Marina Baillon, Smartside

Marina Baillon Former auditor at PriceWaterhouseCoopers, headhunter specialized in Finance and IT, trained in non-verbal communication and coach since 2015. She is responsible for the international developpment of Smartside. Smartside is a consultancy and training company specialized in leadership. We help  people to better communicate, better sell and better manage thanks to Storytelling, narrative and entertainment methods.
09.35 - 10.15

Fintech solutions for AML

AML is a challenge for distributors of investment funds and fintech offers solutions to ensure compliance with applicable regulation, in particular client identification requirements.

  • What are the technologies that offer the most potential in this regard and how will they change the industry?
  • What are the existing obstacles to their implementation?

10.45 - 11.25

Distribution support: the plan and the reality

What improvements to the distribution processes are expected from recent regulatory and technological changes? How do they compare to the realities on the ground and how is the role of the asset manager evolving in this context?

  • MiFID II and PRIIPS: first stock-taking
  • Advice and/or robo-advice: is technology changing business models?
  • The digital evolution of fund distribution business

 


11.25 - 12.15

Does sustainability help you sell?

According to the EU Commission’s recent proposals, client’s sustainability preferences need to be taken into account when offering a product. Consequently, the matching product needs to be identified and available. How to go about this? Is a “green” or “social” product making things easier?

Panellists debate these (provocative) questions


14.30 - 15.30

Future products and the future of products

Technology, energy, bitcoins… the target investments of funds are more and more diversified. Asset managers are led towards funding not only the real economy, but also the needs of society as a whole. New generations of investors have new expectations.
But looking beyond asset classes, asset managers are reviewing other features of the products: the risk/reward balance, the active/passive management style, the pricing and fees, etc…
Altogether, how much innovation is going on … and required?


16.00 - 16.20

Out of the box: how to sell your story

A tutorial to improve skills and competences of sales professionals or of anyone who wants to acquire a modern commercial technique combining narration and improvisation.