NewFinance Event - Wealth Management Technology
Please join us at the next NewFinance event in which we will be taking a look at Wealth Management Technology.
We're now seeing the onset of technologies to both support the Wealth Management process and provide higher levels of automation and service. The likely result being better service to the customers who themselves are demanding a greater degree of digital integration and improved user experience, as with many other industries disrupted by tech.
This session is also designed to provide an opportunity to catch up with your peers, to see what's going on in the Jersey and International Fintech scenes and to tell us all about yourself and your own work.
17:30pm - Doors open
Refreshments and Networking Opportunities
18:00pm - Session Starts
Eddie George, Founder & CEO, NewFinance
Zenith. One - Non-Executive Director Clara Durodie
Clara Durodie, is a Non-Executive Director of Zenith, a Fintech start-up which developed the next generation of A.I. powered solutions for Financial Advisors. Zenith One enables Financial Advisors to increase efficiencies, access new business and provide improved customer experience. She is also a founding Partner at Cognitive Finance Group, a British advisory and investment company specialised in artificial intelligence in financial services.
PlainSail Wealth - Sam Bryans, Founder and Developer
Sam Bryans, is the founder and a director of PlainSail Technologies, who have developed PlainSail Wealth, an integrated client, wealth, and document management system designed to disrupt the field of traditional and cumbersome wealth management systems by focusing on efficiency, integration and ease of use. It is modern, user-friendly and performant, introducing competitive advantage by enabling users to work significantly faster.
BluePoint Analytics - Rafi Ghazi, Managing Partner of Ridgeback Capital Jersey and Vincent Le Gallez, Head of Sales Guernsey, C5 Alliance
Rafi founded Ridgeback in 2014 as a boutique Natural Resource Corporate Finance Advisory firm providing bespoke services to a small number of key global clients. Over the last 4 years, Rafi has raised over US$5bn in Financing across Debt, Equity, Offtake and Structured Finance for a number of landmark Mining and Commodities transactions. He works with FTSE listed Commodities majors, Sovereign Wealth Funds and large Family Offices and across major global Investment Banks to drive value for major assets.
Bringing considerable Finance expertise and firepower to Jersey, Rafi joined C5 and Bluepoint 6 months ago to leverage his experience in Investment experience gained over 20 years in Investment Banking, Portfolio Management and Private Equity to help drive the commercialisation of this exciting platform.
Vincent’s breadth of experience spans from overall strategic direction and project prioritisation to Marketing Strategy and Branding. Vincent’s diverse experience across both IT and Finance industries means that he understands the challenges clients face and can identify where technology can be implemented to alleviate these business needs. By utilising these skills, Vincent has been a dynamic member of the Bluepoint team assisting in the marketing and branding of the platform.
19:00pm - 19:30pm - Panel Session