Digital Advice Summit 2018 | Event Creation Network (ECN) | 21 February 2018 | St Ermin's Hotel, 2 Caxton Street, Westminster London, SW1H 0QW, UK
Venue
St Ermin's Hotel
St Ermin's Hotel, 2 Caxton Street, Westminster London, SW1H 0QW, UK
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| Event Date |
Wed Feb 21 GMT (almost 7 years ago)
In your timezone (EST): Wed Feb 21 12:00am - Wed Feb 21 12:00am |
| Location |
St Ermin's Hotel
2 Caxton Street, Westminster London, SW1H 0QW, UK |
| Region | EMEA |
Details
As the advice gap continues to widen, as regulatory pressures increase, and as automated solutions become more sophisticated, digital advice is moving into the mainstream.
To remain relevant in the changing landscape, most large financial institutions are now taking a view on the role of digital advice in their strategy.
Finance Edge’s summit will bring together global perspectives on building a digital advice proposition and ensuring it yields long-term benefits, both for your firm and for the public.
Key topics:
• Building a digital advice offering, integrating it into your firm and delivering ROI
• How GDPR, Pension Freedoms report, Project Innovate and FAMR are impacting digital advice
• Using AI and behavioural economics to inform your digital advice proposition
• Mitigating the compliance and governance risks of offering digital advice
• Insights for fintech startups – taking your digital advice offering to profitability
• Successful partnerships between large incumbents and fintechs
• The role of biometrics and open APIs in making digital advice more widely accessible
Specifically designed for individuals with the following job titles:
• Head of Advice
• Head of Distribution
• Head of Retail Wealth
• Head of Innovation
• Head of Product / Proposition Development
• Head of Business Transformation
• Head of Customer Engagement / Experience
• Head of Personal / Retail Investing
Speakers
2018 Speakers
Daniel Thomson
Digital Product Owner - Retail Investments | Group Transformation, Lloyds Banking Group
David Stevens
Life Advice Director, LV=
Fernando Hagel Franco
General Manager, Digital, VIVAT
Michelle Pearce
Co-Founder & CIO, Wealthify
Simon Bussy
Principal Consultant, Altus
Anders Nicander
Co-Head, Digital Savings Office, Nordea Bank
Michelle Cracknell
Chief Executive, Pensions Advisory Service
Jason Chapman
Managing Director, Willis Owen
Samantha Seaton
CEO, Moneyhub
Peet Denny
Chief Technology Officer, Wealth Wizards
John Porteous
Retail Customer Solutions Director, Old Mutual Wealth
Alison Davies
Head of Digital, Skipton Building Society
Matthew Phillips
Managing Director, Thomas Miller Investment
James Dunne
Head of Digital Investment, Santander UK
James Walsh
Policy Lead: Engagement, EU & Regulation, Pensions & Lifetime Savings Association
Rob Hudson
Head of Digital Distribution, Aberdeen Asset Management
Edward Lecky-Thompson
Digital Strategy & Innovation, Schroders
Tim Minall
Chief Compliance Officer, WorldPay
Greg B Davis
Head of Behavioural Science, Oxford Risk
Simon Crowe
Sales Director EMEA, Glassbox
Sponsors & Partners
2018 Sponsors & Partners
SENIOR:
• Glassbox
EXHIBITOR:
• PlanPlus
• FE
MEDIA PARTNERS:
• BankNXT
• GlobalRisk Community
• Private Banking
• Industry Events Online (IEO)
• Payments & Cards Network
• Banking Technology