Applying Artificial Intelligence in Wealth Management – Compelling Use Cases Across the Client Life Cycle

About

Artificial Intelligence (AI) is scarcely out of the news as the “fourth industrial revolution” marches on. Many sectors stand to reap massive benefits from AI technologies and wealth management is no exception. Faster and better decision-making await, alongside the intelligent automation of activities such as lead generation, meeting preparation, KYC, portfolio construction and rebalancing, news personalisation and suitability/cross-border checks.

This event marks the launch of a groundbreaking research report produced by WealthBriefing in partnership with Finantix and EY – one which looks beyond the hype to identify compelling AI use cases that all forward-thinking wealth managers should be embedding into their strategies today.


Agenda


logistics

Date and Time

Date: Thursday 7th December • 2017
Time: 8:00 am – 11:00 am

Venue

The Royal Society

Address: 6-9 Carlton House Terrace, London, SW1Y 5AG


Speakers

Greg B Davies

Founder

Centapse

Greg is a globally recognised expert in applied decision science, behavioural finance, and financial wellbeing – turning academic insight into practical solutions.

Greg started, and for a decade built and led, the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays. He was the architect of Barclays’ behavioural profiling tools and Wealth Philosophy; and he designed Barclays’ innovative behavioural approach to impact investing and philanthropy.

In 2016 he founded Centapse, dedicated to applying sophisticated behavioural insight to design, develop, and deploy solutions to help people (and organisations) make better decisions. Centapse has recently partnered with Oxford Risk to combine bespoke behavioural consultancy with building decision support tools across the financial services industry.

He holds a PhD in Behavioural Decision Theory from Cambridge; is an Associate Fellow at Oxford’s Saïd Business School; a lecturer at Imperial College London; and author of Behavioral Investment Management.

Greg is also the creator of Open Outcry, a “reality opera” premiered in London in 2012, creating live performance from a functioning trading floor.

Dermot Corrigan

CEO

smartKYC

Dermot is CEO of smartKYC, a specialist technology business that uses AI to automate KYC (Know Your Customer) and enhanced due diligence intelligence gathering, and to identify and profile opportunities.

Dermot has 30 years of experience in the information services and media technology sectors.

Having served in senior executive roles with Frost & Sullivan and PR Newswire he went on to build and launch the world’s first adverse media search engine for KYC while at LexisNexis.

Latterly he ran Exclusive Analysis, a global political risk intelligence business (acquired by IHS Markit Inc.) and was Chief Commercial Officer of the mainstream and social media monitoring business Gorkana Group (acquired by a US leveraged buyout fund).

Dr. Anthony W. Kirby

Associate Partner, Regulatory & Risk Management - Regulatory Intelligence

EY

Anthony (Tony) Kirby is Associate Partner, Regulatory & Risk Management - Regulatory Intelligence, at EY, a role he has held since 2008 and in which he focuses on regulation and technologies such as digital, AI and blockchain as enablers and disruptors.

Previously, he was Head of Regulation within Accenture and also held senior client-facing roles at Deutsche Börse, Merrill Lynch, SWIFT, Instinet and Reuters.

Anthony’s current responsibilities include several initiatives in the risk management and regulation space, including MiFID II/MAD II, Dodd-Frank, OTC Derivatives (EMIR), CSD Regulation and GDPR measures. He is interested in peer benchmarking and the impacts of regulatory measures on business and operating models, and financial market infrastructures as a whole.

Wendy Spires

Global Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time.

Known as a technology and communications specialist, she has written an array of in-depth reports on issues affecting private banks and wealth managers, ranging from compliance and innovation trends through to client experience, branding and marketing strategies.

As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults for wealth and asset managers, including carrying out research projects among end H/UHNW clients for both internal and external purposes.

Alessandro Tonchia

Co-Founder

Finantix

Alessandro Tonchia is one of Finantix' founders. As strategy director he focuses on the company's growth and overall direction. He is responsible for communications with major clients, business partners and analysts worldwide.

Since 1992, Alessandro has represented Finantix in various capacities related to product development and global account management. He was responsible for large implementation of wealth management platforms. Before establishing Finantix, Alessandro was a consultant specialising in the areas of process management and CRM.


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