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Advance Together – Cutter Member Meeting ASIA-PACIFIC

Jun 15, 2021 7:00 PM - Jun 16, 2021 10:00 PM ET    Online (16 Jun 9:00AM AEST - 17 Jun 12:00PM AEST)

This virtual meeting takes place over two days, with multiple sessions, tracks, live experiences, and real-time interactivity, featuring new Asset and Wealth Management research topics.

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SUMMARY

SUMMARY

Join Advance Together where we take you through our latest research that provides you with content that dares to predict and delivers knowledge to help inform your decision making. Sessions include research presentations, panel discussions, and a keynote speaker.

General Sessions

  • Keynote Speaker Maurice Ashley
  • AI Innovation Panel of Experts

 

Asset Management

  • Investment Risk and Other Things That Go Bump in the Night
  • Vendor Management: It’s Exhausting! How to Focus on What Matters
  • Fighting Exhaustion: An Expert Perspective on Trends and Technology in Vendor Management
  • Driving Business Process Automation with RPA
  • RPA Success Stories on the Automation Journey
  • Lakes, Lakehouses, Icebergs, and Snowflakes: Sorting Out Modern Data Storage Options

 

Wealth Management

  • UHNW Benchmarking: Value-Added Services for Ultra-Wealthy Clients
  • Digital Client Onboarding: The Next Frontier in Wealth Mangers’ Digital Transformation?
  • Expert Panel: Digital Client Onboarding in 2021 − A Must-Have or Integration Headache (or Both)?
  • Wealth Advisor Digitalization: Digital Tools to Help Increase Advisor Efficiency
  • Wealth Trends

 

This meeting includes concurrent tracks for asset management and wealth management. Registration for all sessions is open to all attendees.

AGENDA

AGENDA

Day 1 Jun 16, 2021
9:00 AM - 9:30 AM ASSET MANAGEMENT: Rhinos, Swans, and Bears, Oh My! A Look at Investment Risk and Other Things That Go Bump in the Night
WEALTH MANAGEMENT: UHNW Benchmarking: Value-Added Services for Ultra-Wealthy Clients
9:30 AM - 9:45 AM ASSET MANAGEMENT: Ask the Experts - Investment Risk
9:45 AM - 10:00 AM ASSET MANAGEMENT: Navigating Uncertainty: Risk and Opportunity Lie Ahead - Risk Vendor Interviews
WEALTH MANAGEMENT: Vendor Insights
10:00 AM - 10:45 AM AI Innovation Panel
10:45 AM - 11:00 AM WEALTH MANAGEMENT: Vendor Insights
ASSET MANAGEMENT: Vendor Insights
11:00 AM - 11:30 AM ASSET MANAGEMENT: Vendor Management: It's Exhausting! How to Focus on What Matters
WEALTH MANAGEMENT: Digital Client Onboarding: The Next Frontier in Wealth Managers' Digital Transformation?
11:30 AM - 11:45 AM ASSET MANAGEMENT: Fighting Exhaustion: An Expert Perspective on Trends and Technology in Vendor Management
WEALTH MANAGEMENT: Expert Panel: Digital Client Onboarding in 2021 - A Must-Have or Integration Headache (or Both)?
11:45 AM - 12:00 PM ASSET MANAGEMENT: Vendor Insights
WEALTH MANAGEMENT: Vendor Insights
Day 2 Jun 17, 2021
9:00 AM - 9:30 AM ASSET MANAGEMENT: Driving Business Process Automation With RPA
WEALTH MANAGEMENT: Wealth Advisor Digitalization: Digital Tools to Help Increase Advisor Efficiency
9:30 AM - 10:00 AM ASSET MANAGEMENT: RPA Success Stories on the Automation Journey
WEALTH MANAGEMENT: Vendor InsightsThe Bionic Advisor - Vendor Interview
9:45 AM - 10:00 AM WEALTH MANAGEMENT: Vendor Insights
10:00 AM - 11:00 AM Keynote - Maurice Ashley
11:00 AM - 11:30 AM ASSET MANAGEMENT: Lakes, Lakehouses, Icebergs, and Snowflakes: Sorting Out Modern Data Storage Options
WEALTH MANAGEMENT: Wealth Trends
11:30 AM - 11:45 AM ASSET MANAGEMENT: Ask the Experts - Data Storage
11:45 AM - 12:00 PM Wrap-Up and Networking Event
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WHO SHOULD ATTEND

WHO SHOULD ATTEND

Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities. This event is designed specifically for operations, technology, and digital transformation professionals.