IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
8:00am - 8:50am 50 mins
AI Summit
Registration, Breakfast & Networking
8:00am - 8:50am 50 mins
Wealthtech & Investech Summit
Registration, Breakfast & Networking
8:50am - 9:00am 10 mins
AI Summit
Chairman's Welcome Address
8:50am - 9:00am 10 mins
Wealthtech & Investech Summit
Chairman's welcome address
9:00am - 9:30am 30 mins
Info
AI Summit
Embedding AI in your business strategy: Holistic transformation of your business
  • Defining your strategy and your priorities, in order to choose and adopt the right AI solutions: identifying which tools will impact which elements of your business strategy, in order to maximize success.
  • How do you select systems at point of purchase, and ensure it’s the right technology for you?
  • Building the core of your infrastructure differently - the need for an overall vision and reconstruction, rather than patchwork change using AI.
9:00am - 9:30am 30 mins
Info
Wealthtech & Investech Summit
Where is disruption happening in wealth management?

A couple of years ago saw disruption in pricing, catalyzed by Robinhood; today, how will technology and disruptors impact the industry, and what is coming down the line for you to be aware of?

With wealth meaning different things at different stages of life, what do intergenerational wealth strategies look like? What new initiatives and technological solutions exist to find solutions to the myriad wealth challenges people will face in a lifetime?

9:30am - 10:00am 30 mins
Info
AI Summit
Mirroring the capabilities of big tech: Harnessing the predictive power of AI
  • With consumers expecting more and more from organizations, and big tech companies providing the benchmark by which we are all measured, what lessons can we learn from the ways they operate?
  • Dissecting the myriad ways to leverage AI in order to predict customer behavior, personalize offerings, and meet customer needs.
  • Developing your predictive capabilities and integrating this into your broader AI strategy: tools for success.
9:30am - 10:00am 30 mins
Info
Wealthtech & Investech Summit
Diversified product offerings in a new era of wealth management
  • With new entrants offering different and varied service offerings and new business models, what does innovation in wealth management and investment look like moving forward, and which players should you keep an eye out for?
  • How are different players using technology to satisfy the needs of all their customers, no matter what their wealth background?
10:00am - 10:30am 30 mins
Info
AI Summit
Case Study: Harnessing AI for a client-first, customer-facing data strategy

With every firm now collecting data, the key is to apply intelligent analytics to data, and serving it up to the end user to access their data. Hear how to unify disparate data in intelligent ways for a better customer journey.

  • Delivering interoperability, unifying the customer experience, and providing the appropriate data at the appropriate time
  • Moving to a self-service, app-approach model that millennials can understand: bringing everyday technology to your data strategy
10:00am - 10:30am 30 mins
Wealthtech & Investech Summit
The future is hybrid: Marrying roboadvice with human advisers, and how this fits into the broader wealthtech landscape
10:30am - 11:00am 30 mins
AI Summit
Morning coffee & networking
10:30am - 11:00am 30 mins
Wealthtech & Investech Summit
Morning coffee & networking
11:00am - 11:30am 30 mins
Info
AI Summit
The risks of interconnectivity: The downsides of AI?
  • With everything increasingly interconnected, what are the potential vulnerabilities, and how can you tackle these head on?
  • How do we prevent against biases, and understand what AI systems are really doing, and talk through the potential risks?
11:00am - 11:30am 30 mins
Info
Wealthtech & Investech Summit
Case study: Agility and customer-centricity in wealth management
  • How to reinvent the culture of an incumbent to an agile model and integrate the mindset of a startup, and the impact of this transformation on teams, advisors, and customers alike.
  • Moving from 127 product releases to over 4,000 in the three years to 2018, without changing headcount or budget: a case study of success in going agile.
  • Understanding the customer journey and identifying what experience customers want to have, in order to serve them better.
  • Strategies for satisfying every kind of client, and designing services for people with different preferences.
11:30am - 12:00pm 30 mins
Info
AI Summit
Case studies: Leveraging AI to exceed expectations and provide an optimal customer service
  • Use cases of AI to pinpoint customers and their needs, to provide new and targeted product recommendations
  • How to use AI to have better interactions with your customers
  • Exploring how institutions have used AI to improve the customer experience and customer service piece
  • As adoption increases, where can you add real value using AI?
11:30am - 12:00pm 30 mins
Info
Wealthtech & Investech Summit
Engaging the millennial market and meeting their changing demands
  • With preconceived notions of what millennials want from wealth management, how do we cut through the assumptions?
  • Determining what younger customers want from us, how their needs are evolving, and what this means for the future of wealth management.
  • Exploring how gamification can enhance what you offer and make you more appealing, as well as enhancing loyalty amongst a fickle demographic.
  • The opportunities to differentiate: with millennials’ prioritization of ethical, sustainable investing, how can you match your offerings to their motivations?
  • Social trading platforms and the possibilities for ease of investing.
12:00pm - 12:30pm 30 mins
Info
AI Summit
AI and workforce transformation

