21 February, 2018. London

Digital Advice Summit

Digital business models in financial advice - from innovation to delivery

21 February, 2018. London

As the advice gap continues to widen, as regulatory pressures increase, and as automated solutions become more sophisticated, digital advice is moving into the mainstream.

To remain relevant in the changing landscape, most large financial institutions are now taking a view on the role of digital advice in their strategy.

Finance Edge’s summit will bring together global perspectives on building a digital advice proposition and ensuring it yields long-term benefits, both for your firm and for the public.

Key topics:

  • Building a digital advice offering, integrating it into your firm and delivering ROI
  • How GDPR, the Pension Freedoms report, Project Innovate and FAMR  are impacting the digital advice
  • Using AI and behavioural economics to inform your digital advice proposition
  • Mitigating the compliance and governance risks of offering digital advice
  • Insights for fintech startups – taking your digital advice offering to profitability
  • Successful partnerships between large incumbents and fintechs
  • The role of biometrics and open APIs in making digital advice more widely accessible

Specifically designed for individuals with the following job titles:

  • Head of Advice
  • Head of Distribution
  • Head of Retail Wealth
  • Head of Innovation
  • Head of Product / Proposition Development
  • Head of Business Transformation
  • Head of Customer Engagement / Experience
  • Head of Personal / Retail Investing

Banks and financial institutions

Apply for a free guest place*

*Complimentary places are available to financial institutions, at ECN’s discretion. Financial institutions include banks, investment managers, hedge funds, private equity firms and insurance companies. Complimentary places are not available for consultancies, law firms or software vendors.

#digitaladvicesummit

Network with decision-makers from leading:

  • Pension providers
  • Investment managers
  • Advisory firms
  • Life companies
  • Banks
  • Employee benefit companies
  • Fintechs
  • IFAs
  • Regulators
  • Consultants
  • Solution providers
  • Digital advice / robo advice platforms

Sponsors & Exhibitors

A huge thanks to all our amazing Sponsors & Exhibitors.

Exhibitor

Register your interest in the Digital Advice Summit 2018

We will contact you with updates and reminders

Speakers

Well known industry leaders and emerging talents

View all Finance Edge events

What people will tell you about previous ECN events

  • Congratulations on a really fantastic event. We had a ball at the RegTech Summit Europe, and as well as learning a load, we’ve lined up multiple interested prospects – thanks for having us.

    Shane Brett

    Shane Brett

    GECKO Governance
  • Congrats on a great event. The ECN team should be proud. I spoke with many influential folks at the summit and all were impressed. Can’t wait until NYC!

    Scott Nelson

    Scott Nelson

    BIGcontrols

Other Finance Edge events

Resources

Useful resources and the latest news on Digital Advice

Join our community

We'll be creating and curating lots of Digital Advice content for your benefit.... so please follow, engage, share, spread the word, discuss, debate, read, watch and more on our social media channels.