LONDON 02 DECEMBER 2015
Wealth management firms must take a bolder stance on new technologies, or they risk being left behind. This is the conclusion reached by wealth management influencers, researchers and managers speaking at the International Customer Conference hosted by Objectway.
OUR GROWTH
1
14
2
90
CHOOSE TO BE [IN]
The perfect occasion to officially launch Objectway’s brand-new blog and community
EVENING PARTY
An exclusive dinner, cool music & open bar at the edgy and urban Altitude London Skyloft
SPECIAL GUEST SPEAKERS
JIM MAROUS
Co-Publisher The Financial Brand
Top 5 financial technology influencers to follow and publisher of the digital banking report
ASHLEY LONGABAUGH
Senior Wealth Management Analyst
Innovation in wealth management trends and opportunities
JULIEN PALISSOT
Managing Director, TreeTop Asset MGMT
Customer success story: Creating an effective digital experience
AGENDA
Business Session
Objectway: Company Vision and Client Value
LUIGI MARCIANO
Founder and CEO, Objectway
Innovation in Wealth Management: Trends and Opportunities
ISABELLA CAGNAZZO FONSECA
Research Director, Wealth Management, Celent
Value-driven Market Engagement
PETER SCHRAMME
Chief Business Development Officer, Objectway
Objectway Product Strategy: a road to business innovation
ALBERTO CUCCU
Chief Product Officer, Objectway
Objectway [IN] Community
PETER SCHRAMME
Chief Business Development Officer, Objectway
Case Study: Retooling for a digital market – the TreeTop story
OLIVIER DEBROUX
Managing Director, TreeTop Asset Management
Intro to the afternoon agenda
PETER SCHRAMME
Chief Business Development Officer, Objectway
Solution Session
A new solution to empower your client relationships
GERT-JAN HOOGENDOOR
Product Manager, Objectway
MiFID II – an application’s impact blueprint
ED O’LEARY
Senior Product Manager, Objectway
Digital engagement and collaboration as business differentiators
GEORGIOS LEKKAS
Chief Innovation & Technology Officer, Objectway
Implementing goal-based hybrid and robo investment advisory
MICHELE TANZI
Client Solutions Director, Objectway
Performance Attribution as a business value-add
KOEN GOOSSENS
Chief Business Consultant, Objectway
A real one-stop-service for wealth managers and stockbrokers
PHIL HALES
Business Development UK, Objectway
Business Intelligence: Complementing rhymeSIGHT with Illumas add-ons
ANDY GORTON
Product Manager, Objectway
International clearing and settlement platform
ED O’LEARY
Senior Product Manager, Objectway