WealthTech Matters The Client - March 2023
21 Mar 2023
SEI Investments, Finsbury Square, London EC2A 1BRView 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 Client - 21/03/2023
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.
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.
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.
The Business - 09/11/2023
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.
See the event in action - below is a video from a previous, WealthTech Matters - The Client