm HK/SG time to tune in.

Creating Digital Personal Experiences to Drive Engagement, Loyalty and Trust

Expectations continue to evolve among high-net worth (HNW) investors and, for wealth management, this has a potentially significant bearing on their client relationships (and, frankly, advisors and staff too). There is a change around the industry in terms of who the client is, how they how are discovered, what they want from wealth management and the experience they expect. Whether wealth managers are in touch with the changing nature of HNW client expectations is to be seen but, one thing is for sure, Covid-19 and other elements have continued to change expectations and wealth managers must adapt or face the consequences. Whether related to product, service, delivery, pricing, culture, people, technology or another expect of the wealth management experience, the modern wealth management client has a different set of expectations of their wealth manager and if those expectations are not understood or, worse, not met, then those clients are at risk or going elsewhere to find a provider that does meet their expectations. 

In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic aims to dig into this topic with panelists Christine Ciriani, CEO, Private Banking & Wealth at InvestCloud, Rowan Jackson, Co-Founder & Chairman of Promising Outcomes. Stephen will ask Christine and Rowan to update us on what we mean by client expectations, to provide an insight into what the modern HNW wealth management client does expect of their wealth managers and how that has changed due to Covid-19 and other factors, what this means for the wealth management firm and how they respond. Whether through people, technology, culture or more, we will get into the weeds of how a wealth management business can meet the changing expectations of its current and potential HNW client base.

WealthTech Talks: Meeting Evolving HNW Client Expectations in Wealth Management

Expectations are changing and in, wealth management, how clients expect their wealth manager to communicate with them is changing too. Paper-based reports, delivered quarterly, lacking interactivity, no drill-down, not personalized, sent by post, an annual in-person meeting to discuss performance, and so on? This is yesteryear and then some, but it still very much lives on for many wealth management clients. Digital delivery, App-based, 24/7 access, personalized storytelling, content and broad sets of relevant data, drilldowns and look through, secure and compliant, even ESG-focused by removing paper and travel from the model, this is a modern client communication model. But is the wealth management sector there? 

In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic aims to find out. Joining Stephen in this session of our WealthTech Talks will be Christopher Ansara, Founder & CEO of London-headquartered RegTech firm, ALT/AVE, Mark Trousdale, Chief Marketing Officer & EVP at InvestCloud and Jonathan Gane, Chief Sales Officer at InvestSuite. Stephen will ask them to provide an overview of what is happening in the sector, what is good and bad and acceptable, and what best practice in a modern, technology-enabled client communications market looks like, and more. 

Join us on Tuesday February 17th, 10am UK time to watch/listen in.

WealthTech Talks: Delivering Modern Client Communications in Wealth Management

As 2021 comes to an end and with 2022 very much in sight, this webinar looks at the main trends and themes in and around wealth management and technology and WealthTech. What have been the main developments and focus areas in the past year and how will that evolve in the year ahead? With every passing moment, the role of technology in the wealth management sector grows ever more apparent and relevant but what does that mean, where is technology needed most, where is it being applied, where is there still room for improvement and what, broadly, are the influencing themes around the application of technology in the sector?

Joining Stephen on this webinar will be Christine Schmid, Head Strategy & Member of the Executive Board at additiv, Ian Woodhouse, Lead Wealth Management Transformation and Thought Leader for Europe at Accenture, Mark Trousdale, Chief Marketing Officer & EVP at InvestCloud. They will discuss the market’s status and focus and the backdrop to that, they will consider the many challenges and opportunities in front of the wealth management sector, and they will talk through how the sector can deliver against those with technology by its side. Of course, as with all things technology, the webinar discussion will also touch on the human side and the needs of the clients and advisers, on business elements such as strategy, planning, budgeting and culture, and on broader influencing themes such as regulation and competitive market factors. 

Join us on Monday December 20th, 10am UK time to watch/listen in.

