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Event Date Mon Dec 20 GMT (about 1 month ago)
In your timezone (EST): Sun Dec 19 7:00pm - Sun Dec 19 7:00pm
Location Webinar
Region All

As 2021 comes to an end and with 2022 very much in sight, this webinar looks at the main trends and themes in and around wealth management and technology and WealthTech. What have been the main developments and focus areas in the past year and how will that evolve in the year ahead? With every passing moment, the role of technology in the wealth management sector grows ever more apparent and relevant but what does that mean, where is technology needed most, where is it being applied, where is there still room for improvement and what, broadly, are the influencing themes around the application of technology in the sector?

Speakers will discuss the market’s status and focus and the backdrop to that, they will consider the many challenges and opportunities in front of the wealth management sector, and they will talk through how the sector can deliver against those with technology by its side. Of course, as with all things technology, the webinar discussion will also touch on the human side and the needs of the clients and advisers, on business elements such as strategy, planning, budgeting and culture, and on broader influencing themes such as regulation and competitive market factors.


2021 Speakers

Stephen Wall
Co-Founder, The Wealth Mosaic

Christine Schmid
Head Strategy & Member of the Executive Board, additiv

Ian Woodhouse
Lead Wealth Management Transformation, Thought Leader for Europe, Accenture

Mark Trousdale
Chief Marketing Officer & EVP, InvestCloud