Adapt or Die - Winning in Wealth Management

Overview

Explore the impact of new technologies on wealth management, featuring insights from industry leaders on innovation, regulation, AI, and customer acquisition.

Syllabus

• Introduction to Wealth Management
Overview of Wealth Management Industry
Historical Context and Evolution
Key Players and Stakeholders
• The Impact of Technology on Wealth Management
Emerging Technologies in the Financial Sector
Digital Transformation Strategies
• Artificial Intelligence in Wealth Management
AI Tools and Applications
Case Studies of AI Implementation
AI-Driven Investment Strategies
• Innovation and FinTech in Wealth Management
Disruption by FinTech Startups
Collaboration between Banks and FinTechs
• Regulation and Compliance in a Tech-Driven Landscape
Key Regulations Affecting Wealth Management
Regulatory Technology (RegTech)
Balancing Innovation with Compliance
• Customer Acquisition and Retention
Utilizing Big Data for Customer Insights
Enhancing Customer Experience through Technology
Personalization and Communication Strategies
• Industry Leadership Insights
Interviews with Industry Leaders
Lessons and Strategies for Adapting to Change
• Future Trends in Wealth Management
Predictive Analytics and Forecasting
The Role of Blockchain and Cryptocurrencies
• Course Conclusion and Key Takeaways
Review of Core Concepts
Strategies for Innovation and Adaptation

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Subjects

Conference Talks