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Address

Thomson Reuters @ ORQ, Level 28 North Tower - Auditorium
One Raffles Quay
Level 28 North Tower
Auditorium
Singapore
048583
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Robo Advisors – Friend or Foe?

Overview

Date:
Wed, 15 Nov
Time:
2:30 pm to 5:00 pm
Refreshments:
Light refreshments will be served
Focus:
Knowledge based
Additional Info:
Registration starts at 2.00pm

Description:

Robo Advisors – Friend or Foe?

In July, we had a glimpse of what Robo Advisors was about. Ned from Bambu shared his definition of Robo Advisors in a nutshell.

We now bring to you the actual “Robo Advisors” that everyone is talking about!

Come and find out from two speakers, who will bring along their Robo Advisors and showcase what they can do for you and the possibilities of new business opportunities.

“How Robo Advisory Benefits Advisors” by Niti Guhathakur, CFP, Founder of Assetpie.com

Niti will be introducing a platform that will connect global advisers and how it helps in creating new business opportunities. Learn from peers across the globe, to better serve your clients beyond Singapore. The 4 key areas of sharing, as follows:

  1. Overview on India Financial Markets
  2. “Global Adviser Community Connect” platform
  3. Robo Advisors – Friend or Foe?
  4. Tools for effective Client Relationship Management (CRM) and Business Activity Management (BAC)

About the Speaker

Ms Niti Guhathakur has 14 years of Financial Services experience and have been associated with Leading Wealth Management set ups, both on retail and Ultra High Net Worth clients. Her experience details are as below.

Promoter of Adroit Wealth Management. A platform that customizes and structures the investment product across asset classes according to client profile and needs specializing in real estate.

She started her career with Banks like HSBC and ABN AMRO and was consistently awarded for acquiring High Networth Individuals (HNI) and responsible for getting Highest AUM growth for the bank. This included managing Investment and Insurance for HNI clients, Family Offices and Corporate.

Later joined wealth boutique like Religare Wealth Management and was responsible for managing Real Estate Structure deals for clients across the platform

She believes knowledge is the wealth that can never be taken away, and is most essential to approach wealth creation and management in a scientific manner. Thus gaining knowledge should be an on-going process. She post graduated in commerce and holds diploma in Law of Corporate-Mergers and Acquisition. Recently completed Execu@ve program in applied finance from IIM Calcuea.

She is certified as Financial Planner by FPSB (CFP cm), RERA compliant agent and registered with SEBI as RIA (Registered Investment Adviser).

“Chatbots: The next big thing in lead generation?” by Regine Lai, Managing Director of Insurance Republic

Businesses are on a constant quest for the next innovation in lead generation. Enhancing lead generation and customer acquisition via Chat Bots could be the resounding future. my-insurer is tasked to assist intermediaries to gain and retain customers via the following:

√  Two way communication

√  Prompt action

√  24/7 content sharing

√  Data collection and automation

About the Speaker

Ms Regine Lai, Managing Director of Insurance Republic is no stranger to the world of start-ups. Shortly upon graduation from Nanyang Technological University with honours in Public and Promotional Communication; she embarked on her first entrepreneurial venture in brand consultancy.

This successful foray saw the expansion of her footprints clients within retail, banking & finance and insurance.

Having rewardingly vested from her previous engagement, she is now at a juncture where she is pursuing new endeavours that can offer her the opportunity to take advantage of amalgamating her experiences into a coherent whole at Insurance Republic;

Insurance Republic is an innovation lab that aims to bring the necessary disruption to the insurance industry. It encompasses R&D and operational solutions that on board insurers into the digital era with an enthusiastic and positive approach. To date, it designed and manages successful solutions such as the first Insurance agent aggregator in Asia and the first Insurer agnostic application for intermediaries Insurance Republic is the ideation arm of Stark Group Pte Ltd.

Stark Group Private Limited is established in Singapore since January 2015. It aspires to accelerate the crucial transformation and digitization of the insurance industry. With a particular focus in Asia, it has since shown incredible success despite its youth.

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Robo Advisors - Friend or Foe?


Event date: Wed, 15 Nov

Ticket Information

Bookings are closed for this event.