AltFi provides market-leading news, opinion, insights and events for the rapidly-growing alternative finance and fintech community. Our core focus is on disruption to lending, banking and investing, including alternative lending, challenger banks and digital wealth management. In addition, AltFi runs major industry events around the world.

The complex world of high-net-worth and ultra-high-net-worth wealth management is embracing a new model of supporting its customers.

By augmenting traditional human relationship managers with a more personalised self-serve model pioneered by challengers in the space, wealth managers are embracing a more innovative and efficient proposition. But this change isn’t without resistance, both from existing relationship managers and internally over fears that an omnichannel approach will result in complicated, inefficient, or broken user journeys.

Yet research suggests that firms embracing this technology can effectively serve clients for a fraction of the cost – so why hold back? Find out more from our panel of experts.

Speakers:
Benjamin Labrousse, Pre-Sales Manager EMEA, Wealth Dynamix
William Rouse, Commercial Director - UK, MEA & NA, Wealth Dynamix

Moderator:
Oliver Smith, Managing Editor, AltFi

Is 'Hybrid Servicing' The Next Big Thing In WealthTech?

In this special edition of Money Talks, we sit down with AltFi's CEO Of The Year to explore their successes in 2022 and what made them an AltFi Award winner.

Moderator:
Oliver Smith, Managing Editor, AltFi

Money Talks: AltFi's CEO Of The Year 2022 Interview

With the world's economic uncertainties today, even the most well-funded fintechs need to get more value from their support teams. And with added pressure to drive revenue growth and combat competitors from taking away customers, companies must urgently find a clear path to acquiring, onboarding and keeping customers.

Implementing an exceptional customer experience (CX) strategy is one of the most effective ways for companies to differentiate their brand to drive higher customer acquisitions, improve retention rates and grow revenue. But how exactly can financial services companies create better customer experiences to compete?

This webinar provided insights on transforming your CX while addressing the top five challenges facing companies, so that teams can survive and even thrive during the current economic downturn. The challenges discussed:

Challenge #1 - Cut Operational Costs
Challenge #2 - Slow Spending Growth
Challenge #3 - Grow Revenue
Challenge #4 - Turn Agents Into Inside Sales Reps
Challenge #5 - Retain Your Customers

Speakers:
Sarah Anderson, Chief Customer Officer, Regnology 
Bryan Socransky, Director of Product Marketing, Financial Services, Zendesk
Natasha Wear, Director Customer Experience, Zopa Bank

Building Resilience With Customer Experience In Financial Services

In this extended edition of Money Talks we looked back across 2022 to identify the biggest stories and trends of the year, and what impact they might have in the future.

Speakers:
Charles Delingpole, Founder and Executive Chairman, ComplyAdvantage
Amy O'Brien, Reporter, Sifted
Ollie Purdue, Partner, Antler 

Moderator:
Oliver Smith, Managing Editor, AltFi

Money Talks: 2022's Biggest Fintech Trends In Review

Becoming publicly listed is a hugely transformative moment for any company. Our special guest Romi Savova, CEO and Founder of PensionBee, discussed what that experience was like for her, and how it impacted both the day-to-day and strategic direction of the company.

Speakers: 
Romi Savova, CEO and Founder, PensionBee
Oliver Smith, Managing Editor, AltFi

Money Talks: Life As A Listed Fintech

Every lender in the UK right now is worried about the unpredictability in the market. With inflation at its highest levels for 40 years, rumours of further expected spikes in food and fuel prices, increases in mortgage interest rates and consumers nervously looking at dwindling bank balances, we have the kind of perfect storm of uncertainty that makes a roulette table look like a safe bet. So, what changes need to take place to ensure lenders can continue to lend responsibly and profitably?

Watch on demand now to find out how the discussion went. 

Speakers: 
Chris Keane, VP of Business Development, GDS Link
Katrin Herrling, CEO and Co-Founder, Funding Xchange
Arie Wilder, COO, Auxmoney
Daniel Lanyon, Editorial Director, AltFi

The Lending Pivot: Staying Profitable In Times Of High Inflation And Uncertainty

As we reached the 9th anniversary of the UK's Financial Services Act 2012 which unlocked the potential for dozens of new banks to be created, from Monzo to Starling and Monument, we looked back at how this sector has transformed the way millions of people think about money, and what new developments neobanking still holds for the future.

With special guests Sam Everington, CEO of Engine by Starling Bank, Sarah Kocianski, a Fintech and Insurtech Strategy Consultant, and Kunal Galav, Director of Advisory Services at Mambu.

Money Talks: How Nine Years Of Neobanking Changed The World

A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer.

But how are they doing it? Is there a clear business case? And what does the future hold for these more digital-savvy private banks?

This in-depth discussion provided a holistic viewpoint from clients and vendors.

Speakers: 
Wasim Khouri, Chief Strategy Officer, Monument
Johnny Beloe, Director of Pre-Sales, Wealth Dynamix
William Rouse, Commercial Director, UK, MEA & NA, Wealth Dynamix
Oliver Smith, Managing Editor, AltFi

Building an Effective Business Case for WealthTech CLM

Questions are being raised around whether buy now, pay later can mature into a profitable, sustainable sector while also complying with a growing regulatory burden.

Our special guests Ryan Garner, Expert Associate Partner at Bain & Company, and Ion Fratiloiu, Head of Commercial at Yobota, and Tranch's Co-Founder and CEO Philip Kelvin share their views and answer your questions.

