Registration
Welcome address
Andrew Crooke
Editor
Hubbis
Panel discussion
Assessing the future of the wealth management business
- What do today's opportunities and challenges for the Asian wealth management industry mean for how the business is likely to develop?
- What are your biggest priorities in keeping pace with today's rapidly-evolving investment, regulatory and technology environments?
- How can various players adapt to this highly-challenging environment? From client onboarding through to ongoing portfolio reporting.
- Can organisations of different sizes really compete in the same space anymore?
- Are wealth managers really geared up enough to deal with the increasingly complex needs of clients?
- What is now required to deliver value to clients?
- Where will scalability come from? How can you achieve this?
- What are the solutions to standardising processes across the region?
- How can you create flexibility with a single regional platform?
- Is it possible to enhance efficiency and drive down the cost of doing business while not compromising service delivery?
- And how can you balance this with the need to be innovative?
- Where is the line between human interaction and technology solutions in service delivery?
Chair
Andrew Crooke
Editor
Hubbis
Panel members
Olivier Crespin
Managing Director, Chief Operating Officer, Wealth Management
DBS Bank
Patrick Dreyfuss
Deputy Chief Executive Officer, Asia Pacific
Societe Generale Private Banking
David Bellingham
Chief Executive Officer & Responsible Officer
Professional Investment Advisory Services
Mario A. Bassi
Managing Director, Head of Asia
Solution Providers Management Consulting
Presentation
How to implement "consolidated client reporting"
Urs Tanner
Chief Executive Officer
Assentis Technologies
- The need for consolidated client reporting
- Roles and players
- Level of sophistication and samples
- Challenges in implementing
- Market chances
Head-to-head Q&A
Maximising your investment data
Fran Thompson
Regional Head of Business Development, Asia
DST Global Solutions
A "live" Q&A on stage - to cover:
- What are the biggest challenges wealth management organisations face around client investment data?
- What is the most important use of investment data today?
- How can organisations use investment data to provide tangible points of differentiation?
- What are the top 3 regulatory challenges for the industry over the next 12 to 24 months, and how are these likely to impact the way organisations view and use investment data?
- What is the right approach to solve the data challenge - buy or build?
Refreshments & networking
Sponsor's Presentation
Corporate actions: ready for a golden copy?
Etienne Savatier
International Sales & Partnerships Director
Sterci
Corporate actions processing is one of the most manual, complex and challenging aspects of the back office. Deadlines are often tight and multiple sources of data may be conflicting, confusing, incomplete or even incorrect. With recent progress on SWIFT standardisation, it is now possible to build a corporate action "golden copy" from the reconciliation of the various data sources available from data providers and custodians. This corporate action "golden copy" is an important milestone in meeting both the operational challenge of corporate action automation and the delivery of a robust corporate actions processing environment.
Head-to-head Q&A
Driving innovation in Asian wealth management
Steve Monaghan
Managing Director, Chief Innovation Officer
DBS Bank
A "live" Q&A on stage - to cover:
- Where do you see the greatest opportunities for bringing innovation into wealth management?
- To what extent do you look at innovation outside of industry for possible application in your business?
- What are your priorities for the next 12 to 18 months?
- What are the biggest challenges to achieving these, and how will you overcome them?
- What is the "holy grail" that technology and innovation are yet to deliver in wealth management?
Panel discussion
Powering the business to the next level
- What are your strategic goals from an operational and IT perspective? How can these be achieved?
- How are you transforming or modernising core banking systems to increase flexibility in service offerings?
- How are you streamlining architecture from a business-enabled technology perspective?
- Buy versus build - what is the best way forward?
- How do you get buy-in from all stakeholders when making strategic decisions and planning for smooth implementation and integration?
- In what ways can you achieve better efficiencies through real-time information processes?
- How can you overcome challenges in delivering innovations to market?
- Is outsourcing likely to become popular in Asia?
- How do your technology and processes support clients and advisers throughout the advisory process (planning / implementation / monitoring)? How do you identify and close gaps by using technology?
