WealthTech Matters The Business 2024

SEI Investments, Finsbury Square, London EC2A 1BR

28 November 2024

WealthTech Matters The Business - November 2024

WealthTech Matters The Business - November 2024

  • 28 Nov 2024

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

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This event will focus on:

The Business - 26/11/2024

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 & The Adviser - 04/06/2024

Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

Each theme will discover and discuss technology solutions that solve key challenges facing your business. 

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

Read More...

Sponsors & partners

Financial Software Ltd

Seccl Technology Limited

Dorsum

SEI Wealth Platform

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

Find out More

Location

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


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