February 2019 London

Digital Advice Summit

Strategic approaches for implementing a digital advice proposition

See you next year!

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:

  • Opportunities and current approaches on informing your digital advice proposition
  • Responding to the impacts of GDPR, Pensions Freedom, Project Innovate and the Financial Advice Market Review
  • Understanding customers: behavioural insights and customer experience design
  • Insights for fintech startups – taking your digital advice offering to profitability
  • Successful partnerships between large incumbents and fintechs
  • Practical steps to integrate digital advice into your firm and deliver ROI
  • Mitigating the compliance and governance risks of offering digital advice
  • Cutting edge technologies that make 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

#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

Register your interest in the Digital Advice Summit 2019

We will contact you with updates and reminders

Resources

Useful resources and the latest news on Digital Advice

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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

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