Robos and cyborgs are the disruptive application of technologies that will fundamentally change retail financial services. As every financial institution bank, advisory firm and platform is developing its robo and cyborg goals in the next 24 months will this lead to aggressive client acquisition or is it a ‘must have’ in order to enhance customer service and protect existing relationships? Or both? All the research suggests that a hybrid technology/human advice process is what the majority of people want and can afford. Our panel of (human) experts give their expert insight into the rise of the machines.
Dominic Traynor, Head of Digital, M&G (Chair)
Dominic has been working at M&G Investments as Head of Digital since June 2015. Prior to this, he headed up the EMEA Digital and Direct Marketing team at BlackRock from September 2008. Prior to joining BlackRock, Dominic worked outside of the FS industry in a variety of sectors and organisations including: Unilever, Orange and Saatchi & Saatchi. His 19 year career to date has all been spent in the digital and data driven space.
Ryan Barrows, Head of Business Development, Europe, Vanguard
Ryan Barrows is Vanguard’s Head of Business Development, Europe. Previously, he worked as an engagement manager in Vanguard’s Corporate Strategy Group. Before joining Vanguard, Ryan worked at Bain & Company for seven years in San Francisco, Chicago, and Stockholm. He has a BA in Economics from Yale University and an MBA from the Kellogg School of Management at Northwestern University. Ryan lives in North London with his wife and three daughters...and is a committed Arsenal fan.
Jason Chapman, Managing Director, Willis Owen
A Financial Services career spanning 26 years within Traditional Life Office, Corporate Banking, IFA and EO distribution business models at various levels of senior management. Having built and launched various advised to consumer models, including Point of Sales systems the exciting FS industry is yet again on the brink of change driven by cost, regulation and technology.
Now MD for a Direct to Consumer business, Willis Owen, with 40,000 active investors and 800 million in assets the opportunity for digital, with a human touch has never looked so bright, depending on which end of the telescope you choose of course…
Passionate about change for the better, creating and inspiring people to take control of their financial future - giving people choices, simple journeys and simple outcomes.
Sebastian Dovey, Managing Partner & Co-Founder, Scorpio Partnership
As managing partner and co-founder of Scorpio Partnership, a firm that is a pre-eminent strategic R&D business hub of the global wealth industry, Sebastian manages the development and execution of strategic recommendations surrounding marketing, client journey, business development, brand, M&A and business efficiency in wealth companies. Starting the company in his mid-twenties Sebastian and his partners have advised companies on how to (profitably) delight them during the client journey ever since. The firm has studied the financial habits of the rich globally since 1998 and has worked with more than half of the world’s largest financial services brands among its more than 150 institutional clients.