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Join us, on Wednesday 12th September 2018, as the Investment Management and Advice community comes together for the PIMFA FinTech Conference 2018. This a one-day event, giving attendees the platform to explore the advantages and potential risks of bringing together technology and the investment management and financial advice industry.

Industry experts will discuss the latest trends alongside demonstrations by FinTech start-ups, winners of our international FinTech competition 2018, which took place earlier this year. The day will highlight emerging revolutionary ways of thinking and working to provide solutions for corporate and enterprise customers.

Key topics covered:

  • The Digital Customer Experience
  • Creating Customer Engagement Through Digital Channels
  • Digital Transformation of Back Office Processes
  • Regtech
  • Cybersecurity
  • KYC & Onboarding

Don’t miss out on demonstrations from the newest innovators in the industry:
Cygnetise • Enforcd • Neotas • Envizage


Nick Cook
Head of RegTech & Advanced Analytics
Financial Conduct Authority
Jon Cosson
Head of IT & CISO
JM Finn
Liz Field
Chief Executive
John Harrison
Information and Cyber Security Manager
Charles Stanley
Dr Manuela Rabener
Chief Marketing Officer & Co-Founder UK
Scalable Capital
Stuart Rimell
Head of Desktop Development
IG Group
Lawrence Wintermeyer



08:30                 Registration & Networking Breakfast


09:00                 Welcome

Liz Field, Chief Executive, Personal Investment Management & Financial Advice Association (PIMFA)

09:05                 Introduction from Conference Chair

Lawrence Wintermeyer, Principal, Capstone

09:10                 The Future of Digital Wealth Management

Dr. Manuela Rabener, Chief Marketing Officer & Co-Founder UK, Scalable Capital

09:40                 The Digital Customer Experience: Combining Digital Channels & Digital Tools/ Creating Customer Engagement Through Digital Channels


10:25                 Proof of Concept 1*


10:40                 Networking Break


11:05                 Application of Behavioural Economics to Deliver Better Financial Behaviour in Consumers


11:25                 Using Social Media and Virtual Reality for Customer Engagement


11:45                 Digital Transformation of Front to Back Office, Holistic Data Strategies, Process, Platform development and Collaboration

Stuart Rimell, Head of Desktop Development, IG Group

12:25                 Building the Digital Infrastructure for Financial Services


12:45                 Networking Lunch


13:45                 Co-Sourcing


14:15                 RegTech and the Engaged Regulator

Nick Cook, Head of RegTech and Advanced Analytics, Financial Conduct Authority (FCA)

14:35                 Proof of Concept 2*


14:50                 Cyber Security & Data Privacy

Jon Cosson, Head of IT & CISO , JM Finn

John Harrison, Information and Cyber Security Manager, Charles Stanley

15:20                 Proof of Concept 3*


15:35                 Networking Break


15:55                 Using RegTech for KYC Digital Onboarding and AML


16:25                 Proof of Concept 4*


16:40                 Keynote Address – AI Emerging Trends & Opportunities


17:10                 Closing remarks


17:10                 Networking Drinks Reception


122 available
FinTech Conference - Members - Ticket£249.00 ex. VAT

Please fill in all required fields

99 available
FinTech Conference - Non-Members - Ticket£499.00 ex. VAT

Please fill in all required fields


September 12
9:00 am - 5:00 pm
£249 - £499
Event Categories:


CPD Hours


Drapers Gardens, 12 Throgmorton Avenue
London, EC2N 2DL United Kingdom
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