Hi [[ session.user.profile.firstName ]]

WealthTech Talks: In conversation with Cappitech

In this second edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Ronen Kertis, CEO of Israeli-headquartered RegTech player Cappitech. During the interview, Ronen will provide an overview of Cappitech, its background and reason for being, its focus and solution set, its view on the regulatory trends, challenges and status of the wealth management sector and the firm’s role in supporting the business need of a changing wealth management sector.

Through this webinar, we will speak with Ronen to understand aspects of his business, including:

• Its origins and developments of the business since its founding
• Its history and client base in the wealth management sector
• Its value proposition to the sector and differentiating factors
• The firm’s current solution offering and how that will further develop in the wealth management space and why
• Ronen’s views on various aspects of regulation and RegTech in wealth management
• How Cappitech sees the market and its coming developments

We look forward to our discussion with Ronen on June 10th and learning more about Cappitech and its role in the wealth management sector.
Recorded Sep 7 2020 44 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: WealthTech Talks: In conversation with Cappitech

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • WealthTech Talks: Technology Trends in APAC Wealth Management Oct 28 2020 12:00 pm UTC 60 mins
    Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
    The last two or more decades have seen the APAC region come to fore of the global wealth management market with a growth story that sees it, today, according to the annual World Wealth Report study from Capgemini, mirroring North America as a home to the world’s largest population of high-net worth individuals. The rise in regional wealth has been met by a growth in the region’s wealth management sector with both local and international players competing for the region’s wealth.

    A newer wealth marketplace compared to its peers in Europe and North America, the APAC region is also home to a client base which is seen to be much more technologically engaged and savvy than the equivalent client base in Europe and North America. Surely, then, technology must be at the centre of the wealth management business model for firms active in the region?

    In this webinar, we will speak to local market experts to get their take on the role and importance of technology in the APAC wealth management sector and we will interview these guests to understand what are the most relevant and important technology trends confronting the wealth management sector in the region. Is APAC on its own in terms of the technology trends it is seeing or is it aligned with other regions of the world?

    Live date and time: Wednesday, 30th September 2020 at 9-10am UK time/4-5pm Singapore time

    Participants/panellists:

    • Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
    • John Leung, Client Director, Asia Pacific, Delio
    • Julien Le Noble, Senior Director, Finantix

    Host:
    • Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
  • WealthTech Talks: Not all portals are created equal Oct 22 2020 11:00 am UTC 60 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    During Covid, we’ve undergone a ten-year digital transformation in ten weeks. Digital communications are the new normal and your client expects to communicate with you securely through whatever devices they are using. In the wealth management space, it is no different. In this short session, we will talk to Tessa about the changes moneyinfo is seeing in the market, the challenges their clients and prospects are facing and we’ll ask Tessa to highlight how moneyinfo can help a wealth management firm tackle these challenges and deliver a better client and adviser experience through your own fully branded app, integrated with your existing systems.

    Live date and time: Thursday 22nd October at 12pm, BST

    Duration: 30 to 40 minutes (with time for questions after)

    Participants/panellists: Tessa Lee, Managing Director, moneyinfo

    Host: Stephen Wall, Co-Founder, The Wealth Mosaic
  • WealthTech Talks: Technology Trends in APAC Wealth Management Recorded: Oct 14 2020 60 mins
    Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
    The last two or more decades have seen the APAC region come to fore of the global wealth management market with a growth story that sees it, today, according to the annual World Wealth Report study from Capgemini, mirroring North America as a home to the world’s largest population of high-net worth individuals. The rise in regional wealth has been met by a growth in the region’s wealth management sector with both local and international players competing for the region’s wealth.

    A newer wealth marketplace compared to its peers in Europe and North America, the APAC region is also home to a client base which is seen to be much more technologically engaged and savvy than the equivalent client base in Europe and North America. Surely, then, technology must be at the centre of the wealth management business model for firms active in the region?

    In this webinar, we will speak to local market experts to get their take on the role and importance of technology in the APAC wealth management sector and we will interview these guests to understand what are the most relevant and important technology trends confronting the wealth management sector in the region. Is APAC on its own in terms of the technology trends it is seeing or is it aligned with other regions of the world?

