This webinar covers:
- how the “tech shift” has changed customer expectations in the wealth industry.
- how customer acquisition strategies are evolving and what kinds of products are driving this.
- which customer segments remain underserved and how companies can serve these segments.
- how unregulated companies can offer wealth products.
- what partnership models in the wealth industry are proving to be the most successful.
- what regulatory challenges “wealthtech” companies face that traditional wealth managers don't.
- what innovations will reshape the wealth industry.
- how the FCA's Consumer Duty is affecting wealthtech business models and product design.
- where the greatest opportunity is for growth in wealthtech over the next 2 years.
- how AI and machine learning are changing investment strategy development and portfolio management.
Speakers
Matt Collis—Executive Director and Head of Wealth, WealthKernel
Matt has over two decades of experience in the financial services sector. His career includes C-level executive roles at the Brewin Dolphin Group and Stocktrade. Matt has been a strategic advisor to several large UK wealth and investment banking firms.
Phoebe Wallis—Chief Revenue Officer, Griffin
Phoebe works with Griffin's customers, and its product and treasury teams to design high impact solutions for NBFIs that will supercharge their growth and market propositions. Phoebe has worked in strategic and financial product focused roles, including holding the Chief of Staff role at embedded lender Liberis, working on the capital market development team at the European Bank for Reconstruction and Development and in the legal teams at Nomura and Credit Suisse.
