WEALTH MANAGEMENT TRANSFORMATION SUMMIT

WHY ATTEND

Your Journey to Digital Transformation in Wealth Management

Highlights

Inspiring speakers and real world case-studies
Hear from the innovators behind the latest use-cases. Real “how to” insight from those in the know!
Learn alongside and connect with an audience of financial services and tech trailblazers
60% of our audience are invited to ensure a diverse and senior mix, with more tickets for those bringing value to the discussions.
We focus on the impact on Asset and Wealth Management!
A more targeted attendee community! Wealth Transformation Transformation Summit focuses directly on the internal and external factors disrupting asset and wealth management and will feature more asset management companies per head than any other Fintech event.
Co-located with Insurance Transformation Summit
Your ticket to Wealth Management Transformation Summit also includes access to Insurance Transformation Summit. 40 leading insurance experts will discuss the challenges and opportunities re-shaping the insurance landscape. With close ties between the wealth management and insurance sectors, this co-located event provides an opportunity to learn alongside like-minded professionals, but with tailored content to suit your specific needs.
Safety first experience
Your safety is paramount. Our attendee capacity is set well below the venue capacity giving you more room to socially distance. We’ll also be following the latest government guidance to adopt the safest event experience possible.
Better networking
We’ll feature event activities that add value! Think photo walls, ice breaker sessions, innovative name badges and roundtable discussions.
A 600 attendee capacity limit allows you to identify and engage with those most valued contacts.
1 day event
Everyone will be there at the same time. A 1 day event ensures you won't miss anyone whilst limiting your time away from the office and home.

What's Being Covered?

Topics and themes across the 3 theatres include:

Banking Transformation

- What does the Bank of 2030 look like?
- Digital transformation for traditional banks
- CX and changing customer expectations
- Embracing agility and defining a digital culture
- Financial wellbeing
- The impact of emerging technologies

Fintech and Challengers

- The next challenge for challenger banks
- The development of cloud banking
- The roadmap to open finance
- Competition vs collaboration and partnerships
- Exploring personalisation and automation
- Data privacy and security

Banking Innovation

- Maximising open banking
- New business models for financial services
- The roadmap to open finance
- Maximising and monetizing data
- Exploring embedded banking and BaaS
- Banking in an API economy

Who Will Attend?

Previous attendees: you'll be in great company
Legal_&_General
Schroders
Prudential
abrdn logo
HSBC
Aviva
AEGON logo
Investec
Accenture
PwC
Deloitte
KPMG
BlackRock
Goldman Sachs
UBS
JP Morgan
Santander logo
Coutts
EY
Citi
Microsoft
Barclays
NatWest
BNY Mellon

Attendee Stats

Bringing the Financial Services and Tech industry together
Organisation Type (%)
Seniority (%)

Book Your Ticket Now

Inspiration and confidence for the next step on your digital journey, at Wealth Management Transformation Summit.