afr_wealthconference_k_final
TRANSCRIPT
Digital – more than skin deep K A T H E R I N E M I L E S I A P R I L 2 0 1 5
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Artificial Intelligence Genomics
Connected Home Sensing – Internet of Things
Crypto-Currencies
Robotics 3D Printing
Drones
Mobile Payments
Oculus Rift Wearables
Electric and Connected Cars
E X P O N E N T I A L T E C H N O L O G I E S
3 Q U E S T I O N S
1. Where is wealth being disrupted now?
2. Where will it be disrupted in future?
3. How to respond?
A D V I S E
Financial Planning!(with Digital Store Front):!
I N V E S T
Non-Traditional !Investment Strategies:!
Portfolio Allocation (Algorithms-based):!
Alternative Products:!
C O N N E C T
Social:!
Client/Advisor Matching:!
Account Aggregation:!
A D V I S E
Financial Planning!(with Digital Store Front):!
I N V E S T
Non-Traditional !Investment Strategies:!
Portfolio Allocation (Algorithms-based):!
Alternative Products:!
C O N N E C T
Social:!
Client/Advisor Matching:!
Account Aggregation:!
Investing’s old guard gets its algorithm on
B L O O M B E R G B U S I N E S S , M A R C H 2 0 2 0 1 5
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By 2017 one in five industries will have ceded their market
dominance to a company founded after 2000
C R A I G H O W A R D , G A R T N E R
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H O W T O R E S P O N D
1. A train or a light?
2. Have you scratched the surface of digital?
3. How’s your DQ?
H O W T O R E S P O N D
1. A train or a light?
2. Have you scratched the surface of digital?
3. How’s your DQ?
4. Antibody or antidote?
H O W T O R E S P O N D
1. A train or a light?
2. Have you scratched the surface of digital?
3. How’s your DQ?
4. Antibody or antidote?
5. Are you learning at scale?
When the wind of change blows, some build walls,
while others build windmills
C H I N E S E P R O V E R B
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