NewFinance FinTech Open Mic Night - Wealth Management Technology

Hi Everyone,

Please join us at our FinTech Open Mic Night in Jersey in which we'll be taking a look at Wealth Management Technology. We're now seeing the onset of technologies to both support the wealth management process and provide higher levels of automation and service. The likely result being better service to the customers who themselves are demanding a greater degree of digital integration and improved user experience, as with many other industries disrupted by tech.

This session is also designed to provide an opportunity to catch up with your peers, to see what's going on in the Jersey and International FinTech scenes and to tell us all about yourself and your own work.

We'll be videoing the session as usual for those of you who are unable to attend. You may click here to watch the videos (https://www.youtube.com/user/LondonNewFinance) from our previous seminars and here to see the photos (https://www.meetup.com/NewFinanceJersey/photos/).

Agenda

Please be aware that the agenda is updated on a regular basis

5:30pm - Doors open

Refreshments and Networking Opportunities

6:00pm - Session Starts

-> Welcome address

Eddie George (http://www.london.newfinance.org/members/6626826/), Founder & CEO,NewFinance (http://www.newfinance.org)

-> Presentations

Rafi Ghazi (https://www.linkedin.com/in/rafi-ghazi-b7625070), from Bluepoint (http://bluepointanalytics.com/)leveraging his experience in Investment experience gained over 20 years in Investment Banking, Portfolio Management and Private Equity to help drive the commercialization of this exciting platforml and Vincent Le Gallez (https://www.linkedin.com/in/vincent-le-gallez-56b41387), from Bluepoint utilising his experience of Marketing Strategy and Branding to bring Bluepoint to market

Sam Bryans (https://www.linkedin.com/in/sam-bryans-b45902ab), is the founder and co-developer of PlainSail Technologies (http://plainsailwealth.com/), who have developed PlainSail Wealth, an integrated client, wealth, and document management system designed to disrupt the field of traditional and cumbersome wealth management systems by focusing on efficiency, integration and ease of use. It is modern, user-friendly and performant, introducing competitive advantage by enabling users to work significantly faster

Clara Durodié (https://www.linkedin.com/in/claradurodie), Non-Executive Director of Zenith (http://www.zenith.one/), a Fintech start-up which developed the next generation of A.I. powered solutions for Financial Advisors. Zenith One enables Financial Advisors to increase efficiencies, access new business and provide improved customer experience. And Founding Partner at Cognitive Finance Group (http://www.cognitivefinance.ai/), a British advisory and investment company specialised in artificial intelligence in financial services

-> Panel Session

An open discussion with both speakers and delegates exploring the presentations so far and the future of Wealth Management Technology

7:00pm - Closing

Shout-outs, communications, feedback and thanks

Further Networking Opportunities

7:30pm Session ends

For those of you who would like to continue networking we'll retire to a local bar.

Cheers

Eddie