WealthTech Matters The Business 2023 | Owen James | 8 November 2023 | SEI Investments (Europe) Ltd, 14-18 Finsbury Square, London EC2A 1BR, UK
Venue
SEI Investments (Europe) Ltd
SEI Investments (Europe) Ltd, 14-18 Finsbury Square, London EC2A 1BR, UK
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| Event Date |
Thu Nov 9 GMT (about 1 year ago)
In your timezone (EST): Wed Nov 8 7:00pm - Wed Nov 8 7:00pm |
| Location |
SEI Investments (Europe) Ltd
14-18 Finsbury Square, London EC2A 1BR, UK |
| Region | EMEA |
Details
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.
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.
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.
Speakers
2023 Speaker
Alex Barker
Author, speaker, coach and expert in organisational culture change
Sponsors & Partners
2023 Sponsors
• FA Solutions
• Addepar
• Maveric NXT Ltd
• Atfinity
• iPipeline
• Seccl
• Doc Stribute
• Dorsum Investment Software
• Ortec Finance
• Invest Cloud
• SEI