Thu Jun 16 BST (in 5 months)
In your timezone (EST): Thu Jun 16 3:00am - Thu Jun 16 12:00pm
Wilton Pl, London SW1X 7RL, UK
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business.
This event will focus on:
How you find and engage prospects, onboard, manage and service clients efficiently and profitably is changing. Learn what technology tools are doing in these areas.
Each theme will discover and discuss technology solutions that solve key challenges facing your business.
Who Will Be in attendance?..
Each event will bring together 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
• The Adviser
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here
• The Business
A wide range of technology now exists to increase the efficiency, speed and effectiveness of your employees. Learn what technology tools can do for your employees.