    Live date and time: Wednesday, 30th September 2020 at 9-10am UK time/4-5pm Singapore time

    Participants/panellists:

    • Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
    • John Leung, Client Director, Asia Pacific, Delio
    • Julien Le Noble, Senior Director, Finantix

    Host:
    • Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
  • WealthTech Talks: Technology Trends in APAC Wealth Management Recorded: Sep 30 2020 61 mins
    Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
    The last two or more decades have seen the APAC region come to fore of the global wealth management market with a growth story that sees it, today, according to the annual World Wealth Report study from Capgemini, mirroring North America as a home to the world’s largest population of high-net worth individuals. The rise in regional wealth has been met by a growth in the region’s wealth management sector with both local and international players competing for the region’s wealth.

    A newer wealth marketplace compared to its peers in Europe and North America, the APAC region is also home to a client base which is seen to be much more technologically engaged and savvy than the equivalent client base in Europe and North America. Surely, then, technology must be at the centre of the wealth management business model for firms active in the region?

    In this webinar, we will speak to local market experts to get their take on the role and importance of technology in the APAC wealth management sector and we will interview these guests to understand what are the most relevant and important technology trends confronting the wealth management sector in the region. Is APAC on its own in terms of the technology trends it is seeing or is it aligned with other regions of the world?

    Live date and time: Wednesday, 30th September 2020 at 9-10am UK time/4-5pm Singapore time

    Participants/panellists:

    • Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
    • John Leung, Client Director, Asia Pacific, Delio
    • Julien Le Noble, Senior Director, Finantix

    Host:
    • Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
  • WealthTech Talks: Unique technology or unique value proposition Recorded: Sep 23 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    For time immemorial, wealth management has been a personal business, face-to-face, relationship-based, done with paper-based reports and delivered by a human. Differentiation was about the brand, the history, the fancy address and, sitting at the top all of that weighty and longstanding reputational mass, a close and long-term personal relationship with each client. Technology was in the background and definitely not a point of differentiation.

    The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clients. Differentiation in this new world was about accessibility, fees, transparency, user experience, simple to market products and mass market appeal. A new form of wealth management and one that operated from the basis of a different set of differentiators from the traditional market.

    However, despite the digital WM movement certainly making the traditional sector sit up, take notice and change some of its practices, the model has not taken a hold of the client opportunity for incumbents as much as early digital advocates had hoped. Looking forward from here, can the digital WM market grasp the opportunity and, if so, what will be the differentiators that will support the sector’s growth and relevance to new generations?

    Discussion themes will include:

    • What really differentiates wealth management providers? If we look at incumbents purely through websites, are they getting this across?
    • If the "human touch" is essential to current customers, is this as true for new generation customers? ... Does "trust" look a bit different as your service becomes more digital?
    • To differentiate, does a wealth management firm have to create their own digital solutions?
    • How can firms find the right stakeholders and leaders to move ahead with customer-facing digital services?
  • WealthTech Talks: In conversation with Unblu Recorded: Sep 21 2020 52 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Luc Haldimann, CEO from Switzerland-headquartered Unblu.

    Through the interview with Luc, we will focus on understanding first of all (and in brief) the background and origins of Unblu, before focusing on their business today, their solution offering to the wealth management sector and the types of clients Unblu works with and what they do for them. We’ll highlight Unblu’s views on the various drivers influencing and shaping the wealth management sector in general and specifically focus on client engagement and management. Finally, the WealthTech Talk will cover where the market is moving both now and into the future and what needs to happen for wealth managers to survive and thrive into the future.

    In more detail, we will speak to Luc:

    • The origins and developments of the Unblu business since its founding
    • The firm’s current solution offering to the wealth management sector
    • The firm’s value proposition to the sector and what differentiates it from others
    • The type of clients the firm serves in the wealth management sector and where
    • The firm’s views on the various drivers of change around wealth management; what are they and what change are they creating
    • How Unblu sees the future of the wealth management sector

    We look forward to our discussion with Luc on July 14th at 3pm UK time and learning more about Unblu and its role in the wealth management sector.
  • WealthTech Talks: The Future Technology Infrastructure of Wealth Management Recorded: Sep 18 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    What is the future technology infrastructure of the wealth management (WM) sector? It is on this that much of the future of the sector stands as it continues its move to a more technology-led world. But with so much innovation and so much noise around the technology space, it is hard to stay on top of what is relevant, possible and worthwhile. Also, put new alongside old and the existing complexity of the so-called ‘legacy’ technology infrastructure and the complexity grows.

    So, what are the new technologies, which are relevant now and which will be relevant in the future and why? In short, what will the technology infrastructure of the WM sector of the future be built on? In this discussion, we will consider technology themes and developments like microservices, modularity, APIs and Graph DB, we will consider what these capabilities are and how they can be used to deliver positive business outcomes for the WM sector and in which areas of the business. We will ask the panel to consider what is here and relevant now, what is for the future and how WM firms can navigate the technological infrastructure opportunities in front of them.

