UK Private Banking and Wealth Management insight and expertise from top industry executives and Synpulse
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
17:30 Registration and refreshments
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
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
Robotic Process Automation (RPA):
Wealth Management Spotlight on:
Industry Insight and Expert from Business Leaders
The Senior Executives Forum for Private Wealth Managers is a by invitation-only event and sponsorships cannot be accepted
SEF for Private Wealth Managers
20 St Dunstans Hill
London EC3R 8HL
Phone +44 (0) 79997 16061
All rights reserved © 2018