As chatbots, top-notch client experiences, and digital platforms start to become commonplace, wealth and asset managers need to turn to creative solutions to meet targets and differentiate themselves. Early adopters of new digital strategies have already seen stronger positioning in digital-facing markets and more efficient internal operations, so what can be done to drive an industry stalled at the challenge of business overhaul into the digital age?
At Finance Edge’s Digitising Wealth & Asset Management Summit in London on 16 May, we will discuss the next stage in industry digitisation, best practices for building a long-term strategy that will work for your firm, and solutions for the biggest challenges holding teams back. You will be able to determine which proven technologies will be the right fit, and hear valuable experience-based strategies from leading experts on shifting to a digital corporate culture that will respond to both present and future client demands.
Meeting the demands of tomorrow’s clients while maintaining loyalty today
Protecting client and company data in a constantly evolving cyber security landscape
Expectations for technologies on the horizon, and digitising for the next generation
Building a change management strategy centered around a digital corporate culture
Defining the unique client needs of wealth & asset managers, and digitising accordingly
Developing industry partnerships to build profitability and streamline processes
Analysis of technologies with proven value vs. hype, and what will work for you to provide that next-level client experience
Calculating the risk of investing in specific technologies under a limited budget
Outsourcing regulatory compliance focus back in on money management
What attendees say about the summit:
“ECN’s event was interesting and inspiring. In particular, the roundtables offered a rare opportunity to share our challenges and solutions with peers” Deputy Head of Digital Marketing, BNP Paribas.
“The panel session gave us a chance to discuss and debate different views from different perspectives; and having a two-way dialogue with the delegates helped to keep the conversation relevant.” Marketing Director, Rothschild Wealth Management
“The roundtables produced some enlightening real-life tips and keys to success. Through discussion we identified a number of great principles to support change, and everyone took something of value from the session.” Head of Marketing, AXA Wealth.
“Chairing the DTiWAM summit was enlightening and incredibly valuable. Leading execs talked openly, both at a high level and grass roots level. The robust panels, workshop formats and networking opportunities were some of the best I have experienced. I came away thinking that DTiWAM was the best use of my day; and I’ll refer back to the event for a long time to come.” Head of Digital Distribution IT, GAM Fund Management Ltd.
You will meet with 80+...
Innovation & Technology
Marketing & Communication
Client Lifecycle & Relationships
Propositions & Distribution
Wealth management firms
Asset management firms
Digital advice companies
Digital management companies
Private equity firms
Sponsors & Exhibitors
A huge thanks to all our amazing Sponsors & Exhibitors.
Vendor Delegate Plus
Tickets are currently available. Join us in London on 16 May 2018.
What people will tell you about previous ECN events
Insightful industry-leadinge commentary on digital topics, themes and strategies.
Old Mutual Global Investors
Head of Digital
Great content, knowledgeable speakers & audience
Good variety/comprehensive thought leadership. Great opportunity to network.
Really good format, speakers all offering a range of informative discussions points and overall very engaging
Business Development Manager
Topical, Interesting & relevant
Business Senior Client Executive
Other Finance Edge events
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