    In this webinar, we will discuss:

    • Drivers – What are the factors that are driving the need for a new technology infrastructure in the WM sector and at what stage of development the industry is in its response
    • Challenges – What challenges the WM sector has that creates the needs for a new technology infrastructure and what barriers they face/will face in delivering it
    • Opportunities – What can the WM industry deliver with a new technology infrastructure
    • Steps – What is the path forward for any WM firm to deliver this infrastructure and what steps must they take now and in the future
    • Technologies & tools – A deeper look at some of the tools and technologies that will form the future technology infrastructure
    • Use cases & examples – What are some of the use cases and examples of where WMs have already employed and benefitted
  • WealthTech Talks: In conversation with Contemi Recorded: Sep 16 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview William Rouse, Director, UK & Europe, and Amrik Sanghera, Senior Solutions Consultant, from Singapore-headquartered Contemi Solutions. Through the interview with William and Amrik, we will focus on understanding first of all the background and origins of Contemi, the business formerly known as Dion, before focusing on the business today, it’s solution set, client base, views on the various drivers in the market impacting its business, solutions and clients and some thinking from them both on the future of the changing wealth management sector.

    In more detail, we will speak to William and Amrik on:

    • The origins and developments of the Contemi business since its founding
    • The firm’s current solution offering to the wealth management sector
    • The firm’s value proposition to the sector and what differentiates it from others
    • The type of clients the firm serves in the wealth management sector and where
    • The firm’s views on the various drivers of change around wealth management; what are they and what change are they creating
    • How Contemi sees the future of the wealth management sector

    We look forward to our discussion with William and Amrik on July 7th at 11am UK time and learning more about Contemi and its role in the wealth management sector.
  • WealthTech Talks: In conversation with Invessed Recorded: Sep 14 2020 50 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    In this third edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Theo Paraskevopoulos, CEO of Invessed, to get an overview of the firm, its background and reason for being, the firm’s focus and solution set, and its role in supporting the business need of a changing wealth management sector.

    Through this webinar, we will speak with Theo to understand aspects of his business, including:

    • Its origins and developments of the business since its founding
    • Its history and client base in the wealth management sector
    • Its value proposition to the sector and differentiating factors
    • The firm’s current solution offering and how that will further develop in the wealth management space and why
    • Theo’s views on multiple technology-related themes such as data and digital
    • How Invessed sees the market and its coming developments

    We look forward to our discussion with Theo on June 11th and learning more about Invessed and its role in the wealth management sector.
  • WealthTech Talks: Enhancing Client Discovery & Acquisition with Technology Recorded: Sep 11 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Without the discovery and subsequent acquisition of new clients the wealth management sector will face a bleak future. It is widely known that the average age of clients for the majority of wealth managers is 60 or 70 years of age and that those who stand to inherit this in the huge and ongoing process of generational wealth transfer wealth are: (1) very likely to have no existing relationship with the current wealth holder’s wealth manager and (2), upon inheriting that wealth, are also highly likely to take those assets and form a new wealth management relationship with another provider.

    These two factors, alongside the changing dynamics of winning and delivering client relationships in an increasingly digital and hybrid environment mean wealth managers must look seriously at how they discover and acquire new clients and, critically, how technology can help them enhance that process.

    In this webinar, you will hear from three technology vendors that offer solutions to support the process of client discovery and acquisition for wealth managers and, specifically, we will seek their views on:

    • Within the process of client discovery and acquisition, what tools and benefits does technology bring to the table to support the needs of wealth managers
    • At which stages of the journey and where specifically technology can support the role of the adviser and other team members
    • Highlighting where and how technology has been used to enhance the process of client discovery and acquisition
    • From the perspective of the technology involved, what factors will lead to a successful outcome (i.e. data, people, engagement, integration, training, etc.)
    • Where there is resistance from wealth management firms, why is that and what factors or benefits can help them overcome their fears or challenges?
    • What is coming in terms of the future development and capabilities of technology offerings to enhance process of client discovery and acquisition
  • WealthTech Talks: Getting the Most Out of Data in Wealth Management Recorded: Sep 9 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The value of data for all major businesses is now almost unquestioned and, while we’ve all heard the standout phrases like ‘data is the new oil’, what is the value of data in wealth management and how can firms get the most from data? In this webinar, we will be speaking with technology vendors to understand their views on how wealth managers can get the most out of data.

