Digital Investor is a networking, learning and knowledge-sharing event for anyone involved in delivering digital savings, investments solutions and platforms to customers, both direct and advised. Find out more
What does this event offer you?
Thought-leadership content in the form of panel discussions, demonstrations, practical tips and idea-sharing.
Headline external speakers and case studies of businesses that have successfully embraced digital.
Extensive networking opportunities with peers and digital experts from a variety of disciplines.
Awards ceremony for those achieving excellence in the digital space.
A look at what works today as well as a look to the future with start-ups and global financial innovators.
This conference day takes a look at digital in the financial services sector from three perspectives:
- How to use digital tools to get ahead today – what is working, how are investors using digital technologies to select savings and investment products, what methods are becoming best practice, how should asset managers use new tools and technology to engage and nurture clients and prospects?
- New digital businesses and technologies in our industry – how is the industry changing, which new players are emerging?
- A look further into the future – what can we learn from other industries, what is the ultimate future of digital, what could the implications be for financial services?
Throughout the day, we will also share proprietary research from the consumer channel detailing how buying patterns are changing, how consumers are embracing digital, what do they want from ‘robo-advisers’ and fund managers?
Brought to you by:
If you have any queries, please get in touch with Helen Wagstaff at firstname.lastname@example.org
We will be joined by some of the brightest and engaging minds in the digital / technology space including:
- Holly Mackay – founder of Platforum and BoringMoney
- Jamie Anderson – affiliate professor of strategy at Antwerp Business School
- Philip Calvert – Social Network Founder
- Nic Gorey – CEO and Founder of Rocketer
- Miles Eames – Head of Social Media at OM Wealth
- Romi Savova – CEO of Pensionbee
- Nick Eatock – MD, Intelliflo
- Andrew Firth – MD, Wealth Wizards
- Georgia Hanias – Head of Global Comms, Innovate Finance
- Alick Varma – CEO, Osper (under invite)
- Bharat Bushan – Wealth and Asset Management Innovation, IBM
- Baldwin Berges – Founder of BD Insider
- Ian McKenna – MD, FTRC
- Tim Llewellynn – MD, nViso
- John Levin – Founder of Utility Warehouse; Chairman, Rocketer;
Founder and Chairman, Integrated Protection Solutions and Surely Group
- Greg Smith – President of Blooom
- Greg Dorban – Head of Inbound Marketing, LBDGA Demand Generation Agency
|Start of the Day
||Setting the scene – what does digital look like in financial services today Holly Mackay – founder of Platforum and BoringMoney
|Session 1 - Practical Digital Tips
||Creative Thinking in a Transforming Digital World Jamie Anderson – affiliate professor of strategy at Antwerp Business School
||How To Use Digital More Smartly In Your Business Today LinkedIn – Philip Calvert, Social Network Founder
Facebook – Nic Gorey, CEO and Founder of Rocketer
Maximising the impact of social media for financial brands – Miles Eames, Head of Social Media at OM Wealth
||‘Always on’ – Marketing technology and digital strategies for the 24/7 world LBDGA – Demand Generation Agency
|Session 2 - New Ideas and Demos
||Digital Pension and Investment Solutions – (this is the Robo session, folks)
Andrew Firth – MD, Wealth Wizards
Nick Eatock – MD, Intelliflo
Romi Savova – CEO of PensionBee
Mystery guest – launch dependent!
Each panelist gets 10 minutes to demo their service and explain where they see the next three years taking pensions and investments.
They then join a panel with 3 minutes on a specific question before opening up to questions from the floor.
||Peter’s Top Tips for this year’s Budget – what can we expect to see based on early noises and feedback from the industry submissions
Peter Smith, Tisa
||Q&A from the floor/discussion
||Lunch and networking
|Session 3 - What Does the Future Hold?
||Robo advice – The future or a silly over-hyped misnomer? Holly Mackay, founder of The Platforum and Boring Money, will look at the landscape for Robo Advice today – who's who and what developments and new entrants have we seen?
Holly will be joined by Greg Smith (video con from New York), President of US business Blooom, who will talk through his experiences and learnings and how he expects the space to develop.
To conclude the session, Bharat Bhushan, Wealth and Asset Management Innovation at IBM, will then think about how he anticipates the future development of Robo – and what this means for the investment industry and our customers.
||Bharat Bhushan, Wealth and Asset Management Innovation at IBM
Will talk about how he anticipates the future development of Robo – and what this means for the investment industry and our customers.
||A look to the future
Holly will introduce panellists Alick Varma, CEO, Osper and Crowdcube (under invite) to discuss how investments might interact with other areas of finance. Georgia will update us on general fintech trends, Alick will discuss savings for children and John Levin will talk about the opportunities for insurance.