Money Talks: Is Buy Now, Pay Later Sustainable?

Just a few years ago financial services and good customer service were rarely put together in the same sentence. Today the industry is at the very forefront, winning awards, commendations and the hearts and minds of its customers. In this webinar, we answered questions including: why this transformation happened? What best-in-class financial customer service looks like in 2022? And how fintechs and incumbents can learn from each other?

Speakers:
Daniel Wright, Head of Customer Service and Training, Monese
Ilana Simons, Financial Services Lead, Zendesk
Lewis Maybey, Lead Customer Experience Manager, Metro Bank
Daniel Lanyon, Editorial Director, AltFi

Customer Service Success: How Finance Is Winning Back Digital First Generations

Ever since the launch of the first challenger banks back in the early 2010s, we've been waiting for someone to disrupt the credit card industry. With the rise of Zopa, Tymit and Jaja Finance could we finally be reaching the breakthrough moment?

Find out with Zara Woods, COO of Jaja Finance, Camilla Baker, Head of Product at Cashplus and Ash Bhatt, Founder and CEO of Pillar.

Money Talks: Can Challenger Credit Cards Finally Break Through?

In this special edition of Money Talks to mark UK Fintech Week 2022, we sit down with some of the architects of UK fintech's growth to-date and ask, where do we go from here?

Money Talks: Where UK Fintech Goes Next

It’s no secret that siloed systems can create multiple issues and halt personalisation and growth, especially within customer service.

Without a streamlined workflow operating behind the scenes, it’s hard to meet the demanding expectations of today’s modern customers, and when it comes to optimising on the backend, Financial Services organisations certainly have some catching up to do.

Optimising internal operations have largely taken a back seat to more visible, customer-facing priorities, such as offering personalised experiences or increasing the number of support channels. However, these backend inefficiencies directly affect customers too, and the cracks are beginning to show.

This disconnect has a fundamental and negative impact on the characteristic that finance organisations need to thrive in today’s market: agility. If a bank or payments company cannot introduce new technology, operationalise it and integrate it into their business process at scale and speed, it creates a cocktail of inefficiency that slows down future innovation.

Key takeaways:
• Recognize how expectations and interactions with financial services have changed post-pandemic
• Legacy systems and data silos: How can we overcome the challenges preventing progress?
• Agents burnout and how automation can help them to deliver better experiences

Speakers include:
Rob Waller, Strategic Transformation Consultant, Zendesk
Joanna Was, Head of Customer Support, Azimo
Adam Davis, Associate Partner, Bain & Company
Oliver Smith, Managing Editor, AltFi

Challenging The Long Term Struggles Of Siloed Systems To Enhance CX In Finserv

Following the shock to the lending landscape brought about by Covid, two years on we explore what the lasting impact has been on alternative lending and what the outlook for the future is.

Join our special guests Tim Waterman, Chief Commercial Officer at Zopa, Amany Attia, CEO of ThinCats, and Mark England, Head of Commerical Insight at Experian to find out.

Money Talks: Exploring The Lasting Impact Of Covid-19 On Alternative Lending

On 13 January 2018 Open Banking launched in the UK after years of wrangling between banks, regulators and fintechs. Now four years on we look back at the successes and shortfallings of the project, and consider the next four years of the ambitious plan to unlock our financial data.

With special guests Charlotte Crosswell, Chair and Trustee of the OBIE, Eyal Sivan, Head of Open Banking at Axway and Yasamin Karimi, Head of Product at Codat.

Money Talks: Four Years Of Open Banking

As we start the year AltFi is kicking off its 2022 series of webinars, Money Talks, with a host of special guests casting their predictions of what 2022's biggest fintech trends will be.

Join Simon Taylor, Chief Product Officer at 11:FS, Mina Mutafchieva, Partner at Dawn Capital and Vinoth Jayakumar, Partner, Molten Ventures to hear which themes they think will define this new year.

Money Talks: Forecasting Fintech's Big Trends For 2022

At a time when up to £27 billion of taxpayer cash might never be repaid from Bounce Back Loans, open banking can offer a way to fill the data gap and ensure better and faster lending decisions, lower operational costs, and improved customer intimacy. In this webinar, we will discuss the increasingly pivotal role of open banking in SME lending, including: 
• combining account data with open banking payments, 
• the role of categorisation and automation, and 
• how open banking data can complement other data sources to make smart decisions around lending. 

Speakers include: 
Dan Mines, Chief Product Officer, Yolt
Patrick de Nonneville, Chief Operating Officer, October
Katrin Herrling, CEO & Co-Founder, Funding Xchange
Dr. Daniel Bartsch, Co-Founder and Chief Operating Officer, CreditShelf
Oliver Prill, CEO, Tide
Oliver Smith, Managing Editor, AltFi

How Open Banking Can Drive Customer Intimacy in SME Lending

It's never been more competitive to raise capital as a startup founder, especially in fintech where huge bets are being placed in sectors like neobanking, buy now pay later and online payments. Our special guests Jamie Campbell, CEO of Fronted, George Robson, Partner at Sequoia Capital, and Tim Levene, CEO of Augmentum Fintech, shared their tips on the funding landscape and how best to stand out from the crowd.

Speakers:
Jamie Campbell, CEO, Fronted
George Robson, Partner, Sequoia Capital
Tim Levene, CEO, Augmentum Fintech
Oliver Smith, Managing Editor, AltFi

Money Talks: Raising Venture Capital As A Fintech

Presented by

About this talk

More from this channel