セミナー情報

The role of digital transformation in improving the value proposition to financial services clients in a post-COVID-19 world

Japan is at an inflection point in its adoption of innovative digital financial services solutions, and at the same time we are seeing significant changes in how clients want to receive information, be advised, and invest. The ongoing COVID-19 crisis is accelerating many of these trends.

How should your firm approach this time of unprecedented change and opportunity? What tools and solutions are available to help you navigate the challenges and provide the services your clients are looking for, before your competitors can react?

We invite you to join us in a free webinar where EY Japan, together with innovative digital platform providers Finantix and Visual Alpha, will discuss the following topics:

  • Recent trends in wealth and asset management and demand for digital advice & transactions
  • The importance of client-centricity and digital platforms to deliver more meaningful, more personalized, and more efficient services to your clients
  • Using artificial intelligence and machine learning to increase the personalization and the relevance of investment advice and client recommendations
  • Digital transformation one step at the time: integrating across systems a modular, scalable and future proof platform
  • The advent of cloud-based services for superior and cost-effective client reporting solutions:

    - Providing asset owners with simplified reporting tools to automate performance and risk monitoring
    -Providing asset managers with a platform to help reduce the cost of producing customized Excel client reports

【 Time schedule 】

16:00 - 16:15

Opening & EY Presentation

Recent market trends and why client-centricity and digital platforms are needed today
by Bruce Deaner

16:15 - 16:30

Finantix Presentation

Digital solutions to increase the effectiveness of financial advice and the personalisation of client engagement
by Julien Le Noble

16:30 - 16:45

Visual Alpha Presentation

Superior and cost-effective cloud-based digital client reporting
by Chris Harris

16:45 - 17:00

Q&A and Closing

*Agenda is subject to change.

【 Speakers 】

  • Bruce Deaner
    EY Japan Wealth and Asset Management Consulting Leader

    Bruce has more than 25 years of experience in management consulting and financial industry experience in Asia, Europe and the United States. He currently works with leading organizations in the wealth and asset management industry, helping them effectively leverage their people, process, technology and data assets to achieve strategic goals, transform their businesses, and gain competitive advantage.

  • Julien Le Noble
    Senior Director, Finantix Asia Pacific

    With over 20 years' experience in financial services across the US, Europe and Asia, Julien has a track record in successfully leading businesses and delivering on growth strategies globally. Julien is now Senior Director for Finantix Asia Pacific, a leading FinTech provider digitalising sales, advice and client management for its banking, wealth and asset management global client base. With a focus on state-of-the-art technology and artificial intelligence, it delivers innovative solutions to its clients worldwide.

  • Chris Harris
    Chief Data Officer,Visual Alpha

    Chris has 15 years of experience in institutional asset management, in both Tokyo and London, working as both a portfolio manager and an asset allocator and publishing research on topics as varied as asset allocation, macro-economics and liability-driven investment. He is a keen coder and enthusiastic about the possibilities for technology to drive change in the industry.

【 Seminar details 】

Date & Time Thursday, 29 October 2020,16:00~17:00
Place Online
Targeting Audience Financial Firm Members
Participation Fee Free
Registration


*we politely ask our competing business members to refrain from registering to the seminar

【 Contact 】

EY Japan
Brand, Marketing and Communications
email E-mail