WealthTech Matters - The Business 2021

The Berkeley Hotel

11 November 2021

WealthTech Matters - The Business 11 November 2021

WealthTech Matters - The Business 11 November 2021

  • 11 Nov 2021

    The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL

    The Berkeley Hotel

    View Map

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. 

Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.

This event will focus on:

The Business - 11/11/2021

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.

OTHER THEMES:

The Client - 11/3/2021
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.

The Adviser- 17/06/2021
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

See the event in action - below is a video from a previous, WealthTech Matters - The Client 


Read More...

Sponsors & partners

Wealth Dynamix

Ortec

Sponsor WealthTech Matters

Find out More

Location

The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL, The Berkeley Hotel


Top