AGENDA

The Next Step in Your Transformation Journey

Wealth Management. Transformed.

0920 - 0940

Theatre 1 & 2

Organisers Welcome and Chairs Opening

0940 - 1020

Theatre 1

The Future of Wealth: Digital Journeys for Wealth Management Firms

Are WM Firms entering a new phase of digital transformation – what does that look like?
Are legacy systems still a major barrier for digital transformation at scale?
How can WM Firms utilise data and technology to empower their advisors and clients?
What do modern clients expect from institutions in 2024 and beyond?

0940 - 1020

Theatre 2

Client Experience: A Key Battleground for Wealth Managers

How are wealth managers reacting to a changing client base and their changing expectations?
What are the benefits of a 360-degree client view and can it actually be achieved?
Should WM firms look to emulate customer experience provided by Amazon, Netflix, Apple and other tech giants?
Is a hybrid model the best approach to meet client needs or should we be 100% digital?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1020 - 1040

Theatre 1

Unlocking the Value of Data: Analytics and Automation to Redefine Wealth Management

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1020 - 1040

Theatre 2

Building a Cohesive and Client Focused Digital Platform for Wealth Management

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1040 - 1100

Theatre 1

Reacting to a Shifting Demographic: How to Capitalise on New Client Base

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1040 - 1100

Theatre 2

Embracing a Culture of Innovation: Enabling Digital Transformation by Shifting Team Cultures

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1100 - 1130

Morning Break

1130 - 1210

Theatre 1

AI and Automation: Digital Disruption in Asset & Wealth Management

Where is AI and automation having the greatest tangible impact across wealth and asset management processes?
How can data and AI be utilised to better understand your client base?
Are robo advisors genuinely the future or is this trend unlikely to take hold?
A hybrid model: Does increasing automation mean the end of human interaction in wealth management?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1130 - 1210

Theatre 2

Private Banking in a New Era of Digital Transformation

How can private banks meet the needs of a changing and increasingly digital-focused customer base?
What does a digital transformation roadmap look like for today’s private banks?
How will the emergence of wealth-as-a-service and digital challengers impact the sector?
What trends and disruptions do private bank leaders predict for the coming years?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1130 - 1210

Theatre 3

The Democratisation of Wealth and Investing: Opportunities and Threats

How has the increase of simple, digital & cheap investment platforms changed the wealth management landscape?
What impact is ‘the great wealth transfer’ likely to have on business models moving forwards?
Is it now imperative that traditional firms adopt a digital offering in order to compete?
Is there both a responsibility, and a business opportunity, to re-focus on financial literacy to engage and educate new investors?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1215 - 1235

Theatre 1

Wealth in the Cloud: Overcoming Legacy Systems and Driving Efficiencies

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1215 - 1235

Theatre 2

ESG in Wealth Management: Measuring Success and Ensuring Transparency

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1215 - 1235

Theatre 3

Adapting to Change: The Evolving Business Models in Wealth Management

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1240 - 1300

Theatre 1

How to Develop a Robust, Holistic Cybersecurity Strategy in an Increasingly Digital Era

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1240 - 1300

Theatre 2

Key Strategies to Develop a Personalised and Genuinely Seamless Client Experience

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1240 - 1300

Theatre 3

Can Private Banks Digitise in Order to Meet New Clients’ Digital Expectations

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1300 - 1400

Lunch

1400 - 1440

Theatre 1

ESG: A New Lens for Wealth Management

How is the increasing focus on ESG reshaping wealth management?
Are WM firms doing enough to deliver robust and transparent ESG strategies?
How can ESG approaches be used as a competitive advantage? Can technology help?
What is ESG regulation likely to look like moving forwards and how could this impact WM firms and banks?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1400 - 1440

Theatre 2

AI and the Customer: Why Personalisation is a Priority

How important is the trend towards a more personalised approach and how is it impacting wealth management?
How can tech be utilised to deliver a truly personalised client experience?
Meeting the scalability challenge: How to move from experiments to personalisation at scale?
Meeting the scalability challenge: How to move from experiments to personalisation at scale?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1400 - 1440

Theatre 3

Women in Wealth: Reshaping an Industry

Why women should be moving from an underserved client segment to a real business opportunity?
Is there a gap in addressing women’s financial needs and creating a tailored approach?
How can tech be utilised to help shift the gender wealth gap?
How can the wealth and private banking sectors benefit from a more inclusive workforce and more women in leadership roles?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1445 - 1505

Theatre 1

What Should Seamless Onboarding in Wealth Management Look Like in 2024 and Beyond?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1445 - 1505

Theatre 2

Transforming Wealth Management with A Digital, Customer-Centric Approach

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1445 - 1505

Theatre 3

How Can Firms Capitalise on the Opportunities a Changing Demographic and Diversifying Client Base Represent?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1510 - 1530

Theatre 1

Unleashing the Power of AI to Deliver Next-Level Client Experiences

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1510 - 1530

Theatre 2

The Future of Work: Leveraging Employee Experience To Transform Client Experience

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1510 - 1530

Theatre 2

Wealth Management Strategies: Navigating Inflation and Increasingly Turbulent Financial Markets

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1535 - 1555

Theatre 1

Big Tech Disruption: Will Tech Giants Enter the Wealth Management Landscape and How Should Established Firms Respond?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1535 - 1555

Theatre 2

Building a Unique Brand Identity to Drive Growth for Your Wealth Management Firm

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1535 - 1555

Theatre 3

Maximising the Custom Indexing Opportunity to Deliver Personalised and Tailored Investment Solutions

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1600 - 1640

Theatre 1

Web3, Crypto and the Digital Asset Ecosystem

What impact is the increasing popularity of cryptocurrencies and digital assets having on the wider wealth management landscape
How feasible is it to re-evaluate products and incorporate digital assets?
Will recent collapses and regular turbulence put a hold on digital asset progress?
What are the regulatory challenges and requirements surrounding digital assets in wealth management?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1600 - 1640

Theatre 2

WealthTech, Wealth-as-a-Service & Partnerships of the Future

How is the Wealth-as-a-Service landscape developing?
How important are successful partnerships in order for traditional institutions to remain competitive?
How are partnerships between existing players and digital disrupters working in practice?
Will the idea of ‘embedded wealth’ become widespread as industry leaders embrace partnerships and open tech ecosystems?

Conrad Ford, Chief Product & Strategy Officer, Allica Bank

1640 - 1800

Networking Drinks

AGENDA

The Next Step in Your Transformation Journey

Wealth Management. Transformed.

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