    For an industry where the term ‘data’ is strongly associated with financial products and portfolio management, data in the new world has a far broader significance, particularly with regard to the end client base. How do wealth managers adapt and enhance what they do in this new world?

    In this webinar, you will hear from three technology vendors whose offerings are focused on helping wealth managers get the most out of their data, whether to understand and engage the client, manage portfolios or more. Specifically, we will seek their views on:

    • Where is the wealth management sector now in its understanding of the potential of data and in delivering value from that?
    • What are the leading challenges that wealth management firms face in their efforts to improve the value they get from data?
    • From the perspective of the technology and tools involved, what factors will lead to a successful outcome (i.e. technology, people, engagement, integration, training, etc.)?
    • What technologies and tools exist to help firms increase the value and benefit they can achieve from data?
    • What are the leading opportunities for wealth managers in getting more out of data?
    • Highlighting use cases and examples of where wealth managers have got more from data
    • What is coming in terms of the future development and capabilities of technology and tools to help wealth managers get more from data
  • WealthTech Talks: In conversation with Cappitech Recorded: Sep 7 2020 44 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    In this second edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Ronen Kertis, CEO of Israeli-headquartered RegTech player Cappitech. During the interview, Ronen will provide an overview of Cappitech, its background and reason for being, its focus and solution set, its view on the regulatory trends, challenges and status of the wealth management sector and the firm’s role in supporting the business need of a changing wealth management sector.

    Through this webinar, we will speak with Ronen to understand aspects of his business, including:

    • Its origins and developments of the business since its founding
    • Its history and client base in the wealth management sector
    • Its value proposition to the sector and differentiating factors
    • The firm’s current solution offering and how that will further develop in the wealth management space and why
    • Ronen’s views on various aspects of regulation and RegTech in wealth management
    • How Cappitech sees the market and its coming developments

    We look forward to our discussion with Ronen on June 10th and learning more about Cappitech and its role in the wealth management sector.
  • WealthTech Talks: Getting the Most Out of Data in Wealth Management Recorded: Aug 27 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The value of data for all major businesses is now almost unquestioned and, while we’ve all heard the standout phrases like ‘data is the new oil’, what is the value of data in wealth management and how can firms get the most from data? In this webinar, we will be speaking with technology vendors to understand their views on how wealth managers can get the most out of data.

    For an industry where the term ‘data’ is strongly associated with financial products and portfolio management, data in the new world has a far broader significance, particularly with regard to the end client base. How do wealth managers adapt and enhance what they do in this new world?

    In this webinar, you will hear from three technology vendors whose offerings are focused on helping wealth managers get the most out of their data, whether to understand and engage the client, manage portfolios or more. Specifically, we will seek their views on:

    • Where is the wealth management sector now in its understanding of the potential of data and in delivering value from that?
    • What are the leading challenges that wealth management firms face in their efforts to improve the value they get from data?
    • From the perspective of the technology and tools involved, what factors will lead to a successful outcome (i.e. technology, people, engagement, integration, training, etc.)?
    • What technologies and tools exist to help firms increase the value and benefit they can achieve from data?
    • What are the leading opportunities for wealth managers in getting more out of data?
    • Highlighting use cases and examples of where wealth managers have got more from data
    • What is coming in terms of the future development and capabilities of technology and tools to help wealth managers get more from data
  • WealthTech Talks: Unique technology or unique value proposition Recorded: Aug 24 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    For time immemorial, wealth management has been a personal business, face-to-face, relationship-based, done with paper-based reports and delivered by a human. Differentiation was about the brand, the history, the fancy address and, sitting at the top all of that weighty and longstanding reputational mass, a close and long-term personal relationship with each client. Technology was in the background and definitely not a point of differentiation.

    The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clients. Differentiation in this new world was about accessibility, fees, transparency, user experience, simple to market products and mass market appeal. A new form of wealth management and one that operated from the basis of a different set of differentiators from the traditional market.

    However, despite the digital WM movement certainly making the traditional sector sit up, take notice and change some of its practices, the model has not taken a hold of the client opportunity for incumbents as much as early digital advocates had hoped. Looking forward from here, can the digital WM market grasp the opportunity and, if so, what will be the differentiators that will support the sector’s growth and relevance to new generations?

