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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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
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  • 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