Recorded during the OWIN26 Customer Conference, this interview brings together Laura Faverzani, CEO Canada and Managing Director – Digital Client Management at Objectway, and Simonetta Rigo, Chief Client Officer at Rathbones. Their conversation offers a strategic perspective on the evolution of wealth management, where digital transformation, client-centricity, and AI-enabled innovation are becoming essential drivers of scalable, high-quality client engagement.

Laura highlights the importance of the long-standing strategic partnership between Objectway and Rathbones, emphasizing that scalability must be designed from day one. From Objectway’s perspective, successful transformation requires more than the introduction of digital tools: it depends on the ability to orchestrate a fully integrated front-to-back-to-front operating model, connecting digital capabilities, core systems, and advisory processes in real time. This approach enables financial institutions to move beyond separate digital and operational layers, creating a unified ecosystem that can support growth, complexity, and evolving client expectations.

Simonetta Rigo presents Rathbones’ ambition to deliver a proactive, personalized, and effortless client experience. She underlines that true client centricity starts with a disciplined understanding of client needs, supported by client insights, data analytics, and continuous feedback. In her view, digital innovation must always be measured against its ability to improve the client journey, ensuring that every initiative creates meaningful value and strengthens the relationship between clients, advisors, and the firm.

Both speakers identify several priorities shaping the future of digital wealth management:

• accessibility for all users
• a next-generation brand experience, and
• consistent omnichannel engagement across digital and human touchpoints.

The interview also highlights the role of AI as an enabler of more scalable and client-centric wealth management models. Laura Faverzani emphasizes that AI should enhance, not replace, the advisor’s role, supporting timely insights and greater personalization while remaining grounded in trust, transparency and compliance. Simonetta Rigo adds that effective digital personalization can also be delivered by segment, when based on robust client insight, enabling experiences that reflect real client behaviours and expectations.

The conversation ultimately confirms a shared vision for the future of FinTech and wealth management: technology, data, and AI can accelerate innovation and operational efficiency, but sustainable differentiation depends on combining digital scale, human expertise, and a relentless focus on client outcomes.