    Discussion themes will include:

    • What really differentiates wealth management providers? If we look at incumbents purely through websites, are they getting this across?
    • If the "human touch" is essential to current customers, is this as true for new generation customers? ... Does "trust" look a bit different as your service becomes more digital?
    • To differentiate, does a wealth management firm have to create their own digital solutions?
    • How can firms find the right stakeholders and leaders to move ahead with customer-facing digital services?
  • WealthTech Talks: The Future Technology Infrastructure of Wealth Management Recorded: Aug 21 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    What is the future technology infrastructure of the wealth management (WM) sector? It is on this that much of the future of the sector stands as it continues its move to a more technology-led world. But with so much innovation and so much noise around the technology space, it is hard to stay on top of what is relevant, possible and worthwhile. Also, put new alongside old and the existing complexity of the so-called ‘legacy’ technology infrastructure and the complexity grows.

    So, what are the new technologies, which are relevant now and which will be relevant in the future and why? In short, what will the technology infrastructure of the WM sector of the future be built on? In this discussion, we will consider technology themes and developments like microservices, modularity, APIs and Graph DB, we will consider what these capabilities are and how they can be used to deliver positive business outcomes for the WM sector and in which areas of the business. We will ask the panel to consider what is here and relevant now, what is for the future and how WM firms can navigate the technological infrastructure opportunities in front of them.

    In this webinar, we will discuss:

    • Drivers – What are the factors that are driving the need for a new technology infrastructure in the WM sector and at what stage of development the industry is in its response
    • Challenges – What challenges the WM sector has that creates the needs for a new technology infrastructure and what barriers they face/will face in delivering it
    • Opportunities – What can the WM industry deliver with a new technology infrastructure
    • Steps – What is the path forward for any WM firm to deliver this infrastructure and what steps must they take now and in the future
    • Technologies & tools – A deeper look at some of the tools and technologies that will form the future technology infrastructure
    • Use cases & examples – What are some of the use cases and examples of where WMs have already employed and benefitted
  • WealthTech Talks: Enhancing Client Discovery & Acquisition with Technology Recorded: Aug 19 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Without the discovery and subsequent acquisition of new clients the wealth management sector will face a bleak future. It is widely known that the average age of clients for the majority of wealth managers is 60 or 70 years of age and that those who stand to inherit this in the huge and ongoing process of generational wealth transfer wealth are: (1) very likely to have no existing relationship with the current wealth holder’s wealth manager and (2), upon inheriting that wealth, are also highly likely to take those assets and form a new wealth management relationship with another provider.

    These two factors, alongside the changing dynamics of winning and delivering client relationships in an increasingly digital and hybrid environment mean wealth managers must look seriously at how they discover and acquire new clients and, critically, how technology can help them enhance that process.

    In this webinar, you will hear from three technology vendors that offer solutions to support the process of client discovery and acquisition for wealth managers and, specifically, we will seek their views on:

    • Within the process of client discovery and acquisition, what tools and benefits does technology bring to the table to support the needs of wealth managers
    • At which stages of the journey and where specifically technology can support the role of the adviser and other team members
    • Highlighting where and how technology has been used to enhance the process of client discovery and acquisition
    • From the perspective of the technology involved, what factors will lead to a successful outcome (i.e. data, people, engagement, integration, training, etc.)
    • Where there is resistance from wealth management firms, why is that and what factors or benefits can help them overcome their fears or challenges?
    • What is coming in terms of the future development and capabilities of technology offerings to enhance process of client discovery and acquisition
  • WealthTech Talks: Getting the Most Out of Data in Wealth Management Recorded: Aug 17 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The value of data for all major businesses is now almost unquestioned and, while we’ve all heard the standout phrases like ‘data is the new oil’, what is the value of data in wealth management and how can firms get the most from data? In this webinar, we will be speaking with technology vendors to understand their views on how wealth managers can get the most out of data.

    For an industry where the term ‘data’ is strongly associated with financial products and portfolio management, data in the new world has a far broader significance, particularly with regard to the end client base. How do wealth managers adapt and enhance what they do in this new world?