- How are you incorporating more business intelligence in management reporting?
Chair
Andrew Crooke
Editor
Hubbis
Panel members
Ignacio Vera
COO Global Head of Internet - Mobile & Offshore Technology Centres
Barclays
Kannan Vijayaraghavan
Executive Director, Business Technology
Bank Julius Baer
Dirk P. Sibiet
Country Technology Officer, Singapore & UAE
ABN AMRO Bank N.V.
Dave Lim
Head of Information Technology, Asia
BSI Bank
Nitin Arora
Manager
Solution Providers Management Consulting
Lunch
Panel discussion
Enhancing client acquisition and retention
- What are the key steps to the successful onboarding of clients?
- How are emerging technologies reshaping the way you connect with customers?
- What trends are emerging in the way wealth management firms are improving the client experience to contribute to increase client loyalty, transparency and communication - by using all available channels and technologies?
- What are the key digital trends and how do they impact the Asian wealth management industry?
- What does it take to leverage technology to drive customer acquisition and retention across multiple distribution channels?
- In what ways can you advance the future with customer insights and analytics?
- How do you grow revenue from existing clients through up-selling and cross-selling?
- How can you draw value from increasing volumes of structured and unstructured data?
- Avoiding the pitfalls of poor data management
- How can wealth managers create a competitive advantage through investment data-driven insights?
- Why is there demand for RMs to have mobile access to investment data and reports?
- How can social media facilitate personalised customer engagement?
- To what extent can you reach new markets using social channels?
- Do organisations make enough use of client reporting? What more should they be doing?
- What are the tools wealth managers need to do the job?
Chair
Andrew Crooke
Editor
Hubbis
Panel members
Dana Ritter
Director, Head of Private Banking IT, APAC Sales and Advisory
Credit Suisse
Thomas Askew
Head, Technology Solution Delivery, Wealth
Standard Chartered Bank
Hoong-Shen Wong
Head of Client Reporting and Output, Singapore / Hong Kong
UBS Wealth Management
Ridzwan Aminuddin
Chief Operating Officer
Wealth-X
Doris Albisser
Chief Executive Officer
CLS Communication
Workshop
Tailored pitch books for an individualised client experience
Urs Tanner
Chief Executive Officer
Assentis Technologies
- Need for tailored investment proposals
- Evolution of sales materials
- Demo of Assentis solution
- Recap and advantages
- How highly personalised investment proposals help in:
- Increasing sales effectiveness
- Enhancing client experience
- Complying to regulatory changes and audit
- Increasing operational efficiency
Refreshments & networking
Panel discussion
Innovation and the future - where next for the role of technology in wealth management?
- How are today's technology and systems-related needs and priorities likely to develop?
- What tools or services will wealth managers of tomorrow be offering to clients?
- How will the application and functionality of mobile services evolve? What are your top 3 priorities opportunities and challenges in terms of mobile technology?
- Usability and navigation: how can you enhance the technology experience by introducing unified dashboards, user-friendly navigation, and seamless process support through different channels?
- What will be the challenges in implementing new solutions?
- The client experience of the future: how can you more actively involve the clients along the entire advisory process through the use of internet and mobile channels?
- The next CRM: from reactive to proactive relationship management; how can you translate data into analytics and how to use the conclusions in the advisory and sales processes?
- How are the various regulatory challenges confronting the industry influencing how technology is being developed and used - by both clients and advisers?
Chair
Andrew Crooke
Editor
Hubbis
Panel members
Ketan Samani
Senior Vice President, eBusiness, Consumer Banking Group
DBS Bank
Edrick Ho
Head of Delivery Channels and Platforms, Asia Pacific
ANZ Retail Banking
Urs Tanner
Chief Executive Officer
Assentis Technologies
Elaine Lee
Regional Head of Information Technology
Bank of Singapore
Daniel Kennedy
Regional Solution Manager - Asia
DST Global Solutions
Forum ends