Agenda

2nd EDITION MIDDLE EAST WEALTHTECH FORUM 2022

23 FEBRUARY 2022, WEDNESDAY
08:00 – 16:15

 

08:00 – 09:00
REGISTRATION & WELCOME COFFEE

09:00 – 09:10
OPENING NOTE BY THE CHAIRPERSON

09:10 – 09:20
WELCOME ADDRESS

09:20 – 09:40
THE TRANSFORMATION OF WEALTH MANAGEMENT: KEY TRENDS FOR 2022 AND BEYOND
  • The post COVID-19 Resilience Agenda: The Wealth Manager’s Guide to the New Era of Volatility
  • Disruptive trends impacting wealth management
  • Are sustainable investing (SI) strategies and instruments the future over conventional equivalents?

09:40 – 10:00
THE REGTECH REVOLUTION: COMPLIANCE AND WEALTH MANAGEMENT IN 2022
  • How Regtech will be key in clearing up the perennial regulatory cloud?
  • Does the future belong to AI & ML aligned with human intelligence?
  • How data driven Regtech powers regulatory productivity?

10:45 – 11:05
THE ‘DIGITAL FIRST’ FUTURE OF CLIENT ONBOARDING EXPERIENCE, KYC AND CLM
  • How to assess the tangible outcomes of a digital client onboarding initiative
  • What is the expected ROI, NPV, and payback period?
  • Impact on bottom line by improved CX and creation of back-office efficiencies

11:05 – 11:35
NETWORKING BREAK

11:35 – 11:55
THE RISE OF ROBO ADVISORS IN WEALTH MANAGEMENT
  • Why should banks invest in digital advice products and services portfolio?
  • Robo advisors vs financial advisors – Creating a balance for a valuable and reliable client experience
  • How Robo advisors enhances wealth management portfolios and delivers competitive advantage

11:55 – 12:40
PANEL DISCUSSION | BUILDING LONG TERM CLIENT ENGAGEMENT WITH PROGRESSIVE CUSTOMER EXPERIENCE
  • How can wealth management firms and retail banks work with technology to improve D2C, or workplace distribution channels?
  • Finding right balance of digital and human service to attract millennial audience?
  • Best practices to retain the customer in today’s competitive world

12:40 – 13:00
ARTIFICIAL INTELLIGENCE – TRANSFORMING THE FUTURE OF INVESTING
  • AI – The next frontier in investment management
  • Enhancing operational excellence with AI
  • Improving product and content distribution for better customer experience with AI

13:00 – 14:00
NETWORKING LUNCH

14:00 – 14:45
PANEL DISCUSSION | AN OVERVIEW OF WEALTHTECH ADOPTION IN THE REGION
  • The changing face of client relationships in wealth management
  • The impact of a booming Fintech and WealthTech ecosystem
  • Keys to success in digitization and how financial institutions can embrace technology

14:45 – 15:05
ENABLING AUTHENTIC CLIENT ENGAGEMENT IN REMOTE-ONLY WEALTH MANAGEMENT
  • How to reinforce the essential features of digital selling during remote working
  • Improvising the human-client experience model including changes in content, channels and points of connection
  • How to leverage data to demonstrate program efficacy and demonstrate agility

15:05 – 15:50
ROBOTIC PROCESS AUTOMATION – A ROADMAP FOR WEALTH MANAGEMENT
  • Why is RPA relevant in investment and asset management?
  • Importance of freeing wealth managers from repetitive, revenue-killing tasks
  • Case study: RPA applications to the Investment Management industry

15:50 – 16:10
THE IMPACT OF CRM IN ENABLING RELATIONSHIP-FOCUSED ASSET MANAGEMENT BUSINESS
  • How to Use CRM to Build Relationship Capital?
  • How can CRMs keep Asset Managers on top of regulatory and compliance requirements?
  • Harnessing the power of data, insights and improved advisor efficiency

16:10 – 16:15
CLOSING REMARKS BY THE CHAIRPERSON AND END OF SUMMIT PROGRAM