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US WealthTech Talks: Leveraging Data in Wealth Management

Is data the new rocket fuel of the wealth management business and is the industry ready to grasp the opportunity? Join us in this US WealthTech Talks webinar where our Co-Founder Stephen Wall will host expert panelists Dan Ciavarella, Head of Sales – Wealth, Americas at Refinitiv, Rob Wrzesniewski, Head of Global Solution at SEI Private Banking and Jaime Bolivar, Managing Director at TechRules as they discuss the role and potential of data in the wealth management sector.

We have all heard how data is potentially transformative for the wealth management business. This industry, like others, cannot escape the influence, growth, and commercial power of the BigTech firms and their data-driven business models but can it learn from them to compete, maintain relevance and profit in today’s digital marketplace? Every industry, we are told, needs to develop a data strategy to move from the past into the future. Of course, data in the financial markets is completely commonplace for wealth managers, but the data we are talking about now is much broader, encompassing clients, products, markets, compliance, content, social media, behavioral, and more.

In this webinar, Stephen will ask Rob and Jaime to talk through what the term data means in the wealth management space, what sources of data now exist, where the market is in its use of data now and what more the market can start to consider in terms of the data it uses and how to make the most of it.
Recorded Jun 23 2021 63 mins
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Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: US WealthTech Talks: Leveraging Data in Wealth Management

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  • APAC WealthTech Talks: Keys to Success GBA Wealth Management Connect (WMC) Oct 12 2021 7:00 am UTC 45 mins
    Mario Bassi, Senior Advisor & Lead Business Development APAC, The Wealth Mosaic
    Market surveys show there are more than 450,000 high-net-worth families with more than RMB 6 million in investable assets across Guangdong, Hong Kong and Macau. Their aggregate estimated investable assets are at least RMB 2.7 trillion, making #GreaterBayArea (GBA) the world's wealthiest region.

    Since 2014, there has been significant integration of the Hong Kong and Mainland Chinese financial markets, especially with the launch and growth of the Stock Connect and Bond Connect. By the end of June 2020, regulators announced the #WealthManagementConnect Scheme (WMC) which will further harmonise the two markets. This new scheme is expected to create a new channel for Chinese and Hong Kong registered financial institutions seeking capital growth through the expansions of cross-border trading and broader capital markets.

    Approaching as the launch of WMC in GBA, Mainland Chinese regulators recently published the consultation papers, industry players are expected to get ready by meeting specific eligibility criteria on products, platforms and processes (3’P’).

    Hosted by The Wealth Mosaic’s Senior Advisor & Lead Business Development APAC, Mario A Bassi, and featuring Marina Mai, Senior Consultant, Regulatory Compliance & Risk – Greater Bay Area Subject Matter Expert, Synpulse, Andreas Mettenberger, Director, Head of Business Innovation & Growth, Synpulse and Thomas Tse, Director, Client Solution Greater China, InvestCloud, this webinar will break down the key regulatory requirements and provides insights on how
    • To identify a pragmatic approach to Wealth Management Connect, ie understanding the draft rules from Regulators;
    • To navigate between tightening regulations and trend of digitalization, ie what this means for financial institutions in Hong Kong and Mainland China;
    • To seize the WMC Opportunities, ie tackling new challenges through the use of Digital Wealth and Regulatory Technologies.
  • APAC WealthTech Talks: Creating Financial Wellness via Gamification Oct 6 2021 2:00 am UTC 60 mins
    Mario Bassi, Senior Advisor & Lead Business Development APAC, The Wealth Mosaic
    Research conducted by an Australian Employee Benefits and HR Consulting company beginning of last year stated that 70% of employees admitting to worrying about or spending time dealing with personal finances at work, despite their position or level of income. This is costing employers over $47 billion each year. These numbers must have been amplified over the last 18 months.

    The importance for a person to meet current commitments comfortably and have the financial resilience to maintain this into the future across all age groups becomes increasingly clear. 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 wellbeing to as many people as possible.

    Hosted by The Wealth Mosaic’s Senior Advisor & Lead Business Development APAC, Mario A Bassi, and featuring Todd Stevenson, Chief Customer Officer, Colonial First State, Anthony Caneva, General Manager Member Engagement & Wellbeing, IOOF and Will Bailey, Chief Strategy Officer, InvestCloud, this webinar will delve deeper into
    • what constitutes a holistic financial wellbeing strategy,
    • what is financial wellbeing, why does it matter,
    • frameworks and practical examples on how technology can enhance financial wellbeing programs,
    • how does retirement and state retirement schemes fit within the employee financial wellbeing?

