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Wealth Management in der DACH Region: Erfolgreiche digitale Transformation

Wir möchten Sie zum Webinar von Wealth Mosaic einladen:
Wealth Management in der DACH Region: Erfolgreiche digitale Transformation – Herausforderungen und Lösungen.

In diesen schwierigen Zeiten wird Vermögensverwaltern die Wichtigkeit digitaler Anlage-Lösungen noch stärker bewusst. Bereits vor der Pandemie benutzten bereits über 61% der Konsumenten in Deutschland, Österreich und der Schweiz (DACH) online Bankdienstleistungen. Gemäß Schätzungen hat diese Zahl seither nochmals sehr stark zugenommen hat. Wirklich digital zu sein bedeutet jedoch mehr als nur online-Zugriff auf Bank-Dienstleistungen zu ermöglichen. Neo-Banken wissen dies. Alleine für Deutschland wird erwartet, dass Banken bis 2022 ca. EUR 2 Milliarden an Erträgen an FinTech Unternehmen verlieren werden. Anlage-Lösungen lediglich über digitale Kanäle anzubieten, genügt nicht. Banken müssen ein richtiges Omni-Channel Geschäftsmodell umsetzten.

Nehmen Sie an unserem Panel teil, um die wirklichen Herausforderungen der digitalen Transformation zu verstehen, mit denen Vermögensverwalter in der DACH-Region konfrontiert sind. Und was es braucht, um als Vermögensverwalter in Zukunft zu überleben und Erfolg zu haben. Diese angesehenen Branchenexperten werden sich eingehend damit befassen, was es für Vermögensverwalter bedeutet, ein digitales Geschäftsmodell zu realisieren. Diskutiert werden wichtige Themen bezüglich Dienstleistungen und Technologie, angereichert mit Erfahrungsberichten und Tipps aus der Praxis, um Sie bei der Umsetzung Ihrer digitalen Transformation zu unterstützen.

Wir freuen uns auf Ihre Teilnahme!

Datum & Uhrzeit: Donnerstag, 12th November 2020, 10am CET
Dauer: Biz zu 1 Stunde

Teilnehmer:

• Marco Borer, WM Client Centric Design & Innovation, UBS
• Claudia Hauser, Financial Services Director, Microsoft Corporation
• Christine Schmid, Head Strategy, additiv

Host:

• Mario Bassi, Senior Adviser, The Wealth Mosaic
Recorded Nov 12 2020 61 mins
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Mario Bassi, Senior Adviser, The Wealth Mosaic
Presentation preview: Wealth Management in der DACH Region:  Erfolgreiche digitale Transformation

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  • Using tech to bring financial planning to the heart of wealth management Dec 15 2020 9:00 am UTC 60 mins
    Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
    The importance of a financial planning proposition to engage and service clients in the modern wealth management sector is increasingly clear. The demand from clients is rising as they realise the importance in planning their financial lives for retirement and more broadly, the complexity of the process requires professional knowledge and guidance, the role of regulation is driving engagement, and also consequences for non-compliance in areas such as suitability, while wealth managers also see the benefit of delivering financial planning from the perspective of forming deeper and more resilient client relationships. With greater need, more complexity, diversity of products, stricter regulations and a need for the means to engage clients, there is very clearly also a leading role for technology in bringing financial planning to as many clients as possible.

    In this webinar, Mario Bassi, Senior Advisor at The Wealth Mosaic, will host Guillaume Foucard, Product Manager at Finantix, and other soon to be announced guests, to delve deeper into what role financial planning has today in the wealth management sector and how technology can further enhance the offering. Specifically, the panel will discuss the driving forces of change in the financial planning sector, the challenges facing the financial planning industry, what the wealth management industry can deliver through the use of technology, how retirement strategies differ per region / country and what that means for the technology, the technology roadmap and more on what we might see looking forward.
  • WealthTech Talks: Upscaling advice with Next Best Action Dec 8 2020 12:00 pm UTC 58 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    In the modernising wealth management marketplace, the ability to deliver more personalised, engaging and insightful advisory services for the benefit of both the end client as well as the relationship managers serving them will be fundamental. Powered by new tools and technologies in the realm of data and Artificial Intelligence (AI), we are moving into a world where the homogenisation of old will not be accepted by many. To differentiate for both the relationship manager and the client in the future will be about a deeper understanding of the individual and their needs, storytelling and a greater customisation of the wealth management service offering. A significant part of this in the arena of Next Best Actions where a one-size fits all approach is increasingly a thing of yesteryear.