|| B2H – The golden age for business to humans Baldwin Berges, Founder of BD Insider, assesses the B2H (Business To Human) opportunity and how today is the golden age for business to human relationships BECAUSE of technology. The key use of technology is to support humans to talk to other humans. So what does this mean for the evolution of digital advice and investment management?
||Think the unthinkable
Ian McKenna – MD, FTRC
Tim Llewellynn – MD, nViso
Ian McKenna will share his thoughts on how technology will change the advice and investment space, looking at the ‘art of the possible.' After a broad tour of global change and innovation, Ian will introduce Tim Llewelyn, Founder of nViso to talk about facial and emotional recognition, showcasing EmotionAdvisor which goes into beta with US advisers in January.
||Wrap-up, conclusions and awards
When & Where
9am – 5pm
from 5pm – 7pm
The May Fair Hotel,
London, W1J 8LT
Terms and Conditions
In these conditions, the ‘Event’ means the Digital Investor Event taking place on 28 January 2016 at The May Fair Hotel London, the term ‘Company' means Marketing in Partnership Ltd and/or BoringMoney and the term ‘Delegate' means the party who places an order for a space(s) at the Event.
- By registering for and/or attending the Event, the Delegate or representative(s) of the Delegate are bound by, and comply with these Terms and Conditions. It is the individual’s responsibility to read and understand these Terms and Conditions.
- On completion of the booking form, the the Delegate or representative(s) of the Delegate will receive automatic confirmation from the Company.
- In order to attend the Event, participants must pay in full or have paid in full on their behalf the relevant fee before the date of the Event. If payment is not received within this required time limits, the Company reserves the right to cancel the booking without notice.
- The fee does not include any travel costs, or any costs of accommodation. The fee relates solely to attendance at the Event
- Places at the Event are limited and are subject to availability.
- Substitution/s can be made for the Delegate booking at any time.
- Termination or cancellation of by the Delegate or his/her organisation must be delivered in writing to the Company.
- The following cancellation terms will apply: Up to 12 weeks prior to event: 50% of original fee due, up to 6 weeks prior to event: 75% of original fee due, up to 4 weeks prior to event: 100% of original fee due.
- In the event that the fee has not been paid, the cancellation charge will be invoiced to the Delegate.
- The Delegate's package includes access to the full conference agenda, presentation content and catering including teas and coffees, lunch and networking drinks after the event.
- The Company reserves the right to alter the timings, agenda content or speakers at any time.
- The Company, its employees or agents shall not be responsible for any loss, theft or damage to the property of the Delegate, his/her employees or representatives.
- If it appears to the Company that the Delegate, or representative(s) of the Delegate, may be engaged in any activities which are seen as against the best interests of the Event, or which appear to be unlawful or unethical, the Company reserves the right to exclude the Delegate, or representative(s) of the Delegate from the event. The Delegate will be liable for any costs or liabilities arising thereby, save where the Delegate establishes negligence or bad faith by the Company. The Company will not be liable for any direct, indirect or consequential loss of any kind resulting from an exclusion of this nature.
- The Company, its employees or agents shall not accept liability for any transport or travel disruption or individual transport delays, and in this case, the normal cancellation restrictions apply.
- The Company, its agents and employees will not be liable for any injury to the Delegate, or representative(s) of the Delegate during the term of this Event from any cause whatsoever by reason of the use or occupancy of the venue by the Delegate, his/her employees or representatives.
- The Delegate shall hold the Company harmless and indemnify it in respect of all or any liability, loss, cost or expenses which might ensue from any cause whatsoever relating to the Event and the Delegate's participation in it except where incurred or sustained by the Company as a result of any damage or injury caused by the negligence of the Company or by the official contractors appointed by the Company.
- In the event of fire, flood or without limit other causes that the Company reasonably believes to be substantial or that are beyond the Company's control, the Company reserves the right to change the times, dates and the venues of the Event, without incurring any liability to the participant.
- In the event that the Company decides to re-site the Event to another venue and/or change the Event date for reasons other than already stated herein before, this agreement will still apply. The Company shall not be liable for any direct or indirect or consequential loss of any sort however so arising by reason of such change or changes.
- Nothing in these Terms and Conditions excludes the Company's liability for death, personal injury or fraudulent misrepresentation.
- Failure by the Company to insist upon strict performance by the Delegate of any of these Terms and Conditions shall not operate as a waiver or otherwise release or in any way affect the liability of the Delegate under these Terms and Conditions.
- The views expressed by any speaker at the Event are representative of the speaker’s own opinions and cannot in any way be attributed to the Company. The Company disclaims any liability for views expressed by any speaker at the Event.
- Where tickets/admission documents for the Event are posted to the Delegate, the risk in the goods shall pass to the Delegate upon the items being posted to the address given by the Delegate.
- These Terms and Conditions shall be governed and construed in accordance with the laws of England and the Company and Delegate hereby agree to submit to the exclusive jurisdiction of the English Courts regarding matters in relation to these Terms and Conditions.
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