Future of Wealth Management Forum 2025

Panel II - Operational revolutions: customer experience vs profitability

Jan 30, 2025 — 10:30 am - 11:10 AM
Stage A

This event

Agenda

Speakers

Partners

Theme

This panel will delve into how technology transforms customer interactions in the financial sector, with a focus on enhancing client engagement and operational profitability. Discussions will cover the evolution of client knowledge systems, the modernization of KYC practices, and the overall enhancement of the customer journey. Panelists will also assess the strategic decisions regarding outsourcing versus in-house development of tech solutions, and explore how fostering collaboration between business strategists and technology experts can drive efficiency and boost profit margins.

Panelists

Signatures

The other sessions

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Stage B
9:00 AM9:40 AM

Panel I - Fluidity and rigidity: balancing liquid and illiquid sustainable assets

Michael SfezKermony OfficeAssocié Fondateur
Description
This panel will examine the nuanced dynamics between liquid and illiquid assets within the sustainable investment spectrum. It will explore strategies for balancing these asset types to optimize portfolio returns while adhering to sustainability principles. The discussion will also address the challenges and opportunities presented by each asset type in the context of market volatility and economic shifts.
Stage B
10:30 AM11:10 AM

Panel II - Frameworks of change: aligning investment strategies with emerging regulations

Description
This panel focuses on the dual imperative of aligning investment strategies with sustainability goals under evolving regulatory frameworks. It will discuss the implications of recent and upcoming regulations for investors, with particular attention to how these frameworks influence decision-making processes and investment flows in sustainable assets.
Stage B
11:30 AM12:15 PM

Panel III - Data-driven sustainability: leveraging ESG metrics for better investment decisions

Michel EscaleraPalatine AMDirecteur GénéralClaude HellersFundbridge GmbHManaging Partner
Description
This session will delve into how ESG data is transforming the landscape of sustainable investment. It will cover the tools and technologies enabling the capture and analysis of ESG metrics, the reliability of data sources, and how investors can effectively use this data to make informed, ethical investment choices.
Stage A
9:00 AM9:40 AM

Panel I - Reality check: navigating the hype vs. reality of AI in financial services

Yannick BruckArendtGroup CIO & CEO Arendt Digital ServicesTommaso CervellatiState StreetBlockchain Specialist et cofondateur d’Olympus InitiativeFilipe PaisLuxProvideChief Customer Officer
Description
This panel will critically examine the gap between the expectations and the actual impact of AI technologies in the financial services sector. Experts will discuss real-world challenges, including cost implications, scalability, and regulatory compliance, while exploring successful case studies where AI has genuinely transformed business operations and client satisfaction.
Stage A
11:30 AM12:15 PM

Panel III - Bridging the gap: humanizing technology in financial services

Pierre BosioAmundi LuxembourgDeputy CEO - Chief Operating Officer
Description
This session will address the human aspects of technology adoption, discussing how firms can manage change when implementing new technologies like AI and machine learning. Panelists will share insights on upskilling employees, the role of leadership in tech transitions, and strategies for enhancing collaboration between tech teams and traditional financial roles to ensure seamless integration and adoption.
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