2nd Annual Digital Wealth Forum

https://www.bisgrp.com/event/2nd-annual-digtal-wealth-forum/

The wealth management industry is facing the challenges such as intense competition, fee compression, stricter regulations, and evolving customer needs. The impact of these forces and the response of industry stakeholders give rise to critical trends in customer preferences, new technologies, changing advisory models, and security and compliance. Wealth management clients are becoming more astute about financial planning, and they are seeking digital capabilities and better advisory options. The Forum is organized for BFSI Industry for exchanging experience and ideas and to answer to the question on how to go digital in wealth and asset management. Join the conversation on social media with our official hashtag #BISdwam. Join our Banking & Finance Group on LinkedIn and stay tuned for the updates.

KEY TOPICS AND DISCUSSIONS:

Partnership in the digital transformation era
Security program across the enterprise
Sustainability and ESG
Maturity of Hybrid model
Mass customization at scale

Key Learning Benefits

Understanding the evolution of digital wealth model
Looking at strategies to incorporate new digital channels with existing channels
Learning how to align clients’ needs with the digital experiences you’re making in order to remain competitive
Finding out if the digitalization of wealth management excludes the need for human-delivered services
Gaining an insight on developing the new retirement experience
Discussing how CEOs and leaders act in the future of wealth and asset management
Discovering IoT for creating a meaningful client experience
Analyzing cases where pain points in wealth management industry can be solved merely by business automation
Developing an understanding on how to use open banking for wealth management

Areas of responsibility: