12:45 – 13:25

Private Banking in a New Era of Digital Transformation

Jonathan Hartley, Objectway Client Success Director

The 2023 Edition of Wealth Transformation Summit explores the impact of digital transformation across the sector, providing the tools to optimise performance, drive efficiency and rethink business models through the adoption of new emerging technologies.

Where will digital transformation go next? In an era of increasing competition, outdated legacy systems and heightened customer expectations, digital transformation is vital.

Jonathan Hartley, Objectway Client Success Director, will take part to a discussion panel focused on the digital transformation journey that private banks are undertaking. Every transformational roadmap is composed of three main phases: a starting point with the definition of a current state, a destination, which depends on business maturity and ambition levels, and milestones. All these are complex decisions, and they need to be made in a collaborative environment, where Bank and Vendor are partners in transformation.

The panel will be hosted by eminent business professionals and among the main discussions topics there will be:

• How can private banks meet the needs of a changing and increasingly digital-focused customer base?
• What does a digital transformation roadmap look like for today’s private banks?
• How will the emergence of wealth-as-a-service and digital challengers impact the sector?
• What trends and disruptions do private bank leaders predict for the coming years?

Hear from the speakers and engage with them thanks to a rich programme of panels and roundtables to discover more about wealth management firms’ next generation digital journey!