    In this webinar, we will speak with Boris Rankov, Head of Product at InCube Group (a Finantix company), and Dan Jones, Partner - Digital & Financial Services at Oliver Wyman, about Next Best Actions and how, specifically in the area of financial advice, data and AI tools can support the client and relationship with more personalised and scalable advice. The discussion will look at the pressures faced by wealth management firms today and, in turn, their relationship managers, how the market is responding to those demands today and how developments in areas such as Machine Learning can support the leveraging of data from multiple sources to enhance both the client and the relationship manager experience in wealth management.
  • WealthTech Talks: Enhancing the adviser-client relationship with technology Dec 8 2020 9:30 am UTC 60 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    Earlier in 2020, we (The Wealth Mosaic) spoke to a select group of executives from leading wealth management firms in Switzerland to collate and understand their views on how technology can enhance the relationships between the advisers and client. We collected their views on the client-adviser relationship through the different stages of the client lifecycle from the client discovery and prospecting stage, through to onboarding and into the relationship management stage. Specifically, we sought their views and experiences on aspects such as:

    • The state of play today and the challenges and pain points faced
    • The multiple opportunities they see from the deployment of new technologies and tools
    • Their current development activities and thinking where to improve in each area and we will consider what is working and what might be best practice to improve the client-adviser relationship with technology and other means.

    In this webinar, we will highlight the main findings of the research and where this group of Swiss wealth management executives see the role of technology today and into the future enhancing the adviser-client relationship. With the backdrop of COVID-19 through 2020 forcing new ways of working and new speed of adoption, the role and advantage of technology has been widely embraced, we’ll talk to guests including Francois de Lescure, MD – Southern Europe at Wealth Dynamix (and others soon to be named) where technology can make the biggest impact in the adviser-client relationship, where it is being deployed now and to what effect, where are the easy wins and what the broader future holds for an enhanced and technology-enabled adviser-client relationship in wealth management.

    All webinar registrants will get exclusive early access to the white paper before its’ official release.
  • WealthTech Talks: Is compliance helping or hindering the customer experience? Nov 30 2020 2:00 pm UTC 60 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    Do compliance requirements help or hinder the client relationship?

    Join David Joyce, UK CEO at CREALOGIX and Alan Blanchard, Head of UK Business Development at Apiax, in a discussion hosted by Stephen Wall, Co-Founder of The Wealth Mosaic, as they discuss one of the key challenges facing wealth management firms – regulatory compliance in the age of digital wealth services. Topics under discussion will include whether there is any separation between compliance and client requirements; how far the aims of Open Banking regulations have been achieved and whether digital solutions are an added layer of complexity or a solution that brings wealth management firms closer to investors.

    Live date and time: Monday, 30th November 2020 at 2pm UK time
    Duration: 45 to 60 minutes

    Participants/panellists:
    • David Joyce, CEO, CREALOGIX UK
    • Alan Blanchard, Head of UK Business Development at Apiax

    Host:
    • Stephen Wall, Co-Founder, The Wealth Mosaic
  • WealthTech Talks: Focus on cashflow planning software with aixigo Recorded: Nov 27 2020 56 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    Aixigo participants/panellists:
    • Jamie Keen, Country Manager UK & Ireland, aixigo
    • More participants TBC

    Host:
    • Stephen Wall, Co-Founder, The Wealth Mosaic

    There are numerous solutions for financial cashflow planning in the market. Many of them are so complex that only experienced advisers can make sense of them. Others are too simplistic and do not have the depth or breadth needed. Indeed, cashflow advice is highly complex. A wide variety of assets including insurance policies, property and pensions must be considered, while there are also tax implications and many additional macro elements that need to be incorporated into planning scenarios such as the impact of any market volatility, inflation, downturn, changes in tax regimes and the like. For advisers, it is extremely difficult to consider all contributing factors rules both in isolation and alongside each other.

    In this webinar with Jamie Keen, Country Manager UK & Ireland at aixigo, we will explore how the adviser can add value to the client and client relationship with cashflow planning, planning for every eventuality while also staying within the boundaries of compliance. As well as giving a backdrop to the current status of the market, its requirements and the solutions available, Jamie will introduce aixigo’s solution, the Cashflow Planner, highlighting how it delivers on its compliance requirements, offers a superior user experience, is easy to understand but is also powerful in supporting an extensive range of cashflow simulations as part of the advice process.