    In this webinar, you will hear from three technology vendors whose offerings are focused on helping wealth managers get the most out of their data, whether to understand and engage the client, manage portfolios or more. Specifically, we will seek their views on:

    • Where is the wealth management sector now in its understanding of the potential of data and in delivering value from that?
    • What are the leading challenges that wealth management firms face in their efforts to improve the value they get from data?
    • From the perspective of the technology and tools involved, what factors will lead to a successful outcome (i.e. technology, people, engagement, integration, training, etc.)?
    • What technologies and tools exist to help firms increase the value and benefit they can achieve from data?
    • What are the leading opportunities for wealth managers in getting more out of data?
    • Highlighting use cases and examples of where wealth managers have got more from data
    • What is coming in terms of the future development and capabilities of technology and tools to help wealth managers get more from data
  • WealthTech Talks: Unique technology or unique value proposition Recorded: Aug 6 2020 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    For time immemorial, wealth management has been a personal business, face-to-face, relationship-based, done with paper-based reports and delivered by a human. Differentiation was about the brand, the history, the fancy address and, sitting at the top all of that weighty and longstanding reputational mass, a close and long-term personal relationship with each client. Technology was in the background and definitely not a point of differentiation.

    The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clients. Differentiation in this new world was about accessibility, fees, transparency, user experience, simple to market products and mass market appeal. A new form of wealth management and one that operated from the basis of a different set of differentiators from the traditional market.

    However, despite the digital WM movement certainly making the traditional sector sit up, take notice and change some of its practices, the model has not taken a hold of the client opportunity for incumbents as much as early digital advocates had hoped. Looking forward from here, can the digital WM market grasp the opportunity and, if so, what will be the differentiators that will support the sector’s growth and relevance to new generations?

    Discussion themes will include:

    • What really differentiates wealth management providers? If we look at incumbents purely through websites, are they getting this across?
    • If the "human touch" is essential to current customers, is this as true for new generation customers? ... Does "trust" look a bit different as your service becomes more digital?
    • To differentiate, does a wealth management firm have to create their own digital solutions?
    • How can firms find the right stakeholders and leaders to move ahead with customer-facing digital services?
  • WealthTech Talks: In conversation with Unblu Recorded: Jul 28 2020 52 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Luc Haldimann, CEO, and Jens Rabe, COO, from Switzerland-headquartered Unblu.

    Through the interview with Luc and Jens, we will focus on understanding first of all (and in brief) the background and origins of Unblu, before focusing on their business today, their solution offering to the wealth management sector and the types of clients Unblu works with and what they do for them. We’ll highlight Unblu’s views on the various drivers influencing and shaping the wealth management sector in general and specifically focus on client engagement and management. Finally, the WealthTech Talk will cover where the market is moving both now and into the future and what needs to happen for wealth managers to survive and thrive into the future.

    In more detail, we will speak to Luc and Jens on:

    • The origins and developments of the Unblu business since its founding
    • The firm’s current solution offering to the wealth management sector
    • The firm’s value proposition to the sector and what differentiates it from others
    • The type of clients the firm serves in the wealth management sector and where
    • The firm’s views on the various drivers of change around wealth management; what are they and what change are they creating
    • How Unblu sees the future of the wealth management sector

    We look forward to our discussion with Luc and Jens on July 14th at 3pm UK time and learning more about Unblu and its role in the wealth management sector.
  • WealthTech Talks: Unique technology or unique value proposition Recorded: Jul 23 2020 61 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    For time immemorial, wealth management has been a personal business, face-to-face, relationship-based, done with paper-based reports and delivered by a human. Differentiation was about the brand, the history, the fancy address and, sitting at the top all of that weighty and longstanding reputational mass, a close and long-term personal relationship with each client. Technology was in the background and definitely not a point of differentiation.

    The arrival of the digital wealth management movement over the last decade, technology-delivered and, (until more recently) without the option for any form of human relationship, ushered in a change to the way the wealth management model was sold to clients. Differentiation in this new world was about accessibility, fees, transparency, user experience, simple to market products and mass market appeal. A new form of wealth management and one that operated from the basis of a different set of differentiators from the traditional market.

    However, despite the digital WM movement certainly making the traditional sector sit up, take notice and change some of its practices, the model has not taken a hold of the client opportunity for incumbents as much as early digital advocates had hoped. Looking forward from here, can the digital WM market grasp the opportunity and, if so, what will be the differentiators that will support the sector’s growth and relevance to new generations?

    Discussion themes will include:

    • What really differentiates wealth management providers? If we look at incumbents purely through websites, are they getting this across?
    • If the "human touch" is essential to current customers, is this as true for new generation customers? ... Does "trust" look a bit different as your service becomes more digital?
    • To differentiate, does a wealth management firm have to create their own digital solutions?
    • How can firms find the right stakeholders and leaders to move ahead with customer-facing digital services?
The Wealth Mosaic
The Wealth Mosaic

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: WealthTech Talks: In conversation with Cappitech
  • Live at: Sep 7 2020 12:00 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
  • From:
Your email has been sent.
or close