    Join us on Wednesday, October 6th, 2021 at 1pm AEST to tune in.
  • WealthTech Talks:How Tech Can Support the Cost Saving Efforts of Wealth Managers Oct 4 2021 1:00 pm UTC 63 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    For so long a highly profitable sector for the majority of participants, wealth management is today under greater cost pressure than ever before. A range of factors including changing competition, enhanced regulation, evolving product and financial markets and consumer trends have put consistent pressure on both the income and cost sides of the business. Income is harder to come by in the consistent and relatively easy way it was in the past and the broad costs of doing business are often higher. Technology, which clearly plays a role in both supporting the income side of the business as well as itself being a cost of doing business, is also a tool that can support any wealth management to generate cost savings in broad or specific areas of their business.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host Christopher Ansara, Founder & CEO of London-headquartered RegTech firm, ALT/AVE, Alan Blanchard, Business Development (UK), Apiax, and Sarah Carver, Global Head of Digital at Delta Capita, to discuss the role technology can play in bringing costs savings to the wealth management sector. Among other elements, the panel will discuss the main challenges in the market with regard to the cost-income ratio, what role elements such as regulation play here, the areas where technology can be brought in to generate savings and the ways in which technology can be deployed and managed to support cost savings.
  • WealthTech Talks:How Tech Can Support the Cost Saving Efforts of Wealth Managers Recorded: Sep 15 2021 63 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    For so long a highly profitable sector for the majority of participants, wealth management is today under greater cost pressure than ever before. A range of factors including changing competition, enhanced regulation, evolving product and financial markets and consumer trends have put consistent pressure on both the income and cost sides of the business. Income is harder to come by in the consistent and relatively easy way it was in the past and the broad costs of doing business are often higher. Technology, which clearly plays a role in both supporting the income side of the business as well as itself being a cost of doing business, is also a tool that can support any wealth management to generate cost savings in broad or specific areas of their business.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host Christopher Ansara, Founder & CEO of London-headquartered RegTech firm, ALT/AVE, Alan Blanchard, Business Development (UK), Apiax, and Sarah Carver, Global Head of Digital at Delta Capita, to discuss the role technology can play in bringing costs savings to the wealth management sector. Among other elements, the panel will discuss the main challenges in the market with regard to the cost-income ratio, what role elements such as regulation play here, the areas where technology can be brought in to generate savings and the ways in which technology can be deployed and managed to support cost savings.
  • WealthTech Talks: Wealth Managers, ESG and the Role of Technology Recorded: Aug 11 2021 61 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    The consideration of Environmental, Social and Corporate Governance (‘ESG’) issues is not new for wealth managers, however, in recent times it has moved from being a fringe issue to one of increased importance and a critical component of the investment offering to its clients and of general investment decision-making. The shift in attitude has been caused by a wide range of factors such as the increasing awareness of climate change, the clear benefits of a strong corporate responsibility policy and the significant impact of consumer preferences, not least in the shape of the next generation. Wealth managers must respond but, in a marketplace where technology has pushed into all corners, there must surely therefore be a role for technology in further embedding ESG into the offerings of the wealth management sector.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host Christopher Ansara, Founder & CEO of London-headquartered RegTech firm ALT/AVE, Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, and Josh Cogan, Associate Partner, Head of Banking UK at Synpulse, to discuss all the aspects of the role of technology in bringing ESG into the wealth management sector. Whether from a regulatory, reporting, client engagement, process or other element, the panel will look at what is needed from wealth managers in this area, what technology can deliver and how to move forward to a place where the technology is fully supportive of the needs of wealth managers in offering ESG solutions to their clients.

    Join us on Wednesday July 21st, 2pm UK time to watch/listen in.
  • WealthTech Talks: Wealth Managers, ESG and the Role of Technology Recorded: Jul 21 2021 61 mins
    Stephen Wall, Co-Founder, The Wealth Mosaic
    The consideration of Environmental, Social and Corporate Governance (‘ESG’) issues is not new for wealth managers, however, in recent times it has moved from being a fringe issue to one of increased importance and a critical component of the investment offering to its clients and of general investment decision-making. The shift in attitude has been caused by a wide range of factors such as the increasing awareness of climate change, the clear benefits of a strong corporate responsibility policy and the significant impact of consumer preferences, not least in the shape of the next generation. Wealth managers must respond but, in a marketplace where technology has pushed into all corners, there must surely therefore be a role for technology in further embedding ESG into the offerings of the wealth management sector.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host Christopher Ansara, Founder & CEO of London-headquartered RegTech firm ALT/AVE, Alessandro Tonchia, Head of Strategy, Private Banking & Wealth at InvestCloud, and Josh Cogan, Associate Partner, Head of Banking UK at Synpulse, to discuss all the aspects of the role of technology in bringing ESG into the wealth management sector. Whether from a regulatory, reporting, client engagement, process or other element, the panel will look at what is needed from wealth managers in this area, what technology can deliver and how to move forward to a place where the technology is fully supportive of the needs of wealth managers in offering ESG solutions to their clients.

