AGENDA
Home / Agenda
CONFERENCE SCHEDULE
TO BE UPDATED SOON
REGISTRATION & WELCOME COFFEE
WELCOME NOTE BY CHAIRPERSON
THE CRITICALITY OF INNOVATION, TRANSFORMATION, AND INTEGRATION TO GROWTH IN THE WEALTH MANAGEMENT INDUSTRY
How machine learning helps wealth managers deepen client relationships?
Drive Towards Digital Infrastructure Platforms
API revolution – A key technology component in the wealth-management industry.
CONTROL THE CHAOS OF MANAGING CLIENT BUSINESS IN WEALTH MANAGEMENT
Modernize your client interaction workflows through your private channel
Streamline your client business processes with guided assistance in banking across
account acquisition, onboarding, and account servicing
Rethinking today’s costly, inefficient, and fragmented client engagement model,
which requires significant manual intervention
Orchestrate each step of your external processes to fast-track client business and
drive efficiency, with a great experience
HOW CAN DIGITAL CHANGE ENABLE SUCCESSFUL OUTCOMES IN THE FUTURE?
Markets are changing: what do firms and clients want from digital change?
Setting the strategic direction for Innovation
Sustainable Digital Innovation enables key business objectives
FIRESIDE CHAT | THE RISE OF ESG: FROM A PERIPHERAL CONCERN TO THE CRITICAL
COMPONENT OF INVESTMENT DECISION-MAKING
How fintech can help banks tackle deforestation
Human Rights Roadmap for Transforming Finance
Are changing regulations a threat to WealthTech firms?
PANEL DISCUSSION | BIG TECH DISRUPTION: BIG PROBLEM OR BIG OPPORTUNITY?
Leap into remote communications
Amenable to the client’s expectation for hyper-personalization
Providing a seamless digital CX
NETWORKING BREAK
ANALYZING KEY TRENDS SHAPING WEALTH MANAGEMENT INDUSTRY FOR 2023
Hybrid models and the generational wealth transfer
ESG investment strategies
Data analytics and hyper-personalization
Wealth 3.00 – Next generation wealth management operating models
PANEL DISCUSSION | THE WEALTH, ASSET MANAGEMENT, AND PRIVATE BANKING
LEADERS’ PERSPECTIVE: WHAT ARE THE BIGGEST THREATS AND OPPORTUNITIES ON
THE HORIZON?
Changes in the industry post-pandemic
Importance of planning, investing and saving
Will increased use of AI result in a higher unemployment rate?
BLUEPRINT FOR WEALTH MANAGEMENT: ROBOTIC PROCESS AUTOMATION
Importance of freeing wealth managers from repetitive, revenue-killing tasks
Why is RPA relevant in investment and asset management?
RPA applications to the Investment Management industry: A case study
PANEL DISCUSSION | WHAT IS THE ROLE OF TECHNOLOGY IN NAVIGATING THE
TRANSITION TO A CUSTOMER-CENTRIC BUSINESS MODEL AND MORE EFFICIENT
BANKING?
Rise of Artificial Intelligence (AI), Big data, machine learning, DLTs, and Blockchain
Enable mass access to traditional market & non-traditional market
Technology trends, risks, and opportunities
CLOSING REMARKS
NETWORKING LUNCH
REGISTRATION & WELCOME COFFEE
OPENING NOTE BY CHAIRPERSON
TECH & FINLIT – THE BEST COMBINATION TO BIRTH A SMARTER INVESTOR
Hedge Fund Managers replaced by Robo-Advisors
Use of an investment app to diversify portfolios
Generation with access to fintech
MIDDLE EAST FAMILY OFFICES: A DECADE OF CHANGE
Overview of major developments affecting Middle East family offices over the past
decade
In what ways can we shape the story to ensure the success of the individual and the
region?
What might the next ten years bring for the region and its family offices?
PANEL DISCUSSION | STATE OF WEALTHTECH IN MENA REGION
Impact of a booming WealthTech ecosystem influenced by Fintech
Impact of a booming WealthTech ecosystem influenced by Fintech
Dynamic customer engagement in wealth management
TAKING A CUSTOMIZED APPROACH – TAILORING SUSTAINABLE FINANCING SOLUTIONS FOR INVESTORS, CREATING VALUE AND AVOIDING ESG RISKS
The core of portfolio construction
How can tailored portfolios help achieve sustainability goals?
Complete integration of Sustainable Portfolio across the industry
PANEL DISCUSSION | THE FUTURE OF WEALTH MANAGEMENT: NAVIGATING THE
RATE OF CHANGE IN A DIGITALIZED WORLD
The Future of Asset Management – Cryptocurrency and Blockchain
Fintech revamps finance
COVID-19 – Catalyst of Wealth Management