Webinar: Reimagining the customer experience in wealth management

The pandemic has accelerated digitisation across industries, with financial services seeing an outsized impact.

With traditional in-person channels unavailable and the need to support a global remote workforce, financial institutions and wealth management firms have advanced their use of technologies like e-signature and enhanced ID verification to continue to serve customers whenever, wherever, and however they choose.

At the same time, savvy wealth management organisations are responding to the pandemic by digitising their value chains, building frictionless advisor/client journeys, driving automation and efficiencies in the back office, and scaling new business models to meet evolving client demands.

In this webinar, presenters from Celent and OneSpan give a closer look at the digitisation trends shaping the wealth management industry, and how technologies like e-signature increase efficiency and accelerate customer acquisition.

Topics include:

• The most important and recent technology trends shaping the wealth management industry and the impact that they will have on your business.
• Innovative solutions in customer onboarding and digital agreements for wealth management, including enhanced ID verification and mediated agreements.
• How wealth management firms can increase conversion rates and experience a high ROI from integrating e-signatures into their existing workflows.

Sponsored by OneSpan

Speakers:

Aaron Davis
Director Product Marketing
OneSpan

Aaron is a seasoned technology product leader who brings over 15 years’ experience in developing go to market strategy across diverse industries including cybersecurity, mobility, and IoT. Aaron works closely with enterprise customers to understand their approach to optimising customer facing workflows through digitisation and is passionate about digital transformation.

As Director of Product Marketing at OneSpan, he leads up the go to market strategy and execution for OneSpan Sign, the company’s digital agreement solutions portfolio.

Paul Hindle
Editor
FinTech Futures

Paul Hindle is editor at FinTech Futures. He has over 7 years’ experience in editorial, production and management roles for print and online publishing companies.

He was previously News Editor for a global technology news start-up and has overseen the production and publication of over 500 books for two market-leading academic and technology publishing houses.

Awaad Aamir
Analyst | Wealth Management
Celent

Awaad has 6+ years of experience working in Corporate Strategy in North American Financial Services and Telecommunications. After joining Celent, his work focuses on wealth management automation, AI/ML, predictive analytics, client experience, and digital transformation. Awaad has been widely featured in publications, such as Business Insider, Wealth Management.com, and Financial Times.

Ben Hampton
Head of Digital Retirement Advice
Abrdn

Ben leads Digital Retirement Advice, an innovative and fast-growing hybrid financial advice offer within Abrdn, the global investment company committed to enabling clients plan, save and invest for their futures. He has over a decade of experience in advice, workplace pensions and wealth management built through roles in strategy, proposition, distribution, and marketing and brings a unique perspective of the c-suite from his a stint as Executive Assistant to the Standard Life CEO.

Akshaya Bhargava
Founder
Bridgeweave

Akshaya is the founder of Bridgeweave, a fintech firm that uses AI models to provide institutional quality research signals and investment ideas to investors, advisors and asset managers.

From 2014-2017, Akshaya was the global CEO of Wealth and Investment Management at Barclays. Prior to that, he founded InfraHedge, a hedge fund managed account platform, which was acquired by State Street Corporation in 2013  He has been CEO of Butterfield Fulcrum Group (acquired by MUFJ Group) and the founding CEO of Progeon (acquired by Infosys and renamed Infosys BPO in 2006). He started his career at Citibank where he spent 22 years in a variety of senior roles including as Country Manager, Citibank Czech Republic and many other senior roles.

This webinar took place on 23 November 2024. Please contact the FinTech Futures team to gain access to the recording.
If you have already registered, click here to access.