Celent Roundtable | The New Digital Value Chain

London
Thursday, January 17, 2019

Program


1:30 p.m.     
Registration 
                   

 
2:00 p.m.







Welcome and Opening Comments: GDPR and CRM: Regulating Client Privacy

Ashley Longabaugh, Analyst, Wealth Management

The engine behind any front office or CRM system is clean data. In the digital age, data is easy to come by; however, the fluid and compliant management of large sets of customer data is what separates the field. The General Data Protection Regulation (GDPR) is a piece of European Union legislation that regulates how personal data is collected, bought, sold, and used. This session will look at the impact that GDPR has had on CRM and front office solution since its implementation.
 
 
2:35 p.m.








 

Wealth Management Onboarding in the Digital Age: A Lever for Satisfaction and Cross-Sales

William Trout, Senior Analyst, Head of Wealth Management

Rising expectations among client and advisors have raised the bar for wealth managers, who must balance regulatory and compliance requirements with the need to drive satisfaction and cross sales. At the same time, competing organizational claims and diffuse ownership structures underscore the fact that onboarding cannot be understood as a single process, but rather as a series of events and processes demanding collaborating across operating units and functional areas. 

 
3:05 p.m.
 

Networking Break

 
   
3:20 p.m.







 

Institutionalization of Digital Assets

John Dwyer, Senior Analyst, Securities & Investments, Asset Management

2019 promises to be a transformational year for Digital Assets. Regulated on-ramps which will facilitate institutional capital allocation to Bitcoin are imminent. Fully-regulated Security Tokens will combine the power of public blockchains and tokenization to create new investable assets for institutional investors. We explore the position of financial institutions toward public blockchains and the Digital Asset opportunity ahead.
     
3:55 p.m.
  Interactive Discussion and Q&A

This session is designed to allow for the free-flowing exchange of ideas on innovation initiatives across organizations on the day's presented topics. Celent will moderate this peer group discussion.
     
4:15 p.m.
  Wrap-up, Networking, Cocktails, and Canapes

 
10:35 a.m.
  Introducing Celent VendorMatch

Wealth Management Onboarding in the Digital Age: A Lever for Satisfaction and Cross-Sales

WIlliam Trout, Senior Analyst, Head of Wealth Management

Rising expectations among client and advisors have raised the bar for wealth managers, who must balance regulatory and compliance requirements with the need to drive satisfaction and cross sales. At the same time, competing organizational claims and diffuse ownership structures underscore the fact that onboarding cannot be understood as a single process, but rather as a series of events and processes demanding collaborating across operating units and functional areas. 

Wealth Management Onboarding in the Digital Age: A Lever for Satisfaction and Cross-Sales

WIlliam Trout, Senior Analyst, Head of Wealth Management

Rising expectations among client and advisors have raised the bar for wealth managers, who must balance regulatory and compliance requirements with the need to drive satisfaction and cross sales. At the same time, competing organizational claims and diffuse ownership structures underscore the fact that onboarding cannot be understood as a single process, but rather as a series of events and processes demanding collaborating across operating units and functional areas. 
 

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