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Owen James: Mindful of Technology in Financial Services -A Wealth Manager's View

During Owen James' first Mindful of Technology in Financial Services event in London in November 2019, we interviewed Glenn Murphy, COO of Stonehage Fleming, to hear his view on aspects of the role of technology in wealth management.

Glenn provided his view on:

Where he sees the opportunities for his business through the greater use and capabilities of technology
What trends in the technology landscape excite his firm most
When looking at technology, where is his firm most focused - the business, staff or clients
Thanks to Owen James Group and to Glenn for sharing his time and thoughts.

More insights and opinions to follow soon.

#wealthmanagement #privatebanking #familyoffice #financialadvice #digitalwealth #digitaladvice #privateclient #privatewealth #HNW #UHNW #wealthtechnology #wealthtech #wealthischanging #wealthmustadapt
Recorded Feb 10 2020 2 mins
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Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: Owen James: Mindful of Technology in Financial Services -A Wealth Manager's View

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    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The new challenge for enterprises, including wealth management firms, is to better respond to organisational changes and evolving customer expectations in what is a highly unpredictable environment. Becoming an agile business, as well as operating with an agile software development methodology, is a necessity as wealth managers seek to respond to the disruptive forces shaping their businesses. In a world full of constant change, only an agile mindset, framework and organizational structure will deliver sustainable advantage.

    The concept of agile technology development was introduced about 15 years ago as an alternative approach to the more traditional waterfall methodology. Agile was designed to emphasise flexibility through the project lifecycle, allowing teams to react quickly to new insights or changes in the project scope. Agile involves multiple short development rounds in which, at the end of the single iteration, project stakeholders can evaluate the delivery, provide feedback and allow teams to adjust their plans as required. Beyond this, there is now a movement to extend this approach to the entire enterprise, with the idea of the agile business supporting the organization to respond to this constant demand for faster changes and greater flexibility in their response.

    Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Josh Cogan, Associate Partner, Head of Banking, UK, at Synpulse, and Matteo de Marchi, Head of Product Innovation at InvestCloud Private Banking, this webinar will look at why wealth management firms should transition from a more traditional approach to one that is more agile, how they should do that and what to consider in doing it. The panel will discuss the factors at play in successfully moving to an agile business framework and, importantly, how an agile enterprise technology architecture will also allow for the development and delivery of an agile business framework.
  • WealthTech Talks: Moving from People v Tech to People & Tech Recorded: Apr 13 2021 62 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    In a world that is increasingly reliant on the many technologies that now exist, how can the wealth management sector marry its long-standing perception as a people and relationship business and a technology laggard and arrive at a place where it mixes the best of people and relationships with the best of the technologies available to it? How does wealth management make sure it is mixing the right amount of people & Tech rather than people v tech? With so much change, with competition evolving, with client and staff expectations modernising and with data pointing to such high failure rates in things such as digital transformation projects, marrying the best of people with the best of technology is easier said than done. So how does the wealth management sector make the most of its people and also the most of the technologies available to it and ensure it is an industry that is about people and technology rather than people versus technology?

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    Stephen Wall, Co-Founder, The Wealth Mosaic
    While much of the new technologies available to wealth managers exist to enhance and add value to various aspects of their businesses, especially to the relationship between advisers and clients, a core focus for many wealth management organisations remains cost efficiency and the streamlining of many, if not all, of their legacy paper-based, manual and time inefficient processes. In an environment where the cost-income ratio is under far greater pressure than has been the historic norm, wealth managers must find ways to bring greater efficiencies to their business, to do more with less, to strip out unnecessary costs and improve productivity. The benefits of these moves can then be felt throughout the organisation whether in terms of cost, return on investment, employee and client satisfaction, business value and more.

    In this webinar, we will focus our sights on the key processes that can be enhanced by a paperless approach. We will look at two aspects that are fundamental to how to approach this topic: the digitization of specific banking processes (such as onboarding) and the streamlining of vertical system architectures (such as business process management (BPM)). Our discussion will look at several individual process areas which can benefit from a paperless approach and consider what needs to happen to see results, while also looking at those vertical elements like BPM which can be applied across the business and consider how that can be done.

    Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, this webinar will feature Ludovic Balace, Global Head of Pre-Sales at New Access, and Ian Woodhouse, Head of Strategy and Change at Orbium - Part of Accenture Wealth Management, other soon to be announced panelists. The panel will establish the background and reasons why this topic is important for wealth managers and how firms of varying size and profile can set about delivering a paperless wealth banking experience.
  • WealthTech Talks: Delivering a Modern Tech Infrastructure for Wealth Managers Recorded: Feb 17 2021 59 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    Technology is one of the leading drivers of change across the wealth management sector and the pace of change is seen to be heading in one direction only - faster. To respond and stay up to date, relevant and competitive at all levels, wealth management firms big and small need to deliver a capable, flexible and efficient technology infrastructure. They can no longer rely on yesteryear’s technologies. Delivering this infrastructure is, of course, easier said than done. On this webinar, we will speak with the panelists to hear their views on how the wealth management firm can deliver the modern technology infrastructure for their clients, advisers and all aspects of their business.

    Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Josh Cogan, Associate Partner, Head of Banking, UK, at Synpulse, Mahesh Bulchandani, CEO and Director, Europe, at FinIQ, and Matteo de Marchi, Head of Product Innovation at Finantix, this webinar will delve into the topic of what constitutes the modern technology infrastructure for wealth managers and how firms can deliver it. Stephen will ask the panel to establish why this theme is so important, what has led us to this point (drivers of change), what the status of the marketplace is in its current delivery of a modern technology infrastructure, what challenges it faces in delivery, the opportunities from delivery and more.

    Join us on Wednesday, February 3rd, 2021 at 10am UK time to tune in.
  • WealthTech Talks: Adviser, Client, Business - Where to invest now? Recorded: Feb 11 2021 61 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    The fact that wealth management firms must invest in their technology infrastructure is clear. Even for the few remaining doubters. The Covid-19 pandemic has also shone a penetrating light on the lack of technological capability of some firms. Across their advisers, clients and their broader business, where should a wealth manager invest now, how do they determine the focus and what do they gain from the investment? With so much change across various aspects of their business, how does a wealth management firm start the process, do they rip out and replace, do they build on what they already have, how do they determine whether to buy or build, how do they navigate and select from the growing marketplace of vendors and how do they deliver value beyond the immediate here and now?

    These are some of the areas we will explore in this webinar. Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Antony Bream, MD – UK, Northern Europe & Americas at Wealth Dynamix, Nikolai Hack, Head of Strategy & Partnerships at Nucoro, and Tessa Lee, Managing Director, moneyinfo, we will get into the details on where a wealth management firms should invest in its technology infrastructure now and where, adviser focused, client focused, business focused or elsewhere.

    Join us on Wednesday, 27th January 2021 at 10am UK time to listen in.
  • Blockchain Technology & Cryptocurrencies in the WealthTech Transformation Recorded: Feb 10 2021 58 mins
    Efi Pylarinou, Founder, Efi Pylarinou Advisory
    Digital assets and decentralized finance are pulling millions of users into a new type of financial experience, one which leaves behind much of the middleware and inefficiency of the 20th century. This is now the best time to explore why and how wealth managers should consider Blockchain technology to transform their industry.

    The Wealth Mosaic and ConsenSys are partnering to invite wealth managers, industry experts, and tech enablers to think about what 2021 looks like and more precisely how Blockchain technology can shape the transformation for the wealth management industry.

    The objectives of the webinar are:

    1. Share market trends we have been analyzing in recent months and discuss what to expect in 2021.
    2. Explore the pain points and challenges major wealth managers and key players are facing
    3. Highlight the strengths and weaknesses of the existing value chain and the current wealth management ecosystem, to foster better collaboration between all stakeholders.

    Please join webinar moderator, Dr.Efi Pylarinou, Global Fintech Influencer and Blockchain Advisor, and panellists, Lex Sokolin, CMO and Global Lead of Fintech at ConsenSys, Stefan Schwitter, Head of Investment Solutions at SEBA Bank and Dominik Poiger, Product Head at
    Van Eck as they discuss this topic in detail on this live webinar.
  • WealthTech Talks: Designing an engaging experience with technology Recorded: Feb 4 2021 61 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    In the modern era of wealth management, how does a wealth management firm engage prospects and clients? Maybe it is no longer just about the brand and heritage, a personal referral and the offer of a personal service? Or, if these factors remain at the forefront, with the increasing role of technology in every part of our lives, how do wealth managers incorporate these elements into their design and deliver an equally engaging experience with technology at the forefront? Is it as simple as moving their offline experience online? Technology has made so much of our lives easier but the design of an engaging experience for clients is perhaps an area where wealth management has not yet ventured significantly?