    The session will include an introduction to the topic, a brief demonstration of the key components of the solution, a Q&A session between Stephen and Jamie and a chance for the audience to ask questions at the end.
  • Wealth Management in der DACH Region: Erfolgreiche digitale Transformation Recorded: Nov 26 2020 60 mins
    Mario Bassi, Senior Adviser, The Wealth Mosaic
    Wir möchten Sie zum Webinar von Wealth Mosaic einladen:
    Wealth Management in der DACH Region: Erfolgreiche digitale Transformation – Herausforderungen und Lösungen.

    In diesen schwierigen Zeiten wird Vermögensverwaltern die Wichtigkeit digitaler Anlage-Lösungen noch stärker bewusst. Bereits vor der Pandemie benutzten bereits über 61% der Konsumenten in Deutschland, Österreich und der Schweiz (DACH) online Bankdienstleistungen. Gemäß Schätzungen hat diese Zahl seither nochmals sehr stark zugenommen hat. Wirklich digital zu sein bedeutet jedoch mehr als nur online-Zugriff auf Bank-Dienstleistungen zu ermöglichen. Neo-Banken wissen dies. Alleine für Deutschland wird erwartet, dass Banken bis 2022 ca. EUR 2 Milliarden an Erträgen an FinTech Unternehmen verlieren werden. Anlage-Lösungen lediglich über digitale Kanäle anzubieten, genügt nicht. Banken müssen ein richtiges Omni-Channel Geschäftsmodell umsetzten.

    Nehmen Sie an unserem Panel teil, um die wirklichen Herausforderungen der digitalen Transformation zu verstehen, mit denen Vermögensverwalter in der DACH-Region konfrontiert sind. Und was es braucht, um als Vermögensverwalter in Zukunft zu überleben und Erfolg zu haben. Diese angesehenen Branchenexperten werden sich eingehend damit befassen, was es für Vermögensverwalter bedeutet, ein digitales Geschäftsmodell zu realisieren. Diskutiert werden wichtige Themen bezüglich Dienstleistungen und Technologie, angereichert mit Erfahrungsberichten und Tipps aus der Praxis, um Sie bei der Umsetzung Ihrer digitalen Transformation zu unterstützen.

    Wir freuen uns auf Ihre Teilnahme!

    Datum & Uhrzeit: Donnerstag, 12th November 2020, 10am CET
    Dauer: Biz zu 1 Stunde

    Teilnehmer:

    • Marco Borer, WM Client Centric Design & Innovation, UBS
    • Claudia Hauser, Financial Services Director, Microsoft Corporation
    • Christine Schmid, Head Strategy, additiv

    Host:

    • Mario Bassi, Senior Adviser, The Wealth Mosaic
  • WealthTech Talks: Upscaling advice with Next Best Action Recorded: Nov 23 2020 59 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    In the modernising wealth management marketplace, the ability to deliver more personalised, engaging and insightful advisory services for the benefit of both the end client as well as the relationship managers serving them will be fundamental. Powered by new tools and technologies in the realm of data and Artificial Intelligence (AI), we are moving into a world where the homogenisation of old will not be accepted by many. To differentiate for both the relationship manager and the client in the future will be about a deeper understanding of the individual and their needs, storytelling and a greater customisation of the wealth management service offering. A significant part of this in the arena of Next Best Actions where a one-size fits all approach is increasingly a thing of yesteryear.

    In this webinar, we will speak with Boris Rankov, Head of Product at InCube Group (a Finantix company), and Dan Jones, Partner - Digital & Financial Services at Oliver Wyman, about Next Best Actions and how, specifically in the area of financial advice, data and AI tools can support the client and relationship with more personalised and scalable advice. The discussion will look at the pressures faced by wealth management firms today and, in turn, their relationship managers, how the market is responding to those demands today and how developments in areas such as Machine Learning can support the leveraging of data from multiple sources to enhance both the client and the relationship manager experience in wealth management.
  • WealthTech Talks: Focus on cashflow planning software with aixigo Recorded: Nov 13 2020 57 mins
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic
    Aixigo participants/panellists:
    • Jamie Keen, Country Manager UK & Ireland, aixigo
    • More participants TBC

