WealthTech Matters The Client 2022

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

10 March 2022

WealthTech Matters The Client - March 2022

WealthTech Matters The Client - March 2022

  • 10 Mar 2022

    The Berkeley Hotel

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

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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 Client - 10/03/2022

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 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 Adviser - 16/06/2022
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

The Business - 10/11/2022
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.

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


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

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Location

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


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