With a younger generation raised on technology, the pipeline of wealth managers’ future clients depends in part on their digital capabilities. Firms must constantly evolve to meet rising demand for innovation, transparency and regulatory compliance – or risk falling behind. Therein lays the challenge of balancing automation with personalisation; robo-advisors with human ones; digital channels with physical ones.

Clients increasingly expect an “omni-channel” service from their wealth manager. For the advisor, this opens up opportunities for engagement and efficiency but also brings the added pressure of consistency across all channels for a seamless client experience.

Digital transformation is expected to cover the entire client lifecycle, from onboarding to portfolio monitoring to performance reporting, while also delivering growth for the advisor and the business. But what are the key hurdles and can technology help overcome them?


8:00 - 09:00 Registration and Networking Breakfast 9:00 - 10:25
  • Welcome Note
  • Appway Digital Banking Showcase–Attract, convert and grow clients
  • The Roadmap to Digital Growth–Perspectives from Leading Wealth Managers
  • Think Digital for Financial Interactions–Leveraging E-Signatures in Banking
10:25 -11:20 Panel Discussion 11:20 - 12:00 Light Lunch and Networking


Date and Time

Date: Thursday 20th October - 2016
Time: 8:00 am – 1:00 pm


Soho Hotel , London

Address: 4 Richmond Mews, London W1D 3DH

About our Sponsors


Speakers’ Chair

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]


Andrea Buzzi

Head of Pre-Sales and Solutions


Andrea Buzzi, Head of Pre-Sales and Solutions, shapes the offerings and capabilities of the Appway Digital Banking and Appway Onboarding solutions. He is charged with planning and refining Appway’s development […]

Mary Ellen Power

VP Marketing

eSignLive by VASCO

Mary Ellen Power is eSignLive’s VP of Marketing and has over 25 years of experience in marketing for technology companies. She is responsible for branding, lead generation, product and partner […]

Nigel Sirett

Account Executive


Nigel Sirett is responsible for growing Appway’s business in the UK and supporting UK clients on their digital transformation journey. He has 30 years’ experience in financial services and technology, […]

Sasha Dabliz

Private Client Proposition Development

Lloyds Banking Group

With a career focused primarily on marketing for UK wealth and investment management firms both large and small (it’s all on Linked In), I have seen much change and development […]

Sat Kunthia

Strategic Projects Director

Barclays Wealth and Investment Management

Sat Khuntia joined Barclays Wealth and Investment Management in 2015 where, as Strategic Projects Director, he is responsible for identifying how clients can benefit from the application of digital technologies […]

Shane Williams


UBS SmartWealth

Shane is passionate about intrapreneurship, technology, customer experience and business innovation. He is one of two business leads of UBS SmartWealth and has been driving the innovation around the platform […]

Stephen Wall

Co-founder, Head of Marketplace & Content

The Wealth Mosaic, UK 

Stephen is an analyst focused on the global wealth management sector. With over 12 years’ experience in the sector, he has recently co-founded a new global digital market network called […]

Thomas Schaer

Lead Solution Consultant


Thomas Schär is a Lead Solution Consultant at Appway, where he cultivates new business opportunities in Europe, Asia, and North America. A skilled public speaker, Thomas hosts events to introduce […]

Wendy Spires

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 […]