Agenda - Redefining the Digital Evolution in Wealth Management 2015

 

8.40am
Registration

 

9.00am
Welcome Address

 

Anthony Northam

Head of Market Development, Asia Pacific

Thomson Reuters

 

9.05am
Keynote Address
Building a digital bank - the journey so far

 

Olivier Crespin
Group Head Digital Bank
DBS Bank

 

• Why build it in the first place?
• Creating a clear roadmap
• Implementation
• Driving a revolution

 

9.35am

Panel Discussion
Making digital matter – are banks doing enough yet?

 

• What does digital really mean in wealth management today?
• What are the priorities for banks to make the most of the technologies and channels which exist today?
• Are banks changing the way they think about and approach the development of new ways of doing business? What should they be doing?
• Usability and navigation: what’s the right blend to really enhance the client experience? Is the intended client experience coming to fruition?
• Are clients’ needs being served? Do you even know what they are?
• Flexibility Vs cost Vs track-record Vs speed? What matters most, and why?
• What is needed to do more with data?
• How can banks monetise digital platforms and initiatives? Are there any real KPIs?
• Is the investment and time really worth it?
• Are banks able to differentiate their offering in such a competitive marketplace?
• Where are the real pain points banks can address using digital?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Ketan Samani
Chief Digital Officer, APAC
UBS Wealth Management

 

Yashesh M. Kampani
General Manager, Banking and Financial Markets, ASEAN
IBM

 

Rajiv Agarwal
Managing Director
Arete Financial Partners

 

Iker Ibanez
Director, Digital Transformation
PwC

 

Adrian Hutzli

Head of Value-added Services

SIX Financial Information

 

10.15am
Keynote Presentation

Information impact and patterns in prices

 

Patrick Donaldson
Market Development Manager - Wealth, ASEAN. Financial & Risk
Thomson Reuters

 

• Do investors react incorrectly to information due to their emotions?
• Can machine readable news and big data help spot mispriced stocks?

 

10.35am
Refreshments & Networking

 

11.00am
Presentation
5 areas where technology may add value to the wealth management business

 

Greg Prosowicz, PhD
Head of Product Management, Capital Markets
COMARCH

 

• Threat or opportunity? The main challenges for wealth management
• Technology in action – how the industry answers to changes
• How to add value for clients and wealth managers?

 

11.20am
Panel Discussion
Are you ready for the disruption?

 

• What are the main digital trends driving and reshaping wealth management? Where is the biggest potential for digital disruption?
• Where exactly is transformation currently taking place?
• What does it take to compete in this space today?
• Will the cloud be the real game-changer for wealth management? 
• Do banks have the people, culture and mind-set needed to adapt and thrive against the digital giants likely to enter this space?
• How and why is digital design the key to success in driving business transformation and client engagement?
• Rather than competing head-on – are there any immediate opportunities for disruptive technologies to provide private banks a way to extend their value proposition?
• What’s missing and where are the main shortfalls – what will hold back banks and other traditional players from truly integrating new mobile, digital and social media-linked solutions to drive new business?

 

Chair

 

Patrick Donaldson
Market Development Manager - Wealth, ASEAN. Financial & Risk
Thomson Reuters

 

Panel Members

 

Hoong-Shen Wong
Head of Client Reporting and Output, Singapore / Hong Kong
UBS Wealth Management

 

Loic Pitrou
General Manager, Asia
additiv

 

Jacqueline Teoh
Head of Business Consulting, APAC
Orbium

 

Shiv Dewan
Principal, Financial Services Practice
The Boston Consulting Group
 

12.00pm
Head-to-head Q&A
Digitisation of banks in Asia: the transformation of wealth management service delivery

 

Daniel Kennedy
Regional Solutions Manager, Asia Pacific
SS&C Anova

 

• What are the drivers behind the shift towards digital service models for banks in Asia?
• What kind of information and delivery channels are customer demanding?
• Is investment data and analytics keeping up with customer expectations?
• What kinds of service model transformation projects are you seeing in Asia?
• What are the biggest challenges around delivering data for client reporting?
• How can data and analytics give a competitive advantage?

 

12.10pm
Presentation
Digital banking manifesto – a shortlist of the key principles for building a digital bank

 

Deirdre Jennings
Managing Director, Asia Pacific
Crealogix

 

A look at how to manage the disruptive changes in banking by shifting focus and managing trade-offs. We propose 7 key principles to enable a bank to build a long-term digital roadmap for harvesting business benefits and creating a competitive advantage. 

