Digital Advice Summit 2018

Event Details

Digital Advice Summit 2018

Time: February 21, 2018 from 9am to 5:30pm
Location: London
City/Town: London
Website or Map:…
Phone: +44 (0) 20 3397 7458
Event Type: summit
Organized By: Event Creation Network
Latest Activity: Jan 31, 2018

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Event Description

Strategic approaches for implementing a digital advice proposition

As the advice gap continues to widen, as regulatory pressures increase, and as automated solutions become more sophisticated, digital advice is moving into the mainstream.

To remain relevant in the changing landscape, most large financial institutions are now taking a view on the role of digital advice in their strategy.

Finance Edge’s summit will bring together global perspectives on building a digital advice proposition and ensuring it yields long-term benefits, both for your firm and for the public.

Key topics

  • Opportunities and current approaches on informing your digital advice proposition
  • Responding to the impacts of GDPR, Pensions Freedom, Project Innovate and the Financial Advice Market Review
  • Understanding customers: behavioural insights and customer experience design
  • Insights for fintech startups – taking your digital advice offering to profitability
  • Successful partnerships between large incumbents and fintechs
  • Practical steps to integrate digital advice into your firm and deliver ROI
  • Mitigating the compliance and governance risks of offering digital advice
  • Cutting edge technologies that make digital advice more widely accessible

Who should attend

The summit will bring together experts from Investment managers, Advisory firms, Life companies, Banks, Employee benefit companies, Fintechs, IFAs, Regulators, Consultants, Solution providers, Digital advice / robo advice platforms companies:

  • Head of Advice
  • Head of Distribution
  • Head of Retail Wealth
  • Head of Innovation
  • Head of Product / Proposition Development
  • Head of Business Transformation
  • Head of Customer Engagement / Experience
  • Head of Personal / Retail Investing

Get 20% with booking code GRC20

Register now - Contact us on +44 (0) 20 3397 7458 or email for special rates.

Visit the website for further details


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