Breakfast Briefing – Survival of the Fittest: The Rise of the Omni-Channel Advisor

About

Financial services institutions of all kinds, and wealth managers in particular, are struggling to determine the best channels to reach the social, mobile client of today. Consumer expectations are changing with every technology innovation, while disruptors like robo-advisors and direct-to-consumer offerings continue to raise the bar on digital engagement ever-higher.

Wealth managers are now moving towards truly omni-channel client servicing and communication models, with many achieving huge engagement and efficiency gains from empowering advisors in this way. With digital innovation no longer a “nice to have”, learning how to leverage a plethora of new tools both compliantly and cost-effectively is now an urgent priority across the sector.

Drawing on extensive industry experience and technical expertise, our panel of thought-leaders will tackle:

  • Potential outcomes from omni-channel client communication and servicing models
  • What business leaders and marketers must do to help advisors adapt and increase productivity
  • How wealth managers can implement an omni-channel approach and adapt it over time to maximise ROI and minimise risk to the business

Agenda

8.15 – 9.00: Registration and networking

9.00 – 10.30: Panel discussion and Q&A

10.30 – 11.00:  Refreshments and networking

 


logistics

Date and Time

Date: Wednesday 16th March • 2016
Time: 8:15 am – 11:00 am

Venue

Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164


Speakers

Chris Andrew

Managing Director, UK and Europe

Hearsay Social

Chris has a background in Product Management and as the first employee to join the founders at Hearsay Social he has led a number of key teams across Product, Customer Success & Sales. Prior to Hearsay Social Chris worked in Product Management at Intuit.  Chris now leads our European activities, supporting both global and European customers as they establish and scale social business programs.

Graham Aikin

Founder & CEO

HNW Social Media Solutions Ltd

Following my law degree, I spent over 10 years in various relationship management roles in the private banking and wealth management sector, primarily as a senior private banker with Coutts & Co, where I managed a portfolio of HNW and ultra-HNW individuals and families. In early 2012, I established my own consultancy, HNW Social Media Solutions Ltd. We provide advice, training and consultancy services to private banks, wealth & asset managers and IFA’s on the effective and compliant use of social media to raise brand awareness, engage with prospects and clients and ultimately to grow their business and increase stakeholder value. I have worked with firms both in the UK, US and Far East and am a regular speaker at industry conferences and events.

Kirsten Burt

Executive Director - Head of Marketing, UK & Jersey

UBS Wealth Management

Kirsten Burt is Head of Marketing for the UK & Jersey business at UBS Wealth Management; she joined the firm in 2013. At UBS, she leads a team of senior marketers in London and Zurich who are responsible for the marketing and business strategy to help grow the business. Ms. Burt is a strategic marketer with over 15 years of experience in the full marketing mix including PR, advertising, sponsorship, digital, client segmentation, content marketing, direct marketing, and international marketing.

Prior to UBS, Kirsten was the Head of Marketing for Standard Chartered Private Bank for the EMEA and Americas regions for 6 years. She also held VP level marketing roles at Citigroup in New York and London in their card businesses.

Kirsten holds a bachelor’s degree in management and marketing from Boston College, and an International MBA from the Thunderbird School of Global Management.

 

Wendy Spires

Head of Research

ClearView Financial Media

Wendy Spires heads up research at both WealthBriefing and findaWEALTHMANAGER.com, the online matching service for HNWIs. Wendy has been a wealth management journalist and research writer for almost decade. She has written a huge array of research reports on issues affecting the industry, including client experience, branding and marketing, client due diligence, onboarding and risk-profiling methodologies, and is known as a specialist in technology and operations trends. Having developed in-depth knowledge of many international wealth management markets and the strategic challenges different types of firms face, Wendy regularly speaks at and chairs high-profile conferences both in the UK and abroad.

William Stevns

Director

PwC

Will is a Director in PwC's Asset and Wealth Management practice. He brings over fifteen years of experience in helping better understand and engage their clients, and on improving the effectiveness of their front office teams. He is currently working with clients on the development of new robo and hybrid advice propositions, and on the wider application of digital and Fintech to their conduct, cost and customer challenges.


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