Digital Transformation in Wealth and Investment Advisory - A Banking Byte Event

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17 September 2015
Level39, One Canada Square, Canary Wharf, London, E14 5AB, London, UK

Mass affluent and Premium retail banking clients are routinely requesting access to products that were traditionally only available to highly sophisticated or high-net-worth investors, including more personalized, 1:1 advisory services.

This Banking Byte discussion will look at how digital, design, user experience and innovation strategies have removed the need for high-cost, in-person advisory. It will discuss how innovative technology can provide a cost-effective solution for delivering more personalized advisory services to investors at the lower end of the investment scale while retaining the first-class levels of services required by higher net worth investors.

As the convergence between the retail and corporate worlds continues to accelerate the discussion will also look at how the service expectation of investors is changing based on the digital experiences they have in their personal lives, through firms like Apple and Amazon.

Finextra and EPAM invite you to an exclusive evening event commencing with a Champagne reception and closing with an opportunity for networking with your industry peers including drinks and canapés. Our speakers include:

  • Phil Allen, Director, Digital, Wealth and Retail Investments, Lloyds Banking Group
  • Mike Harding, Chairman, Oliver Wyman Digital Network
  • Ashley Globerman, Analyst, Wealth Management Practice, Celent
  • Matt Farrar, VP Design & Innovation, EPAM

Via a series of presentations and a panel session speakers will discuss:

  • Technology is blurring the boundaries between the services that can be offered to high-net-worth investors and the mass affluent
  • Premium retail banking clients are routinely requesting access to products that were traditionally only available to highly sophisticated investors
  • The adoption of digital technology has removed the high cost of in-person advisory
  • Technology, innovation, design and user experience is enabling advisory services to be delivered to a wider population of investors, particularly at the lower end of the investment scale, without compromising on quality
  • The convergence of the retail and corporate worlds, and the digital services offered by firms such as Apple and Amazon, is changing investor expectation
  • Partnerships opportunities with and what can be learnt from fintech providers and start-ups

Please note, priority will be given to employees of regulated financial services institutions.

Event details

Wealth Management
Geographic Focus