For the third year, Asian Private Banker will host Chief Operating Officers from the region’s premier private banks, for a morning of informal peer sharing and networking around the most dynamic and challenging area of responsibility for modern day COO: technology and digital strategy.

Leaders Conversation Panel Discussion 1 | Compliant yet Nimble

How are banks using digital solutions to streamline client onboarding and suitability processes? This refers to both external client-facing tools and laborious yet crucial internal approvals and compliance checks. What new technologies and vendors are helping to speed up these processes? Where is automation appropriate, and where do humans still need to be involved? How are private banks balancing the need to quicken innovation timelines and simultaneously maintaining the highest compliance standards?

Moderator:
Priyanka Boghani, Head of Private Banking Coverage, Asian Private Banker

Conversation Catalysts:
Florence Kui, Chief Operating Officer APAC, Goldman Sachs PWM
Ketan Samani, Chief Digital Officer APAC, UBS Wealth Management
Patrick Dreyfuss, Chief Operating Officer, DBS Wealth Management
Yvonne Mok, Director of Sales, APAC, Appway

Leaders Conversation Panel Discussion 2 | Data management and AI capabilities

The growing importance of clean “golden” data, as well as sound data piping mechanisms to enable digital capabilities. How are COOs in Asia bringing together different internal stakeholders and external vendors to identify, correct and maintain data within their banks? How are banks coping with unstructured data using application programming interfaces (APIs), and how are they using data to develop meaningful AI capabilities?

Moderator:
Priyanka Boghani, Head of Private Banking Coverage, Asian Private Banker

Conversation Catalysts:
Sudhir Nemali, Managing Director, Chief Operating Officer, Asia Pacific, Deutsche Bank Wealth Management

Leaders Conversation Panel Discussion 3 | Striking a Balance: Building an Integrated and Flexible Digital Ecosystem

How do COOs balance the competing demands of system flexibility and system integration? Legacy systems are being re-engineered to streamline workflows (with CS Invest and UBS Advice being two clear examples) yet private banks are also being asked to safely and securely incorporate more third-party vendors into their digital ecosystems.

Moderator:
Paris Shepherd, Managing Director, Asian Private Banker

Conversation Catalysts:
Alex Sim, COO & Head of Risk Management, UOB Private Bank
Greg King, CFA, Director of Wealth Management Strategy, FactSet
Manoj Bhojwani, Head of IT, Asia Pacific Credit Suisse Private Banking
Nayeem Khan, Managing Director and Global Head of Operations, Bank of Singapore

Fintech focus open conversation

Where are the main areas of fintech interest in 2017? Automated bond processing, secure messaging services and consolidated portfolios are among the hottest topics this year. This will be an open and free-flowing conversation about the most highly sought-after capabilities in the industry as we move into 2018.

Moderator:
Sebastian Enberg, Editor, Asian Private Banker