Intelligent Operations:
Smart end-to-end Operations in Private Wealth
20.09.18 LDN
UK Private Banking and Wealth Management insight and expertise from top industry executives and Synpulse
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Our Senior Executives Forum is an industry opportunity to share views and opinions on trending challenges in the industry.
The next edition in the series will focus on the exploding trend of AI and robotics automation.
The Senior Executives Forum is a by-invitation-only event.
Date: Thursday, 20th September 2018 | Venue: Barber-Surgeons’ Hall London EC2Y 5BL
Programme
17:30 Registration and refreshments
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18:00 Introduction to the Forum
18:05 Discussion Panel #1: Private Wealth Executives
Andy Brodie, Chief Operating Officer (Standard Life Wealth)
Clem MacTaggart, Chief Operating Officer (Killik & Co.)
James Frew, Head of Operational Intelligence (St. James's Place Wealth Management)
18:35 Charity address
18:45 Discussion Panel #2: FinTechs & Industry Experts
Alessandro Tonchia, Co-founder & Director (Finantix)
Amit Kumar, Director Banking & Markets (UiPath)
Iwan Schafthuizen, Partner & Managing Director (Ortec Finance)
19:15 Closing remarks
19:30 Drinks and buffet dinner
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If you want more information about the Forum
Intelligent Operations:
Smart end-to-end operations in Private Wealth

Q: Aren’t RPA robots just patches, fixing suboptimal systems? If we upgrade to a state-of-the-art system, won’t it bring all automation already embedded?
A: Sure, but such modern systems are heavy investments and take years to implement. RPA is a fraction of the cost and brings immediate benefits in weeks.

Q: We are opting for a BPO-based operating model: where will added intelligent automation bring higher operational gains and cost savings - with the outsourcer, or at our end?
A: It can be on either side or on both. For the provider it will raise efficiency (reduce costs), and at your business it will drive effectiveness (do more with the same resources) as well as quality.
Senior Executives Forum
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Accelerating Consolidation within the UK Wealth Management Industry
Accelerating Digital Wealth Management
Intelligent Operations: Smart end-to-end Operations in Private Wealth
Robotic Process Automation (RPA):
Artificial Intelligence and Robotics in Wealth Management
Artificial Intelligence & Robotics: Nirvana or Apocalypse?
Success Factors for Increasing Efficiency
Wealth Management & Private Banking COO Impasse
Wealth Management Spotlight on:
Best Practice in Wealth Management
Cost: Income Ratio in Wealth Management
Customer Experience in Wealth Management
Outsourcing in Wealth Management
Regulatory in Wealth Management
Target Operating Model in Wealth Management
Technology in Wealth Management
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The Senior Executives Forum for Private Wealth Managers is a by invitation-only event and sponsorships cannot be accepted
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