    Join us on Wednesday July 21st, 2pm UK time to watch/listen in.
  • WealthTech Talks: Automation & Covid - How Wealth Managers Have Responded Recorded: Jul 8 2021 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The Covid-19 pandemic has had a huge impact on the world in which we live, disrupting many of the day-to-day things we have always taken for granted like meeting in person, socializing, shopping and much more. For the wealth management sector, the pandemic has put a stop to a core aspect of the market’s traditional model – face-to-face meetings with clients. However, the effects of Covid-19 and how the industry has had to respond go much further and, specifically, touch upon the need for automation. If people can’t meet and can’t be in offices and do many of the manual and office-based tasks of old, they need systems and processes to plug the gap. Covid-19 has shone a bright light on inefficiency and the need to automate many of the mundane, day-to-day tasks so central to the business of wealth management but not necessarily requiring human intervention.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, Chris Fragkos, Business Development Manager, at Profile Software, and Ian Woodhouse, Head of Strategy and Change at Orbium - Part of Accenture Wealth Management, will discuss the level of automation in wealth management and the impact of Covid-19. With the panel, we will look at the industry’s view of automation, considering what expectations, focus and processes wealth managers had pre-Covid-19 and how the pandemic has changed them (if at all). We will seek to tackle topics such as client communications being 24/7 and via a multitude of different channels, the provision of proactive and personalised advice, commentary and ideas and the role is of technology to achieve automation enabling the adviser.
  • US WealthTech Talks: Leveraging Data in Wealth Management Recorded: Jul 7 2021 63 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Is data the new rocket fuel of the wealth management business and is the industry ready to grasp the opportunity? Join us in this US WealthTech Talks webinar where our Co-Founder Stephen Wall will host expert panelists Dan Ciavarella, Head of Sales – Wealth, Americas at Refinitiv, Rob Wrzesniewski, Head of Global Solution at SEI Private Banking and Jaime Bolivar, Managing Director at TechRules as they discuss the role and potential of data in the wealth management sector.

    We have all heard how data is potentially transformative for the wealth management business. This industry, like others, cannot escape the influence, growth, and commercial power of the BigTech firms and their data-driven business models but can it learn from them to compete, maintain relevance and profit in today’s digital marketplace? Every industry, we are told, needs to develop a data strategy to move from the past into the future. Of course, data in the financial markets is completely commonplace for wealth managers, but the data we are talking about now is much broader, encompassing clients, products, markets, compliance, content, social media, behavioral, and more.

    In this webinar, Stephen will ask Rob and Jaime to talk through what the term data means in the wealth management space, what sources of data now exist, where the market is in its use of data now and what more the market can start to consider in terms of the data it uses and how to make the most of it.
  • US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology Recorded: Jun 25 2021 62 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Rising compliance demands, changing client expectations and behaviors, broader and more complex financial products, challenging financial markets, aging advisors, rising costs across the business, fee compression, and more. The wealth management sector is highly attractive but also facing a broad set of challenges. The question in front of us in this one-hour live webinar is how technology to support US wealth management firms to drive and deepen efficiencies in their businesses with technology. With our panelists we will examine which drivers are at play in demanding efficiency, where the market is in its use of technology to support its efficiency needs, how technologies can be better used by firms to generate and deepen efficiencies in their business, which areas of their businesses should be the focus, and much more. Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.

