Agenda

Business Session

24th November - Amsterdam, Conservatorium Hotel

Symphony Room

8.00

REGISTRATION & WELCOME COFFEE

8.45

Company Vision

Context-setting : Objectway's overview, vision and values

  • LUIGI MARCIANO
    Founder and CEO
9.00

Digitalizing Wealth Management: the time has come, are you ready?

Client expectations, regulatory environment, new forms of modernised competition, technology innovation and digitalisation are factors that organisations must deal with to retain their competitive edge. Are you ready?

  • STEPHEN WALL
    Senior Analyst,
    Wealth Managment AITE Group
9.45

Objectway strategy: real impact for our clients

Objectway’s strategy and its relevance for clients: a view on the overall value proposition with a glimpse of what's upcoming

  • PETER SCHRAMME
    Chief Business Development Officer
10.15

Transforming online client engagement with digital collaboration

How digital technologies enable clients to interact with services, content and other human actors such as advisors, investment experts, help desk or other fellow investors. Collaboration and information sharing as key ingredients of quality of service and customer loyalty

  • GEORGIOS LEKKAS
    Chief Product Officer
  • DAVIDE INGOGLIA
    Product Owner
10.40
Tunes Bar

Refreshments

11.10

Efma - Objectway Survey "Digital Engagement & Collaboration": a sneak peek

Exclusive results of the 2016 Efma - Objectway Survey "Digital Engagement & Collaboration: the hype, the reality, the future"

  • PETER SCHRAMME
    Chief Business Development Officer
  • BARBARA GENTILE
    Marketing Manager
11.30

How Fintechs are open sourcing Financial Services

Fintech start-ups are building an internet of value and an internet of trust to support the internet of things. Discover what incumbent institutions are doing to respond or, more fundamentally, if they are even capable of responding

  • CHRIS SKINNER
    Chairman of the Financial Services Club
12:15
Taiko Restaurant

Lunch & Networking

Customer Testimonial Session

24th November - Amsterdam, Conservatorium Hotel

Symphony Room

13.45

Digital transformation as a natural transition

The use of digital environment, that allows engagement and collaboration between advisor and clients, has quickly become the new normal. Digital transformation is part of a natural transition which can improve organisational efficiency keeping customer loyalty high.

  • CLAUDIO BONETTI
    Chief Information Officer, Azimut Holding
14.15

Hybrid Advisory: the sweet spot for your advisory business

Goal-based investment advisory through hybrid service models allow customers to choose their preferred channel and to deal with their relationship manager in a collaborative manner

  • MARCO PARINI
    Chief Investment Officer, CheBanca!
  • MICHELE TANZI
    Client Solution Director, Objectway
14.45

Different needs in two distinct markets served by a unique portfolio management platform

Supporting investment manager's distinct needs delivering premium performance through a best-in-class portfolio management process and efficient investment strategy execution

  • KERUSHA KANJEE
    IT Specialisation Owner, Investec
  • MARTIN DIJKMAN
    Business Change Manager, Rabobank
  • GERT-JAN HOOGENDOORN
    Product Director, Objectway
15.30
Tunes Bar

Refreshments

Solution Session

24th November - Amsterdam, Conservatorium Hotel

Symphony Room

16.00

Efficient model portfolio construction: a new way to look at it

How to build dynamic model portfolios reducing the complexity of asset allocation and providing a valuable solution for your customers, leveraging strategic insight and tactical choices

___

MICHELE TANZI
Client Solution Director


MARCO MIGLIORIN
Senior Business Consultant

16:20

SURE to remain suitable for your clients under MiFID II

Could your firm stand up to MiFID II requirements? Assess and clearly document customer’s risk profile and investment rationale using a real time engine which provides actionable insight and historical information management

___

ALBERTO CUCCU
Chief Client Solution Officer


ANNA TENTORIO
Senior Business Consultant

16.40

Structurally scale your recommendation & investment proposal process

Reshaping your wealth management advisory business with best-in-class services, operating models and investment strategy execution, in full compliance with the regulatory context

___

MICHELE TANZI
Client Solution Director


PAOLA VESENTINI
Product Manager

Harmony Room

16:00

Seamless client & advisor led onboarding drives organisational efficiency

"Straight through processing" onboarding of new clients, as well as updating/repapering existing customers, delivers important value for you and your clients

___

GERT-JAN HOOGENDOORN
Product Director


MICHAEL BECKERS
Technical Product Architect

16.20

Technology patterns in efficient wealth management business

Technology thoughts to facilitate business agility in wealth management: micro services, fast data, full automation




___

LORENZO PAGNIN
Chief Enterprise Architect


16.40

End-to-end solution for asset management: an answer to key market trend

Providing institutional investors with a comprehensive platform that automates the full asset management's value chain as an answer to an important market trend

___

ARMANDO NICOLI
Product Manager


PAUL FULFORD
Senior Solution Consultant

17.00

Roundtable Roundup

Key Takeaways from the conference

Meet the experts

Exclusive one to one meetings with Objectway Executives and Financial Business Experts will take place during the Conference.

don't miss the chance!


MORE INFORMATION

REGISTER NOW

GUEST SPEAKERS

Venues

23RD NOV 2016 / 6:00 PM

24TH NOV 2016 / 8:45 AM