Webinar: How To Launch Digital Wealth Management As-a-Service

Sponsored by: Additiv

Focused on:

  • Wealth Management
  • Digital Wealth
  • Wealth Advisory
  • Robo Advisory
  • Digital Investment

Date: 29 August

86

Time: 9AM CET / 3PM SGT

Break the compromise between sophisticated digital wealth solutions and cost pressure. Subscribe to a secure, compliant, scalable, hassle-free solution

Demanding investors versus limited Resources in wealth management providers is the pre-eminent dilemma in financial services. Anytime, anywhere self-service with the best advice is the key challenge. Internal IT departments have their hands full with keeping up with regulation, compliance and run cost reduction. We have listened to both wealth managers and retail investors and understood the need for compliant, easy to launch and cost efficient solutions.

Additiv has delivered over 20 leading edge digital wealth projects from Robo advisors to tablet solutions for relationship managers to full-blown digital private banking. Additiv’s new line of configurable, modular digital wealth products delivers your products, your investment expertise and your user experience without the hassles of inhouse software. No setup fee, just monthly subscriptions help keep costs under control and transparent.

Our aim is to help you get to market in less than 3 months with a “state of the art” digital wealth offering. Join this journey and attend this Webinar to get deeper insights.

Company overview:

Additiv is a provider of hybrid and fully-digital investment solutions for the Wealth Management industry and is a strategic innovation partner for leading financial institutions. With a strong presence in Europe and Asia, additiv is a market leader in Robo Advisory technology across retail, affluent and HNWI segments with many levels of sophistication and automation. Our design-driven approach and and customer-facing staff of financial institutions".

Presented by

Thomas Achhorner,

Global Head of Solutions

Thomas Achhorner is a passionate business leader with a vision and the ability to execute it. By connecting the dots between digital transformation, technology opportunities and financial services disruption he has been able to chart a new course for many industry players, be they incumbents or challengers.

Initially trained as an enterprise architect and IT project manager, he became a strategic advisor to major companies around the world, helping them leverage technology for competitive advantage.

His 30 years of executive and boardroom-level experience span Europe, Australia, Asia and the Americas.

During this time, he set up several strategic IT consulting practices and also drove the world's largest core banking replacement program at a leading Chinese bank.

More recently, Thomas focused on digital financial services and he also became an entrepreneur and angel investor.

He has published on digital ecosystems, big data and large-scale IT transformation.
He is a regular speaker at conferences and has lectured at a leading business school.

Thomas holds an MSc in Computer Science, Summa cum Laude, from the Federal Institute of Technology in Zurich, Switzerland.

Loïc Pitrou,

Head of Asia

More than 10 years experience in consulting, marketing and sales of financial software. Experience with highly promising start-ups and the international expansion of leading banks in EMEA / APAC.

Key Learning Objectives

  • Learn what kind of customer needs are emerging in wealth management
  • Get to know the needs of wealth managers in the age of digital financial services
  • Get an overview of different types of digital wealth platforms incl. Robo Advisors
  • Understand how an ‘as-a-service’ solution works and its benefits

Audience

  • Head of Wealth Management
  • Head of (Investment) Advisory
  • Head of Affluent/Premier Banking
  • Head of Consumer (Banking) and Wealth segment
  • COO Retail Banking / COO Life Insurance / Chief of Staff
  • Head of Digital / Chief Digital Officer
  • Head of Distribution
  • Head of New & Alternative Channels