|08.00 - 09.00||
Registration & Breakfast
|09.00 - 09.10||
Opening – Welcome and introduction by ALFI
|09.10 - 09.30||
Is TA Transformation really on its way? That is the question…
|09.30 - 10.30||
Transformation of TA and Distribution Operations – a walk through the myth and the reality
A reality check exercise on all the topics fostering the transformation of Transfer Agents, Distributors and other related players’ operations value chain, walking through the potential impacts, recent progresses and expected time scales and key milestones applicable to the implementation of transformational changes in the TA & Distribution Operations operating model.
Following a reality check to set the scene, a lively debate will be held with a blend of TA and distribution operations players, each discussing their respective points of view around the proposed transformation scenarios and strategies.
|10.30 - 11.00||
|11.00 - 11.25||
Live from Hong Kong – an update on all things TA& Distribution Operations in Asia
|11.25 - 11.55||
TACX: How customer experience design will transform fund servicing
The finance community, like retail brands and services, is adapting to the new ‘omni-channel’ world. It’s predicted that by 2020, customer experience will become the key differentiators for B2C and B2B brands alike, beating product and price as market influencers. And while the finance industry is engaging with blockchain, FinTech innovations and automation, the biggest challenge they face isn’t technological, it’s defining smarter human-centric experiences.
In this talk, technology writer Andrew Keith Walker will unpack the customer experience issues shaping future business operations, and challenge the assumption that new technologies will mostly transform back office processes as opposed to redefine the entire role financial services play in the lives of investors.
Out of the box speaker
|11.55 - 12.00||
Chairman’s wrap up and closing remarks
|12.00 - 14.00||
|14.00 - 14.10||
|14.10 - 15.10||
FinTech – Facts, Fiction and the Future
A walk through of the current state of all things Fintech in Luxembourg’s TA & Distribution Operations world, wrapping up with a roundtable discussion.
State of ALFI FinTech Nation
What is the LHoFT doing for TA and Distribution Operations?
A FinTech reality check
|15.10 - 15.40||
Live from New York - an update on all things TA & Distribution Operations in the US
A live interview with the ICI International Operations Advisory Committee of the US
|15.40 - 16.10||
|16.10 - 17.00||
Death by regulation? A survival guide
An overview of the current regulatory developments and the impacts to TA & Distribution Operations, followed by a lively Q&A session covering 2 hot topics that will be presented in sequence..
|17.00 - 17.10||
ALFI TADO Chairmen’s wrap up and closing remarks
|17.10 - 19.00||