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Wealth and Asset Management Converges on Celent’s Annual Innovation and Insight Day

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2017/03/11
Kelley Byrnes

This will be the first year that Wealth and Asset Management (WAM) will have its own stream at Celent’s annual Innovation and Insight (I&I) Day. Traditionally, I&I Day has been focused on insurance and banking, and is an opportunity for insurers and banks to demonstrate innovative projects with the chance to be recognized for outstanding capabilities. Typically, each insurer or bank begins preparing months in advance by submitting their case for how they have exceled in a particular sector. For example, in banking, awards are given for innovation in payments, lending, open banking, and product innovation.

As this is the Wealth and Asset Management debut, the organization of the day will be slightly different but no less exciting. WAM attendees will have the chance to hear topical discussions and engage in healthy debate around ideas that are driving innovation in the wealth and asset management sectors. Attendees of the WAM stream will also be able to interact with insurers and banking at designated times throughout the day, creating a truly collaborative and dynamic environment.

A preview of the WAM day:

Senior Vice President David Easthope will discuss Top Wealth and Asset Management IT and Business Trends. Ashley Globerman will share how wealth management firms have modernized legacy platforms to keep up with robo advisors and to serve the millennial generation. Will Trout will explore the degree to which artificial intelligence (AI) represents a logical next step in the development of automated advice, helping to scale asset management functions and the thinking and reach of the human advisor. I will be joined by Arin Ray to discuss how wealth managers are using natural language processing and natural language generation technology to enhance their value and improve customer satisfaction. Arin will also share how AI tools are improving efficiencies in operational risk and compliance functions, such as KYC and AML.

Jay Wolstenholme and Will Trout will explore the intersection of Wealth Management and Asset Management. They will cover a lot of ground, sharing anecdotes of how wealth managers are adopting trading platforms and advanced technology once common to only asset managers. Later, Jay will explore the opportunities of $100 trillion in global assets. How can asset managers and asset owners prosper in this environment using automation and analytics? Brad Bailey will follow Jay’s discussion with an equally compelling conversation on how asset management trading desks are loading up with analytics and technology to execute across an increasingly complex cross-asset market structure. The WAM Stream will end with a lively interactive panel discussion of the edge disruptors in WAM(AI, robotics, big data, analytics … you name it!).

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