    How should a wealth manager think about designing a technology-led experience for their clients, what do they need to consider, where should they look to learn what works and what doesn’t work, what is the mix of design versus technology, how does this experience mix with the traditional experience of a wealth management firm? These are some of the areas we will explore in this webinar. Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Jaime Bolivar, Managing Director of TechRules, Theo Paraskevopoulos, CEO of Invessed, and possibly one more guest.

    Join us on Wednesday, 20th January 2021 at 10am UK time to listen in.
  • WealthTech Talks: Delivering a Modern Tech Infrastructure for Wealth Managers Recorded: Feb 3 2021 60 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    Technology is one of the leading drivers of change across the wealth management sector and the pace of change is seen to be heading in one direction only - faster. To respond and stay up to date, relevant and competitive at all levels, wealth management firms big and small need to deliver a capable, flexible and efficient technology infrastructure. They can no longer rely on yesteryear’s technologies. Delivering this infrastructure is, of course, easier said than done. On this webinar, we will speak with the panelists to hear their views on how the wealth management firm can deliver the modern technology infrastructure for their clients, advisers and all aspects of their business.

    Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Josh Cogan, Associate Partner, Head of Banking, UK, at Synpulse, Mahesh Bulchandani, CEO and Director, Europe, at FinIQ, and Matteo de Marchi, Head of Product Innovation at Finantix, this webinar will delve into the topic of what constitutes the modern technology infrastructure for wealth managers and how firms can deliver it. Stephen will ask the panel to establish why this theme is so important, what has led us to this point (drivers of change), what the status of the marketplace is in its current delivery of a modern technology infrastructure, what challenges it faces in delivery, the opportunities from delivery and more.

    Join us on Wednesday, February 3rd, 2021 at 10am UK time to tune in.
  • WealthTech Talks: Enhancing financial planning for UK wealth managers Recorded: Jan 29 2021 61 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    The importance of financial planning proposition to engage and service clients in the modern wealth management sector is clear. For the modern wealth manager, seeking to support their clients with professional knowledge and guidance, being able to support their clients with a financial planning capability is an increasingly important requirement.

    Heightened financial complexity due to a changing financial products marketplace, the impact of similarly complex tax rules, alongside the depth of regulation and the risk of non-compliance, means financial planning is both a great opportunity to deepen client relationships for UK wealth managers as well as a clear challenge. As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.

    In this webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host James Howell, Director at PwC Wealth Management Consulting, Jamie Keen, Country Manager UK & Ireland at aixigo, and Ian Pickford, Partner and Head of Financial Planning and Wealth Management at Mazars, to delve deeper into what role financial planning has today in the wealth management sector and how dedicated and modern technology can further enhance the offering.

    Specifically, Stephen will ask the panel to consider the driving forces of change behind the need for financial planning in the sector, the challenges wealth management firms face in delivery, how technology is currently employed, what firms have in their development roadmap and where technology needs to be improved to better support, where the enhanced use of technology in this area can take wealth management firms and what more we might see in the future as technology is increasingly used to support financial planning.
  • WealthTech Talks: Adviser, Client, Business - Where to invest now? Recorded: Jan 27 2021 62 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    The fact that wealth management firms must invest in their technology infrastructure is clear. Even for the few remaining doubters. The Covid-19 pandemic has also shone a penetrating light on the lack of technological capability of some firms. Across their advisers, clients and their broader business, where should a wealth manager invest now, how do they determine the focus and what do they gain from the investment? With so much change across various aspects of their business, how does a wealth management firm start the process, do they rip out and replace, do they build on what they already have, how do they determine whether to buy or build, how do they navigate and select from the growing marketplace of vendors and how do they deliver value beyond the immediate here and now?

    These are some of the areas we will explore in this webinar. Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Antony Bream, MD – UK, Northern Europe & Americas at Wealth Dynamix, Nikolai Hack, Head of Strategy & Partnerships at Nucoro, and Tessa Lee, Managing Director, moneyinfo, we will get into the details on where a wealth management firms should invest in its technology infrastructure now and where, adviser focused, client focused, business focused or elsewhere.

    Join us on Wednesday, 27th January 2021 at 10am UK time to listen in.
The Wealth Mosaic
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  • Title: Owen James: Mindful of Technology in Financial Services -A Wealth Manager's View
  • Live at: Feb 10 2020 5:25 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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