Navigating New Horizons: Reimagining Wealth Management For The Digital Frontier

February 20, 2024

Reimagining Wealth Management: Unlocking The Power Of Emerging Technologies

Voco Riyadh, An IHG Hotel, Jeddah AB Meeting Room


Welcome to our boardroom discussion on “Reimagining Wealth Management: Unlocking The Power Of Emerging Technologies” The wealth management landscape is rapidly evolving, driven by advancements in technology and changing customer preferences. To remain competitive and provide exceptional service, we must embrace these changes. Our aim is to revolutionize wealth management, ensuring a superior and personalized customer experience that meets the evolving expectations of today’s investors.

In this session, we will explore the following key points:

Driving RM Excellence: One critical aspect we will delve into is how technology can empower our RMs. Advanced analytics and AI-driven insights can equip them with a deeper understanding of customers’ needs, enabling tailored advice and investment strategies. Automated workflows and digital collaboration tools streamline administrative tasks, allowing RMs to dedicate more time to building stronger customer relationships. The use of digital platforms enhances real-time communication and decision-making among RMs, ultimately improving the overall customer experience.

Customer-Centric DIY Empowerment: We’ll emphasize the importance of customer-centric DIY capabilities. Our digital tools provide customers with user-friendly interfaces, educational resources, and personalized dashboards. These tools empower customers to monitor their portfolios, access financial information, and make informed decisions independently.

Staying Ahead in Wealth Management: Join us to stay at the forefront of the evolving wealth management landscape. Gain insights from industry leaders, explore regulatory perspectives, and discover cutting-edge technology tools that will cement your firm’s leading position in the financial landscape.

At the heart of our discussion lies the concept of elevating the customer experience. By redefining wealth management through technology, we aim to offer customers a seamless, informative, and personalized journey that aligns with their expectations in the digital era. Our commitment to future-proofing wealth management means staying ahead of industry trends and adapting to changing customer needs. Embracing technology and innovation ensures that we remain at the forefront of the financial landscape.


Industry-Specific Insights

Delve deep into cutting-edge wealth management strategies and AI’s role in sculpting its future.

Interactive Session

Engage with experts, pose questions, and share your viewpoints in a collaborative setting.

Strategic Foresight

Understand how digital advancements can help your organization position itself as a market leader.

Practical Use Cases

Discover practical, real-world examples of cutting edge technology-driven solutions redefining wealth management.

Regulatory Perspectives

Acquire valuable insights into regulatory changes shaping the evolving wealth landscape


10:00-10:30 Registration
10:30-11:00 Introduction by IntellectAI
11:00-12:00 Empowering RMs with next gen tools
12:00-12:30 Prayer Break
12:30-13:15 Enhancing Client-Centricity and Effectiveness in the DIY Journey
13:15 Onwards Networking Lunch

Meet Our Team

Banesh Prabhu
Banesh Prabhu

CEO, IntellectAI

Sudhir Marwa
Sudhir Marwa

Business Head Wealth and Capital Markets, IntellectAI

Osama Ben Saleh
Osama Ben Saleh

CEO, Head of Banking Committee, Alfaris International Group, ICC Saudi Arabia

Related Events

Target Markets Program Administrators Mid-Year Meeting

Events | May 13-15, 2024

Future of Insurance

Events | May 15-16, 2024

Datos Insurance CIO Council Conference

Events | April 9-11, 2024
  • Prev
  • Next

Want to see our products in action? Let our experts help you get started