aixigo's review of the "Digital Integration in Wealth Management 2021" digital conference

On the 3rd and 4th of March, the "Digital Integration in Wealth Management 2021" took place. The conference focused on customers’ needs within the wealth management industry, in particular with regard to the complexity caused by generational differences. The focus was on digital solutions to meet cross-generational needs.

Overall, the selection of the events' topics turned out to be of great interest and made it a huge success. The high number of participants reflected this. Mario Alves (Head of Sales and Partner Management) engaged in many interesting conversations and his speech on "Cashflow planning as a holistic approach to wealth management – thanks to technology support" was very well received! Another exciting session was the panel discussion on "Teaming robo-advisors with wealth managers – a recipe for success?", in which Mario Alves also participated.

In case you’ve missed the conference, we invite you to watch the recordings of the speech and the panel discussion.

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Mario Alves on "Cashflow planning as a holistic approach to wealth management – thanks to technology support"

Take a look at the video of Mario Alves' speech here. He addressed the following aspects:

• Showcasing innovative technology solutions that can support wealth firms’ brand/ proposition

• How to move away from tax biased optimisation to holistic decision making (including a broad range of asset classes)

• Outlining key tools and processes to streamline business operations including cash flow integration and daily monitoring of likelihood KPI’s and necessary actions

• Presenting a series of ‘what if’ scenarios and how to navigate them

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Panel discussion on "Teaming robo-advisors with wealth managers – a recipe for success?"

In the panel discussion on "Teaming robo-advisors with wealth managers – a recipe for success?" Kalle Anttila (Danske Bank, Head of Private Wealth Management & Head of Investment Advisory), Dean Mullaly (Mark Dean Wealth Management, Managing Director) and Mario Alves shared their experience and knowledge with moderator Sergel Woldemichael (GlobalData, Wealth Management Analyst).

Take a look at the recording of the panel discussion. The following aspects will be covered:

• Where are we now? Looking at the rise and fall of robo-advisry tools and what the future holds for smart advisors

• Debating whether the industry should treat robo-advisory technology as a tool to complement the role of the wealth manager as opposed to an autonomous customer adviser

• A hybrid model: making a case for putting robo-advisers in the hands of wealth managers rather than customers directly

• The ultimate partnership – discussing whether wealth managers can benefit from robo-advice to make key investment decisions

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