Celent Roundtable | Digital Wealth Management: Boosting Distribution with Technology (Invitation only)

Tuesday, June 19, 2018


2:00 p.m.

2:10 a.m.
Welcome and Opening Comments

Will Trout, Head of Wealth Management Research                               

2:20 p.m.
Capital Markets 2.0: A New Paradigm for Capital Allocation

John Dwyer, Senior Analyst, Capital Markets

Digital Assets will redefine capital formation, capital allocation, portfolio construction, and radically change the structure of the digital economy. We will provide a framework for understanding public Blockchains and the emergence of Digital Assets as a new asset class. Building on the themes explored in prior reports, we go deeper into the characteristics of Digital Assets, how it is maturing, and implications for issuers, financial institutions, & vendors.                   

3:00 p.m.
API Monetization Schemes: Wealth Management       

Kelley Byrnes, Analyst, Capital Markets

Incumbent wealth and asset management technology providers are looking to evolve into fully API supported platforms. APIs are known to reduce costs and improve interoperability, but how do API platforms create new revenue? We clarify the role of microservices and Integration as a Service (IaaS) in wealth management, as well as explore potential monetization schemes.

3:45 p.m.
Networking Break

4:00 p.m.
Distribution Revolution

Will Trout, Head of Wealth Management Research

Fund companies are fighting fee pressure by making it easier for advisers to engage. Learn how investment in digital technologies is helping these companies differentiate themselves in a crowded retail market. This presentation will draw on examples from the US, UK and other markets to explore:

  • The platforms and tools used to drive interest among adviser
  • The digital value proposition that is most compelling to the adviser, and the degree to which it helps fund companies stand out
  • The impact of new technologies and non-financial entrants on distribution and the larger fund company landscape

4:45 p.m.

CRM and the Digital Client Experience

Ashley Globerman, Analyst, Wealth Management

Wealth managers are using digital technology to enrich advisor-client interaction. This session explores the components that make up a “good” digital client experience and how emerging technologies in CRM platforms can support flexible and customisable client journeys.

5:30 p.m.
Attendee feedback, discussion and Q&A

A guided review of today’s presentations.  An opportunity for peer interaction.

5:45 p.m-6:30
Adjourn - Cocktails and Colleague Networking


Contact Information

© 2020
Quick, easy and affordable online event registration and event management software for all event sizes.