The digital transformation of the financial services industry is continuing apace, and robo-advice and digital wealth management are a fast-growing part of this digital transformation. Originally conceived as a means of extending financial advice to the mass market, the technology’s real potential lies in its use being extended to insurance, pensions and other sectors. As robo-advice matures and expands from innovative start-ups to incumbents who are increasingly adopting or integrating the technology into their business models, having a clear perspective, not only of how the market is developing and where the opportunities will lie in the future, but also of regulatory expectations, will become increasingly critical. The latter point is particularly relevant given the FCA’s recent, multi-firm review of automated investment services.

Attendance at the second edition of The UK Robo Advice and Digital Wealth Summit will therefore be invaluable for both incumbents and start-ups that want to know how to adjust their business models to take full advantage of the significant opportunities presented by robo-advice and digital wealth management.

Key discussion areas include:

• Robo-advice: progress so far and opportunities ahead
• Meeting the developing expectations of regulators
• Robo-advice in the UK: a country specific perspective
• Customer acquisition and engagement
• Increasing the granularity and quality of advice 
• Outlook for robo-advice in the pension and insurance sectors
• Robo-advice from two different angles: established financial institutions and fintech start-ups