CRUX WealthTech Digital Day – 4 August 2020
Introducing CRUX – a series of digital days to help you get to the crux of the tech matter – each focused on a key industry our publication covers, reports on and analyses.
Be in the know of the latest developments, expertise and thought leadership on what’s shaping the wealth management technology industry of today and what awaits it tomorrow with the CRUX WealthTech Digital Day.
CRUX WealthTech Digital Day takes place on Tuesday, 4 August 2020.
Our digital days are open and free for everyone. Listen to the expert commentary and pose questions to the wealthtech experts, watch the videos, attend the webinars, read the news, special reports and white papers – all at your own convenience and from any location.
Agenda & topics
CRUX WealthTech Digital Day
The journey to the future of wealth management – trends, innovations and challenges
- Software and solutions for the wealth manager of today and tomorrow, front to back office
- Digital transformation pain-points and how to resolve them
- Creating partnership models with innovative start-ups/wealthtechs that really work
- Making hyper-personalisation work
- What’s next in the light of the COVID-19 developments and market impact
More resources on all things wealthtech as part of the CRUX WealthTech Digital Day:
Report: The future of digital wealth management
A new FinTech Futures report examines the future of wealth management in a digital era.
Looking beyond the coronavirus trading boom
Some trading apps see their future in the saving market.
What the Fintech? Episode 5 | Digital disruption: innovation in investments
CEO of the investment trading app, Evarvest, reveals the timeline of its launch in the UK.
How Canada’s Wealthsimple is building a whole financial suite
"We're building a lifestyle brand," says the fintech's Europe CEO.
Only the best wealth management CRM can meet today’s regulatory challenges
It is not possible to overplay the economic and reputational importance of compliance.
Data affinity and customer centricity: what luxury retailers can teach wealth managers
Useful learnings from the success of luxury retail.
White paper: Analysis of impact and application of advanced analytics in asset management
Unleashing advanced analytics – how asset management firms can take advantage.
Banking Tech Awards 2020 hosted online by Tom Ward
Join comedian Tom Ward for the 2020 Banking Tech Awards. Broadcast online on 10 Sept, 3:30pm GMT and is free to attend.
Investing as magic discovered
A new investment app that aims to truly change the way you are used to thinking of things.
FNZ acquires investment solution vendor Silica from Ninety One
Silica claims to service more than 1.3 million investor accounts.
Banking Technology November issue out now
Without limits: The Barclays accelerator races ahead
Fintech execs race towards workplace diversity
Divido’s Christer Holloman launches Fintech Finishers to raise D&I awareness.
New wealth managment app Fortu plans crowdfunding campaign
The wealthtech says it provides “secure, reliable and international financial reach”.
Boutique wealth manager CWPW launches in UK
CMPW is taking a “hybrid” approach, of both AI and human interaction.
Owner of Hong Kong robo-advisor Aqumon lands Alibaba-backed $30m
Aqumon offers B2C and B2B solutions.
Chinese lender Lufax set for US IPO despite Trump’s delisting plans
The IPO could raise between $2 billion and $3 billion.