 

1. BEHAVIOUR over segmentation
2. HYBRID ADVISORY over autopilot
3. CONVENIENCE over security
4. SOCIAL over client adviser only
5. CONTEXTUAL INSIGHTS over reporting
6. ORCHESTRATION over integration
7. DIGITAL LEADERSHIP over technology only

 

12.25pm
Panel Discussion
The local perspective: a growing engagement in developing wealth centres

 

• Where is the opportunity across wealth and asset management in local markets to build-out the technology engagement
• What should the priorities be for different types of organisations within wealth and asset management? Especially in local markets?
• How can they get core banking right?
• What are some of the practical challenges involved when buying new systems, software and solutions? How can these be addressed?
• How is the developing product-set impacting what platforms are now needed?
• What platforms exist to help bridge the gaps?
• Playing catch-up – what is the potential for lagging firms to use technology to help them leapfrog to the next stage of development? What are the options available to them? And the issues / challenges in taking this approach?
• What will the landscape look like in 5 to 10 years’ time?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Michael Chahine
General Manager, Private Banking
Emirates NBD

 

Thomas Askew
Head Product Engineering, Investment and Bancassurance
Standard Chartered Bank

 

Alain Boey
Senior Vice President & Head of Transformation Management Department
Bank Simpanan Nasional

 

Patrick Enjalbal
General Manager, Asia Pacific
Sofgen

 

Peter Scott
General Manager, Asia Pacific
Avaloq

 

1.05pm
Lunch

 

1.50pm
Panel Discussion
Getting your implementation right – learning from best practice

 

• What does a successful implementation look and feel like?
• What often goes wrong? And how can this be prevented? Looking in detail at each stage of the decision-making process
• Can vendors play a more meaningful or proactive role in helping local institutions? If so, in what ways?
• What does an effective vendor management framework look like?
• How can banks create IT teams that are commercially driven
• What’s the best way to challenge IT professionals and broaden their experience? And ultimately retain them?
• Where can scalability come from? Is consolidation the answer? How can that approach help you tackle new technology requirements?
• How have the largest international institutions tackled these implementation challenges?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Urs Lichtenberger
Director, Program Head Digital Private Banking, Chief Operating Officer Department, Private Banking Asia Pacific
Credit Suisse

 

Tony Greenwood
Director, Global Transformation, Strategy and Business Performance Team
RBC Wealth Management

 

Michiel van Selm
Director, Financial Services Industry Practice
PwC

 

Aaron Perryman
Partner, Financial Services - Advisory
EY

 

2.30pm
Presentation
Credit Suisse case study: a look inside a digital journey

 

Urs Lichtenberger
Director, Program Head Digital Private Banking, Chief Operating Officer Department, Private Banking Asia Pacific
Credit Suisse

• The decision to go digital – why now?
• Client focused, not bank-focused
• Making all the pieces fit
• Where next with the platform?

 

2.45pm
Presentation

Revolutionising commodities trading
 
Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

 

• Commodities is one of the last asset classes to follow an electronic path
• What’s needed to make this happen?
• What will be the impact of a more tech-savvy and efficient market?

 

3.00pm
Refreshments & Networking

 

3.25pm

Presentation

Multi-issuer platforms

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

• Enhancing efficiency
• Creating a seamless front?to?back system
• Advantages for sell-side and buy-side

 

3.40pm
Panel Discussion
How to keep up with the advisory revolution

 

• What is having the biggest impact on the role and delivery of advice in wealth management?
• In what ways is this reshaping the landscape and advisory models?
• Robo-advisers – what do they mean for the advisory model?
• How can banks get better equipped to facilitate a move towards a quick, slick and personalised offering?
• What is needed to enhance relevance and context – and control – for client portfolios?
• Where will the next mobile wave of investment product come from?
• What does the next generation want from their wealth management experience? To drive the tools and services of tomorrow?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Edrick Ho
Head of Digital and Channel Management, Retail Banking, Asia Pacific
ANZ

 

Naman Shah
Director, Asia Pacific
BizEquity

 

Valerie Bruce
E-Business Specialist
Old Mutual International

 

Deirdre Jennings
Managing Director, Asia Pacific
Crealogix

 

4.20pm
Panel Discussion
Innovation: where next for 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 need stay ahead?
• How can banks better service client obsessions with smartphones and tablets?
• 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 way they use online and mobile channels?
• Where’s the balance between self-service banking and traditional wealth management?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

David Formula
IT Manager for Wealth Management
OCBC NISP

 

Neal Cross
Managing Director and Chief Innovation Officer
DBS Bank

 

Jeremy Hebblethwaite
Head of Architecture, Integration & Security
Bank Julius Baer

 

Michael Yue
Head of Banking and Financial Services, Asia Pacific
Google
 

5.00pm
Forum Ends