WealthTech Matters The Business 2023

SEI Investments, Finsbury Square, London EC2A 1BR

9 November 2023

WealthTech Matters The Business - November 2023

WealthTech Matters The Business - November 2023

  • 9 Nov 2023

    SEI Investments

    SEI Investments, Finsbury Square, London EC2A 1BR

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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 - 9/11/2023

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 - 16/03/2023
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 - 28/06/2023
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... 

Read More...

Sponsors & partners

Addepar

Maveric NXT Ltd

Atfinity

FA Solutions

iPipeline

Seccl Technology Limited

ALT/AVE

Dorsum

Ortec

InvestCloud

SEI Wealth Platform

For more information about sponsoring this event, please get in touch

Find out More

Speakers

  • Alex Barker

    Alex Barker

    Author, speaker, coach and expert in organisational culture change

    Alex Barker is an author, speaker, coach and expert in organisational culture change. Working alongside author and entrepreneur Sam Conniff, Alex leads their global Be More Pirate network. Using the most interesting and inspiring stories from the community, Alex helps organisations to challenge the way things are usually done. Clients include Salesforce, Dyson, innocent drinks as well as teams across the NHS. In September 2020 Alex and Sam’s new book How to: Be More Pirate was published – an update on the original, which dives much deeper into how to effectively rewrite ‘the rules’. Alex holds an MA in International Relations from King’s College London, where she focused on Middle East politics. After a six-month stint backpacking around the region, she took a job in international development, moved briefly into social care before spending seven years at the Royal Society of Arts (RSA) as communications manager. After working freelance for a year with author and campaigner Onjali Q. Rauf and author Alastair Humphreys, she teamed up with Sam Conniff in January 2019. Alex also coaches, speaks, and runs programmes supporting women to improve their confidence and ability to influence through speaking, from public presenting to interview preparation.

Location

SEI Investments, SEI Investments, Finsbury Square, London EC2A 1BR


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