As younger, digitally native clients begin moving into the market for financial services at both a consumer level and professional level, becoming ‘digital first’ is now imperative for the financial services industry.
The FCA also launched the Financial Advice Market Review in late 2015 which aimed to review and explore ways in which financial institutions can take actions to:
· Provide affordable advice to consumers
· Improve and increase access to advice
· Address industry concerns relating to future liabilities and redress without watering down levels of consumer protection
With these goals in mind, AI, Chatbots and Digital tick a range of boxes, particularly under the “affordability” and “accessibility” criteria. We look forward to a lively discussion of the role of AI in Money Management. Our distinguished panel from Wealth/Asset Management, Cloud and AI, will kick off the proceedings and will share current and future trends in their firms.
- Date: 11th of May
- Time: 6:00pm for 6:30pm panel discussion; 8 - 9pm networking & drinks
- Venue: DAC beachcroft, 100 Fetter Lane, London EC4A 1BN (Kind sponsor of the venue, food and beverages)
- Tickets: Wharton Alumni £20, Non-Wharton Alumni £35
Sachin Dev Duggal
Sachin Dev Duggal, or Sach as he is fondly called, is the co-founder of SD Squared - a business spanning Cloud Consultancy, Engineering-as-Service, with an interesting portfolio of investments that touch social, content, wearable as well as augmented reality. He is also the CEO of a portfolio company, Shoto - a photo & video service that aims to be the the perfect gallery, by bringing together all your digital memories under one roof, including the ones you might've missed out. The man who took Nivio (his last venture) to $100m before exiting it, and has been a 2009 World economic forum technology pioneer, recognized as Ernst and Young Entrepreneur of the year, and PWC Leader of tomorrow, and the story has only begun….
Mark Vasey is Consulting Partner, Head of Wealth and Asset Management EMEA, Cognizant. With over 20 years in the financial services industry Mark has become a recognised industry leader and contributor in the Wealth Management sector. His Wealth and Asset Management practice work closely with some of the largest firms in Europe enabling them to develop new operating models, meeting regulatory challenges and initiate new strategies. A firm believer the need to push forward with the digital agenda, Mark is a keen support of wealth and asset management businesses who wish to lead in the development of the next generation of digital investment solutions. Mark joined Cognizant from Bank of New York Mellon where he led their strategy and product development for private client businesses in EMEA. Prior to working for BNY Mellon, Mark had a successful career in management consulting with both Deloitte and PA Consulting.
Anil is the Global Chief Operating Officer, Deutsche Bank Private Wealth Management. He has been with Deutsche Bank in wealth management area for over 11 years and has served in Europe, Asia and the US. Previously he worked for the consulting company BearingPoint and software developer Mantas. Anil holds a Bachelors degree from Indian Institute of Management and Commerce as well as an MBA from The George Washington University.
Eva-Maria Olbers has experience in the startup, technology and accelerator space in over 15 countries across Europe, the Middle East and Africa. She currently works at Microsoft, where she advises high-potential Microsoft accelerator startups on their growth strategy, in areas including FinTech, EdTech and Artificial Intelligence. She previously worked as a management consultant at the Boston Consulting Group (BCG) and lead EMEA strategy for the machine learning company Knewton. Eva has been recognised as a “Global Shaper” by the World Economic Forum and was invited to the Annual Meeting in Davos (2017), where she was involved in discussions around the future of AI and the Fourth Industrial Revolution. Eva holds a masters degree from the London Business School and is conversational in 7 languages.
Moderator: Bikash Mathur (WG93), Senior Director, Cognizant Technology Solutions
Tickets are non-refundable but are transferable to a nominated Wharton Club Member of your choice, so long as your nomination reaches [email protected] by 5pm two days before the event.
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