Rome 6 / 7 March 2018
Be ready for a unique experience in our financial and digital community
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.
TOP 3 FINTECH INFLUENCER
A Nightmare on European Banking Street?
ASSOCIATE RESEARCH DIRECTOR
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.
HEAD OF CLIENTS SERVICES
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“
CHIEF EXECUTIVE OFFICER, PERSHING LIMITED
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
DIRECTOR OF DISTRIBUTION
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.
CHIEF OPERATING OFFICER
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.
Would you get through the door?
DIGITALISE YOUR INTERACTIONS
AUTOMATE YOUR ADVISORY
STREAMLINE YOUR PROCESSES
Digital to Our Core
Luigi Marciano Founder & CEO
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.
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.
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.
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.
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.
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
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
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
Lunch & Demo Corner
Fintech and ToughTech – Better together or better apart?
Geoff Towers, Chief Executive Officer, BNY MELLON – PERSHING
Building a Digital First Customer Focused Bank
Darragh Lennon, Director of Distribution, KBC
Amundi: Global Scope, Local Roots – Our way to better embrace the Italian market
Julien Bernard, Chief Operating Officer, Amundi
@ Demo Corner
Conclusions & Takeaways
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