WealthTech Matters - The Client 2021 | Owen James Group | 11 March 2021 | Virtual Event
Venue
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| Event Date | Thu Mar 11 EST (almost 4 years ago) |
| Location | Virtual Event |
| Region | All |
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.
The Client
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 will be themed and will discover and discuss technology solutions that solve key challenges facing their business. The year will then conclude with Owen James' flagship event Meeting of Minds - Technology in Financial Services.
Who Will Be in the Room?
Each event will bring together 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
Sponsors & Partners
2021 Sponsor
• Money Info