    Host:
    • Stephen Wall, Co-Founder, The Wealth Mosaic

    There are numerous solutions for financial cashflow planning in the market. Many of them are so complex that only experienced advisers can make sense of them. Others are too simplistic and do not have the depth or breadth needed. Indeed, cashflow advice is highly complex. A wide variety of assets including insurance policies, property and pensions must be considered, while there are also tax implications and many additional macro elements that need to be incorporated into planning scenarios such as the impact of any market volatility, inflation, downturn, changes in tax regimes and the like. For advisers, it is extremely difficult to consider all contributing factors rules both in isolation and alongside each other.

    In this webinar with Jamie Keen, Country Manager UK & Ireland at aixigo, we will explore how the adviser can add value to the client and client relationship with cashflow planning, planning for every eventuality while also staying within the boundaries of compliance. As well as giving a backdrop to the current status of the market, its requirements and the solutions available, Jamie will introduce aixigo’s solution, the Cashflow Planner, highlighting how it delivers on its compliance requirements, offers a superior user experience, is easy to understand but is also powerful in supporting an extensive range of cashflow simulations as part of the advice process.

    The session will include an introduction to the topic, a brief demonstration of the key components of the solution, a Q&A session between Stephen and Jamie and a chance for the audience to ask questions at the end.
  • Wealth Management in der DACH Region: Erfolgreiche digitale Transformation Recorded: Nov 12 2020 61 mins
    Mario Bassi, Senior Adviser, The Wealth Mosaic
    Wir möchten Sie zum Webinar von Wealth Mosaic einladen:
    Wealth Management in der DACH Region: Erfolgreiche digitale Transformation – Herausforderungen und Lösungen.

    In diesen schwierigen Zeiten wird Vermögensverwaltern die Wichtigkeit digitaler Anlage-Lösungen noch stärker bewusst. Bereits vor der Pandemie benutzten bereits über 61% der Konsumenten in Deutschland, Österreich und der Schweiz (DACH) online Bankdienstleistungen. Gemäß Schätzungen hat diese Zahl seither nochmals sehr stark zugenommen hat. Wirklich digital zu sein bedeutet jedoch mehr als nur online-Zugriff auf Bank-Dienstleistungen zu ermöglichen. Neo-Banken wissen dies. Alleine für Deutschland wird erwartet, dass Banken bis 2022 ca. EUR 2 Milliarden an Erträgen an FinTech Unternehmen verlieren werden. Anlage-Lösungen lediglich über digitale Kanäle anzubieten, genügt nicht. Banken müssen ein richtiges Omni-Channel Geschäftsmodell umsetzten.

    Nehmen Sie an unserem Panel teil, um die wirklichen Herausforderungen der digitalen Transformation zu verstehen, mit denen Vermögensverwalter in der DACH-Region konfrontiert sind. Und was es braucht, um als Vermögensverwalter in Zukunft zu überleben und Erfolg zu haben. Diese angesehenen Branchenexperten werden sich eingehend damit befassen, was es für Vermögensverwalter bedeutet, ein digitales Geschäftsmodell zu realisieren. Diskutiert werden wichtige Themen bezüglich Dienstleistungen und Technologie, angereichert mit Erfahrungsberichten und Tipps aus der Praxis, um Sie bei der Umsetzung Ihrer digitalen Transformation zu unterstützen.

    Wir freuen uns auf Ihre Teilnahme!

    Datum & Uhrzeit: Donnerstag, 12th November 2020, 10am CET
    Dauer: Biz zu 1 Stunde

    Teilnehmer:

    • Marco Borer, WM Client Centric Design & Innovation, UBS
    • Claudia Hauser, Financial Services Director, Microsoft Corporation
    • Christine Schmid, Head Strategy, additiv

    Host:

    • Mario Bassi, Senior Adviser, The Wealth Mosaic
  • WealthTech Talks: Not all portals are created equal Recorded: Nov 5 2020 52 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 28 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: Not all portals are created equal Recorded: Oct 22 2020 53 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
The Wealth Mosaic
The Wealth Mosaic

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  • Title: Wealth Management in der DACH Region: Erfolgreiche digitale Transformation
  • Live at: Nov 12 2020 9:00 am
  • Presented by: Mario Bassi, Senior Adviser, The Wealth Mosaic
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