“Robo Advice and Mass Affluent Banking Conference 2021”
with aixigo on site

The “Robo Advice and Mass Affluent Banking Conference 2021” is one of the most important conferences in the wealth management sector. This year the conference will take place virtually. On June 8th, speakers from the Private Banking, Wealth Management and WealthTech sector will discuss opportunities of the mass affluent market, strategies for digital wealth and tips for robo-advice platform success.

aixigo will be represented by Mario Alves, Head of Sales and Partner Management, who will give a 30 minute speech on the topic of “Why white belt nudging in investment advice is nowadays easier than ever before”. Further information about Mario and the speech can be found below.

 

Date

8th June

Time
12:15 pm (GMT)

Location
Online 

Mario Alves on “Why white belt nudging in investment advice is nowadays easier than ever before”

The conference has two slots. Mario's speaking will take place in Slot A " Winning the battle for the mass affluent client".

 

CHECK THE AGENDA

 

Mario will cover the following aspects:

  • AI, Behavioural Finance and further analytics enable the best understanding of the customers' interests and motivations.
  • What matters the most is the added value we create by providing the right information at the right time.
  • Building a successful model portfolio is one thing. Making your investment abilities stand out and be clearly visible for the customer creates excitement!
  • It is time for a triple play: great co-financial planning, superb CIO content and a truly personalised service. Digitally of course!

Register now!

We invite you to listen to Mario Alves's speech on the topic of white belt nudging in investment advice.

 

REGISTER

About Mario Alves

Mario Alves is a proven expert in digital investment solutions for wealth management and private banking. His expertise is based within his long-term experience as a financial adviser, consultant and manager at different financial services institutions and software providers. During this time, he gained a deep strategic and technological understanding of the financial industry.

Exclusive, unique wealth management and private banking services are his speciality. He is passionate about working with financial service providers, banks and partners to develop solutions that strengthen the brand, increase efficiency and significantly improve profitability.

Expert knowledge: Digital Investment Solutions (Roboadvice, Digital Wealth Management, Portfolio Management)

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