How ESG and regulatory shifts will transform the wealth industry

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Presented by

Lou Celi, Hanspeter Wolf, Olivia Fahy, Nina Kerkez, Moderated by Lucy Heavens

About this talk

Listen in as Appway CEO & Founder Hanspeter Wolf and other wealth management experts in a take part in a free-flowing discussion of what these changes will mean for the industry. Specific critical issues: * How should wealth management providers change their onboarding methods, client advisory services, and outsourcing strategies to improve compliance? * How far should wealth management firms go to incorporate ESG into different aspects of their business approaches, from marketing, communication, and analysis to investment products and advisory services? * Which regulatory changes—from KYC and AML to data security and privacy to investor protection and fiduciary standards--will have the largest impact on the wealth management industry over the next few years? Panelists for this discussion are: * Lou Celi, CEO of ThoughtLab * Hanspeter Wolf, CEO of Appway * Olivia Fahy, Head of Culture, TCC Group * Nina Kerkez, Director of Consulting, Lexis Nexis Risk Solutions * Moderated by Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

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Appway is the leader in onboarding for financial services businesses. Every 30 seconds a new client relationship is created with Appway. Appway offers certified, secure, Cloud-based software for client onboarding, servicing, and reviewing to firms from bespoke wealth managers to the largest global financial institutions. Appway software is proven to rapidly deliver unparalleled client experiences, a 90% reduction in onboarding time, a 10% increase in margin per client, and a 225% ROI. Appway’s built-for-purpose business solutions are based on the expertise gathered over hundreds of deployments worldwide – from opening an individual investor account to onboarding a billion-dollar multi-jurisdictional entity. With an extensive ecosystem of partners, Appway allows customers to intelligently orchestrate the full range of client interactions of any complexity. Appway is in an FNZ Group company based in Switzerland with offices around the globe. Visit us on : https://www.appway.com/