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Rome 6 / 7 March 2018

Be ready for a unique experience in our financial and digital community

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CUSTOMER CONFERENCE 7 March 2018

WATCH THE SPOT

WATCH THE INTERVIEW

BE READY FOR A UNIQUE EXPERIENCE IN OUR FINANCIAL AND DIGITAL COMMUNITY

Attend the full day of expert views on the latest industry trends and challenges, product innovation sessions, and networking opportunities with Objectway’s community. Take the unique chance to experience the exclusive private tour at the Vatican Museums and the amazing Sistine Chapel.

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Spiros

TOP 3 FINTECH INFLUENCER

Spiros Margaris

A Nightmare on European Banking Street?

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ASSOCIATE RESEARCH DIRECTOR

Thomas
Zink

IDC is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,100 analysts worldwide, IDC offers global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries.

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Compeer

HEAD OF CLIENTS SERVICES

James
Brown

Compeer, the premier provider of Business Performance Benchmarking for the UK Wealth Management and Private Banking industry, will be presenting the results of the joint study with Objectway on “How to improve the quality of client service and cost-to-income ratio

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Geoff_Towers
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CHIEF EXECUTIVE OFFICER, PERSHING LIMITED

Geoff
Towers

Combining Pershing’s award-winning global custodian and outsourcing solutions with Objectway’s award-winning front office solutions will create a single, fully integrated STP solution

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Mobile-Darragh-Lennon

DIRECTOR OF DISTRIBUTION

Darragh
Lennon

KBC Bank Ireland has been providing banking services in Ireland for over 40 years and is part of the KBC Group, one of Europe’s most recognisable financial institutions. KBC Ireland provides a complete range of personal and business banking services to their customers.

Bernard
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Mobile-Bernard

CHIEF OPERATING OFFICER

Julien
Bernard

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the integration of Pioneer Investments, it now manages 1.4 trillion euros of assets across six main investment hubs.

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Would you get through the door?

DIGITALISE YOUR INTERACTIONS

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  • Client Onboarding
  • Digital Life Planning
  • Digital Investment Experience

AUTOMATE YOUR ADVISORY

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  • Robo Planning
  • Advisory Algorithms
  • Suitability & Risk Engine

STREAMLINE YOUR PROCESSES

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  • Asset Management Automation
  • Client Portfolio Management
  • Sales & Compensation

Choose your Journey

8:55

Digital to Our Core

Luigi Marciano Founder & CEO

9:05

Kicking Wealth Management into Gear for Growth

Thomas Zink Associate Research Director, IDC

For almost a decade the wealth management industry has been struggling to get back on its growth trajectory. Despite the rapid creation of wealth around the world, the burden of compliance and international tax transparency, margin compression driven by passive funds and stock markets going from record to record, and a new breed of digital competitors. However the latest advances in technology such as robotic process automation and machine learning to deal with compliance and security, cognitive solutions and data analytics to drive the customer experience at scale and the emerging data economies may just provide the right tool kit to reignite revenue growth.

09.45

The voice of the Market… and what does it whisper

Peter Schramme, Chief Business Development Officer

Which new or disruptive concepts and approaches are looming on the horizon? Some may become mainstream as most of them have the potential to change the competitive battlefield in the Wealth & Investment Management market. This session provides some “food for thought” to ponder about potential future levers of differentiation and for Objectway as a high-level canvas for future roadmap considerations.

10.10

Empowering business transformation

Alberto Cuccu, Chief Client Solution Officer

Key highlights across Objectway Wealth Suite, the answer to the increasing demand for innovation currently facing the wealth and investment management landscape. The new generation integrated digital platform supports the entire investment management value chain, creating value for all stakeholders.

10.30

A walk down innovation lane

Georgios Lekkas, Chief Product Officer

As a market consultant recently wrote : “Objectway has the credibility of a known vendor and the innovation glow of a FinTech”. Indeed, innovation drives differentiation, both for our customers as well as for Objectway. What initiatives are cooking in Objectway’s labs? This session provides a glimpse on the cutting edge elements of Objectway’s proposition stack.

10:50

Break

11:00

Squaring the circle: how to improve the quality of client service as well as profitability

James Brown, Head of Client Services, Compeer

Compeer, the premier provider of Business Performance Benchmarking for the UK Wealth Management and Private Banking industry, will present the results of the joint study with Objectway on How to improve the quality of client services and cost-to-income ratio.

11:15

The 2020 vision, what ‘future technologies’ are enabling the business of today

Lorenzo Pagnin, Chief Technology Officer

A journey through the Technological innovation supporting Objectway Wealth Management Business.
Visiting real cases and “coming soon” examples of future technology paradigms that we are adopting in today business

11:35

A Nightmare on European Banking Street?

Spiros Margaris, Fintech Influence

How Fintech, Open Banking, and tech giants force european banks to adapt their business model to survive. For some in the banking industry the changes will be a nightmare, for others an opportunity to ignite needed changes to stay competitive in the future

12:05

Riding the Wave of your Business Transformation

Chuck Thomas, Moderator – Research Director Gartner

Geoff Towers – BNY Mellon – Pershing, Darragh Lennon – KBC, Julien Bernard – Amundi, Roberto Ferrari – Mediobanca, Grant Parkinson – Brewin Dolphin

Your sector will face business transformation in the next few years, and it’s very challenging to keep your business happy. Let’s discuss about strategical initiatives that you should follow to keep your business happy during this change

12:50

Lunch & Demo Corner

14:00

Fintech and ToughTech – Better together or better apart?

Geoff Towers, Chief Executive Officer, BNY MELLON – PERSHING

14:25

Building a Digital First Customer Focused Bank

Darragh Lennon, Director of Distribution, KBC

14:50

Amundi: Global Scope, Local Roots – Our way to better embrace the Italian market

Julien Bernard, Chief Operating Officer, Amundi

15:15

@ Demo Corner

16:15
16:30

Conclusions & Takeaways

Register Now

Preferred Demo Experiences:

– SOLD UOT –

Villa Miani Rome 7 March 2018

Amazing venue whit an absolutely unique and spettacular view over Rome
Via Trionfale, 151, 00136 Roma RM – www.villamiani.com

<< Go to the Private Tour page

Via Trionfale, 151, 00136 Roma
www.villamiani.com

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