As we’re leveraging AI and how it’s deployed, how do we ensure we have the best roadmap for upskilling our teams? If people are being displaced, are we working to ensure they’re placed elsewhere? How are we addressing the challenges around the fundamental changes to the workforce and the types of jobs that exist moving forwards?

12:00pm - 12:30pm 30 mins
Info
Wealthtech & Investech Summit
The personal touch: Engaging with high net worth individuals in meaningful ways
  • With HNWIs valuing tailored, personalized advice, how should you be adapting your approaches, communication styles and communication channels, in order to keep engagement high, to be accessible, and add value to your customers?
  • How can you integrate technology without compromising the one-to-one attention, or, indeed, how can you integrate technology whilst enhancing that attention?
12:30pm - 1:30pm 60 mins
AI Summit
Lunch & networking
12:30pm - 1:30pm 60 mins
Wealthtech & Investech Summit
Lunch & networking
1:30pm - 2:00pm 30 mins
Info
AI Summit
The future of fraud prevention and detection: AI in practice
  • Integrating AI into the next generation of fraud detection - what are the models currently available, and what does the future hold?
  • Leveraging behavioral science and applying the models for a better fraud strategy
  • Increasing sophistication: using data in better ways to provide more effective fraud detection, and stopping fraud before it happens.
1:30pm - 2:00pm 30 mins
Info
Wealthtech & Investech Summit
Automated client reporting and financial management
  • Creating tailored, automated services and analysis to your customers, and the potential effects of automation for your clients as well as your teams.
  • Using customer-centric channels of communication to fit into the customer’s life, not the other ways around.
  • Personalization of the client journey, and using AI for better service provision
  • The particular importance of performance reporting for HNW individuals.
2:00pm - 2:30pm 30 mins
AI Summit
Leveraging AI and analytics in capital markets
2:00pm - 3:00pm 60 mins
Wealthtech & Investech Summit
Planning for the future: Helping the US save for retirement
2:30pm - 3:00pm 30 mins
Info
AI Summit
Integrating hyperpersonalization into your AI strategy: The future of customer engagement

In order to serve the customer as well as possible, it is not enough to take into account the financial data you have: we must take into consideration the customer’s aspirations, goals, and personal data. This session will explore the need to focus on a truly holistic understanding of the customer, in order to hyperpersonalize your offering and ensure the right services are being directed towards them:

  • Leveraging AI to harness real-time, behavioral data: how to streamline the process and make it as effective and efficient as possible.
  • The potential opportunities of hyperpersonalization to anticipate customer engagement, predict take up, drive loyalty, and to define the future of customer experience.
3:00pm - 3:05pm 5 mins
AI Summit
Chair’s closing remarks
3:00pm - 3:05pm 5 mins
Wealthtech & Investech Summit
Chairman's Close Remarks & End of the Event
Showing of Streams