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What does ‘digital’ in wealth management really mean? Do you know the true digital health of your organisation? And how to reshape wealth management and private banking with technology? These are just a few of the questions you will find answers to in the third edition of the Appway UK Wealth Management Thought Leadership series. Without a digitally healthy organisation, even the best technology will fail. Appway will bring together some of the industry’s leading experts who will not only help you understand and assess your company’s organisational health but will also share valuable insights on how to become a true digital organisation.
The panelists include Roopalee Dave, Director in Wealth and Asset Management at EY, Sebastian Dovey, co-founder of Scorpio Partnership and Wealth Briefing’s 2018 Wealth Management Thought Leader of the Year, Oliver Brupbacher, innovation-driven CTO at Appway, and more to be announced shortly. The panel discussion is moderated by Steve Dyson, Director at Investment and Wealth Management Consultants.
You will have an opportunity to take a digital health check assessment to see how digitally strong your organisation is. Your organisation will be assessed based on four categories:
Omnichannel engagement (nervous system) – do you offer both digital and human-enabled services?
Operational (circulatory health) – is your internal process workflow in top shape?
Regulatory (immune system) – how strong is your compliance process?
Change readiness (responsiveness) – are you able to quickly adapt to change?
Appway will share best practices and tricks to get your organisation into fighting fit shape.
Agenda:
16:30 – 17:00 Registration
17:00 – 17:10 Welcome speech
17:10 – 18:30 Panel discussion moderated by Steve Dyson (IAWMC)
18:30 – 18:45 Conclusion and closing remarks
18:45 – 20:00 Networking reception with drinks and canapés
