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Hubbis Philippines Wealth Roundtable 2024

Date: Aug 22, 2024
Time: 12:30 - 14:00 AEST 
LOCATION: Manila, Philippines
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Hubbis Philippines Wealth Roundtable 2024

Date: 22 August, 2024
Time: 12:30 – 14:00 AEST
Venue: Raffles Makati, Manila, Philippines
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Infosys Finacle, in partnership with Hubbis will be hosting a closed room roundtable titled – Wealth Redefined: Charting a Course for Unprecedented Growth in the Philippines’. Be a part of the discussion and share your perspectives on how next-gen digital trends are transforming the wealth management space, and how to leverage it to gain an advantage. Gain insights from industry leaders on adopting digitalization and WealthTech, effectively serving all wealth segments, and enhancing client engagement to drive growth and success in a competitive market. The insights from this roundtable, coupled with learnings shared by Finacle from global banks like RCBC, DBS, Emirates NBD, Bank Muscat, and others, can you help accelerate your digital transformation journey for wealth management.

What to Expect:

  • Digitalization and WealthTech: Understand how technology is transforming wealth management by delivering personalized, data-driven advisory services. Discuss advancements in AI and data analytics that enable mass customization, goal-based investing, and hybrid advisory models. Learn how these innovations can help wealth managers provide tailored investment strategies and insights.
  • Catering to the Mass Affluent: Explore the evolving wealth management landscape as it expands from primarily serving high-net-worth individuals to catering to the growing mass affluent segment. Discuss the implications of the expanding middle class and their increasing disposable income, and how wealth management firms can adapt their services to attract and retain this demographic.
  • Enhanced Client Engagement: Delve into strategies for leveraging digital tools and platforms to enhance client engagement. Learn about the latest digital solutions, such as mobile apps, robo-advisors, and online portals, that provide clients with real-time access to their portfolios, personalized advice, and financial planning tools. Discuss how these innovations can improve client satisfaction and loyalty.

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Media Coverage

Executive Roundtable

Agenda

The article recaps the key points from a private roundtable hosted in Philippines discussing transformative strategies for wealth managers to accelerate growth over the coming years. Discussion points cover innovations in digital tools, client engagement, and evolving business models that cater to a new generation of wealth creators.

Read the article

In a video interview Abhra Roy describes how cutting-edge technological advancements are shaping the wealth management sector, and how digital tools, AI, and fintech innovations are transforming client experiences, improving operational efficiency, and driving personalized wealth solutions. Watch the full video for deeper insights.

Watch the video

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Area of interest

Speakers

Abhra Roy

Head of Product - Finacle Wealth Management, Infosys Finacle