    Join our Co-Founder, Stephen Wall, on Wednesday June 9th at 1pm Eastern time to watch/listen in as Stephen hosts expert panelists Ryan George, Chief Marketing Officer at Docupace, David Schug, Vice President, New Business Development, SEI Wealth Platform, North America at SEI, and James Marks, CEO at WealthHub Solutions to discuss this topic.
  • WealthTech Talks: Automation & Covid - How Wealth Managers Have Responded Recorded: Jun 24 2021 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The Covid-19 pandemic has had a huge impact on the world in which we live, disrupting many of the day-to-day things we have always taken for granted like meeting in person, socializing, shopping and much more. For the wealth management sector, the pandemic has put a stop to a core aspect of the market’s traditional model – face-to-face meetings with clients. However, the effects of Covid-19 and how the industry has had to respond go much further and, specifically, touch upon the need for automation. If people can’t meet and can’t be in offices and do many of the manual and office-based tasks of old, they need systems and processes to plug the gap. Covid-19 has shone a bright light on inefficiency and the need to automate many of the mundane, day-to-day tasks so central to the business of wealth management but not necessarily requiring human intervention.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, Chris Fragkos, Business Development Manager, at Profile Software, and Ian Woodhouse, Head of Strategy and Change at Orbium - Part of Accenture Wealth Management, will discuss the level of automation in wealth management and the impact of Covid-19. With the panel, we will look at the industry’s view of automation, considering what expectations, focus and processes wealth managers had pre-Covid-19 and how the pandemic has changed them (if at all). We will seek to tackle topics such as client communications being 24/7 and via a multitude of different channels, the provision of proactive and personalised advice, commentary and ideas and the role is of technology to achieve automation enabling the adviser.
  • US WealthTech Talks: Leveraging Data in Wealth Management Recorded: Jun 23 2021 63 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Is data the new rocket fuel of the wealth management business and is the industry ready to grasp the opportunity? Join us in this US WealthTech Talks webinar where our Co-Founder Stephen Wall will host expert panelists Dan Ciavarella, Head of Sales – Wealth, Americas at Refinitiv, Rob Wrzesniewski, Head of Global Solution at SEI Private Banking and Jaime Bolivar, Managing Director at TechRules as they discuss the role and potential of data in the wealth management sector.

    We have all heard how data is potentially transformative for the wealth management business. This industry, like others, cannot escape the influence, growth, and commercial power of the BigTech firms and their data-driven business models but can it learn from them to compete, maintain relevance and profit in today’s digital marketplace? Every industry, we are told, needs to develop a data strategy to move from the past into the future. Of course, data in the financial markets is completely commonplace for wealth managers, but the data we are talking about now is much broader, encompassing clients, products, markets, compliance, content, social media, behavioral, and more.

    In this webinar, Stephen will ask Rob and Jaime to talk through what the term data means in the wealth management space, what sources of data now exist, where the market is in its use of data now and what more the market can start to consider in terms of the data it uses and how to make the most of it.
  • US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology Recorded: Jun 9 2021 62 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    Rising compliance demands, changing client expectations and behaviors, broader and more complex financial products, challenging financial markets, aging advisors, rising costs across the business, fee compression, and more. The wealth management sector is highly attractive but also facing a broad set of challenges. The question in front of us in this one-hour live webinar is how technology to support US wealth management firms to drive and deepen efficiencies in their businesses with technology. With our panelists we will examine which drivers are at play in demanding efficiency, where the market is in its use of technology to support its efficiency needs, how technologies can be better used by firms to generate and deepen efficiencies in their business, which areas of their businesses should be the focus, and much more. Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.

    Join our Co-Founder, Stephen Wall, on Wednesday June 9th at 1pm Eastern time to watch/listen in as Stephen hosts expert panelists Ryan George, Chief Marketing Officer at Docupace, David Schug, Vice President, New Business Development, SEI Wealth Platform, North America at SEI, and James Marks, CEO at WealthHub Solutions to discuss this topic.
  • WealthTech Talks: From Agile Development to Agile Business Recorded: Apr 29 2021 61 mins
    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 27 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?

    In this webinar, we will focus on where the industry is now and how it got to that point, what drivers and influences are shaping the mix of technology and people in the sector, what opportunities and challenges are at play in the mix of people and technology, and how wealth managers can put in place the thinking, culture and processes to ensure they achieve the best mix of people and technology in their businesses. The webinar will be hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and feature as expert panelists: Guillaume Foucaud, Product Manager at InvestCloud, Nigel Armstrong, Senior Account Director and Head of Wealth and Asset Management Solutions, UK&I, Blue Prism, and Rowan Jackson MVO, Chairman, Promising Outcomes.
  • WealthTech Talks: From Agile Development to Agile Business Recorded: Apr 15 2021 61 mins
    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?

    In this webinar, we will focus on where the industry is now and how it got to that point, what drivers and influences are shaping the mix of technology and people in the sector, what opportunities and challenges are at play in the mix of people and technology, and how wealth managers can put in place the thinking, culture and processes to ensure they achieve the best mix of people and technology in their businesses. The webinar will be hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and feature as expert panelists: Guillaume Foucaud, Product Manager at InvestCloud, Nigel Armstrong, Senior Account Director and Head of Wealth and Asset Management Solutions, UK&I, Blue Prism, and Rowan Jackson MVO, Chairman, Promising Outcomes.
  • WealthTech Talks: A Paperless Wealth Banking Experience – Why and How Recorded: Apr 8 2021 61 mins
    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: A Paperless Wealth Banking Experience – Why and How Recorded: Mar 25 2021 62 mins
    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.
The Wealth Mosaic
The Wealth Mosaic

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  • Title: US WealthTech Talks: Leveraging Data in Wealth Management
  • Live at: Jun 23 2021 5:00 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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