WealthTech Talks: 2021 in Review – 2022 in View

Leaders in the APAC wealth management marketplace are investing heavily in technology to reach, engage and manage the wealth of the region’s target wealth management customer base. The APAC consumer is tech literate and shows a higher propensity that in some other traditional reasons to use technology to manage broad aspects of their lives – and that includes how they work with any wealth manager. How then should the modern wealth management firm in the APAC region use technology to further enable the adviser?
Hosted by The Wealth Mosaic’s Senior Advisor & Lead Business Development APAC, Mario A Bassi, and featuring Alan Blanchard, Business Development at Apiax, James Verner, CEO, Private Banking & Wealth APAC at InvestCloud, WeeKee Chia, Client Lifecycle Management & Wealth Platform at OCBC Bank, Michael Tscherter, Managing Partner at Finalix Pte Ltd and Sacha Walker, Managing Director Head of Strategy & Business Operations Asia Pacific at Bank Julius Baer & Co. Ltd, this webinar will explore the various ways that wealth management firms in the region can utilise the increasing range of modern technologies at their disposal to further enable their adviser base. The discussion will cover aspects such as:
• Profiling the APAC adviser in terms of their preferences, needs and expectations with a specific focus on technology.
• Looking at what APAC wealth management firms have done so far with technology to enable their advisers. 
• Understanding how APAC advisers expect to be served by their firms with technologies and tools, considering what has happened in the past, what is happening now and what the future should hold.
• Running through areas of business where wealth management firms can best use technology to enable their advisers.
• Thinking through how wealth managers can start to bring these tools and processes into their business efficiently and effectively.
• Looking at whatever roadblocks to utilisation exist and how to overcome them.

APAC WealthTech Talks: Technology to Enable the APAC Client Adviser

The role played by technology around almost every industry is increasingly dynamic and multidimensional. In wealth management, it is no different. But amid such an array of technologies and capabilities, how does a wealth management organization put in place and use technology to drive their business growth? In this webinar, our co-founder Stephen Wall will be asking our expert panelists to provide their expertise into questions such as what are the technologies and tools that drive growth, in which areas of their business can they look to use technology to drive growth, how should a wealth management firm set-up its technology to support their growth objectives, what are some of the growth numbers they might look to achieve, how does a wealth management firm ensure its people can make the most of those technologies, what are the new tools and technologies to be aware of to support growth, and what factors around the technology are important in make this all work to the benefit of the wealth management organization. 

Joining Stephen on this webinar will be Ryan George, Chief Marketing Officer at Docupace, Anthony Stich of InvestCloud and Tom Westhoff, VP of Global Sales at Practifi.

US WealthTech Talks: Driving Growth in Wealth Management with Technology

The arrival of robo advice into the retail wealth management space was heralded as a new era for the retail investor and as a potential death knell for the much of the traditional wealth management model, so reliant as it was on personal relationships and the human being at the heart of its delivery model. Expensive, inefficient and only for the richest was at the centre of the critique. The investor, fuelled by a new era of technology-led tools and experiences and a desire for a cheaper model, would turn away from the in-person world of the wealth management industry and jump on the burgeoning bandwagon of the digital-only robo advice market.

Of course, it hasn’t really turned out like that due to all sorts of factors but, not least, the ongoing and even rising demand from investors to have access to advice from a professional at the times when they really need it.

Mix in a wide range of themes on the wealth manager side such as cost pressures, diminishing talent pools and the cost of talent, the need to upgrade their technology infrastructure to enable both clients and advisers, heightened demand from clients (and next generation clients too) for a better technology experience, more flexible service models and even a cheaper model, and we arrive at hybrid advice. 

In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host John Porteous, Managing Director, Central Financial Services at Charles Stanley, Richard Caldicott, Deputy CEO, PFP & Customer & Distribution Officer at M&G Wealth, Simon Bussy, Consulting Director – Wealth at Altus, and Ton Kentgens, Country Manager, UK & Ireland at aixigo to discuss hybrid advice. The panel will be asked to cover what it means and why it is relevant, the backdrop to its arrival in the market, the challenges wealth managers face in adopting it successfully and the opportunities that open up if they can, the technology and other elements involved in making it work.

WealthTech Talks: Delivering on the Modern Demand for Hybrid Advice

Wealth Management

Wealth manager

Private Banking

Client Onboarding

Wealth Technology

WealthTech

Client Experience

Digitalization

Digital Transformation

Data Management

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

WealthTech Talks: Reshaping The Onboarding Experience In Wealth Management

Presented by

About this talk

More from this channel