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WealthTech Talks:How Tech Can Support the Cost Saving Efforts of Wealth Managers

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.
Recorded Sep 15 2021 63 mins
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Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: WealthTech Talks:How Tech Can Support the Cost Saving Efforts of Wealth Managers

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  • US WealthTech Talks: Driving Growth in Wealth Management with Technology Dec 2 2021 6:00 pm UTC 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    The role played by technology around almost every industry is increasingly dynamic and multidimensional. In wealth management, it is no different. But amid such an array of technologies and capabilities, how does a wealth management organization put in place and use technology to drive their business growth? In this webinar, our co-founder Stephen Wall will be asking our expert panelists to provide their expertise into questions such as what are the technologies and tools that drive growth, in which areas of their business can they look to use technology to drive growth, how should a wealth management firm set-up its technology to support their growth objectives, what are some of the growth numbers they might look to achieve, how does a wealth management firm ensure its people can make the most of those technologies, what are the new tools and technologies to be aware of to support growth, and what factors around the technology are important in make this all work to the benefit of the wealth management organization.

    Joining Stephen on this webinar will be Tom Westhoff, VP of Global Sales at Practifi, Ryan George, Chief Marketing Officer at Docupace, and other soon to be announced guests.
  • WealthTech Talks: Evolving Digitalisation & Automation in UK Wealth Management Nov 3 2021 2:00 pm UTC 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    How and where to prioritise automation and efficiency is perhaps one of the UK wealth management sector’s most pressing questions in the year ahead. The Covid-19 pandemic shone a light on ongoing challenges and weaker areas of the wealth management industry in the UK. While much of the response was focused on the disruption to the adviser-client relationship, the impact in fact ran much deeper - testing the operational, infrastructural, and technological set up of UK wealth management businesses.

    In the second quarter of this year, The Wealth Mosaic ran a series of qualitative research interviews with executives in the UK wealth management sector on behalf of Blue Prism looking into the topic of automation and efficiency in their businesses. Overwhelmingly, the research highlights that while firms are pushing for increased business efficiency, and firms are active across a wide variety of specific areas of their businesses to deliver this, a true understanding of automation to support their goals is not yet embedded in their thinking. Firms are focused more on solving the business challenges they have in front of them now. No surprises, perhaps, but they are potentially missing an opportunity.

    In this live webinar, The Wealth Mosaic’s co-founder Stephen Wall will host Nigel Armstrong, Senior Account Director and Head of Wealth and Asset Management Solutions, UK&I, at Blue Prism, Ian Woodhouse, Lead Wealth Management Transformation and Thought Leader for Europe, Accenture, and other soon to be announced guests. The panel will discuss the topic across the main themes in the research – business goals, business efficiency, automation and growth and technology. We look forward to you joining us on Wednesday November 3rd, 2pm UK time to watch/listen in and hear the latest thoughts on business efficiency and how to bring automation to the UK wealth management sector.
  • WealthTech Talks: Managing the Cybersecurity Threat to Wealth Management Nov 2 2021 4:00 pm UTC 60 mins
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
    While there are many positives to the continuing technology-fueled evolution of the wealth management sector, the ever-present threat of cyberattack in one of many guises remains. In fact, with more technology, the threat is potentially greater than ever before. The reason that wealth management firms are a target of cybercrime is self-evident – holding significant personal wealth and data on individuals and, during the Covid-19 pandemic, many data points show the threats by volume have grown significantly. The wealth management industry cannot ignore the issue of cybersecurity.

    In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, will host Nino Vang Vojvodic, Co-Founder & CTO of ALT/AVE, Ali M. Qureshi, Chief Revenue Officer & Co-Founder of SideDrawer, and David Atkinson, Founder & CEO of SenseOn, to discuss how wealth managers can manage the threat of cybersecurity. The webinar will take place at 4pm, GMT and Stephen will cover a range of issues within this topic area including asking the panelists to highlight and explain what the threats are and what impact they have had or might have when successful, how to build and maintain a cybersecurity-enabled business environment, what technologies, tools and processes wealth managers should use in order to stay safe or as safe as is possible, what other aspects of business need to be considered including training and leadership, and how the challenge of cybersecurity can be balanced with the opportunity offered by further driving technology into the business.
  • APAC WealthTech Talks: Creating Financial Wellness via Gamification Nov 1 2021 3:00 am UTC 61 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.
  • APAC WealthTech Talks: Keys to Success GBA Wealth Management Connect (WMC) Oct 28 2021 5:00 am UTC 47 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: Keys to Success GBA Wealth Management Connect (WMC) Recorded: Oct 12 2021 47 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 Recorded: Oct 6 2021 61 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 Recorded: Oct 4 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: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.
The Wealth Mosaic
The Wealth Mosaic

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  • Title: WealthTech Talks:How Tech Can Support the Cost Saving Efforts of Wealth Managers
  • Live at: Sep 15 2021 1:00 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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