WealthTech Matters The Client 2023

SEI Investments, Finsbury Square, London EC2A 1BR

21 March 2023

WealthTech Matters The Client - March 2023

WealthTech Matters The Client - March 2023

  • 21 Mar 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 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 


Sponsors & partners



Blue Prism Group


SEI Wealth Platform

Dynamic Planner


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

Find out More


  • Christian Howes

    Christian Howes

    Marketing, Data, Analytics Lead and Broadcaster

    Christian Howes is an expert speaker in social media, digital and big data with nearly 20 years of experience. He has used his unique skills and knowledge to work with some of the biggest brands, production companies, and TV channels. Christian first garnered attention by observing the social media habits of viewers of reality TV shows and discussing his findings on Twitter. This led to an additional career as a social media and data presenter on BBC, BTSport, ITV, Channel 4 and Five. Christian has implemented his knowledge in numerous corporate settings as well as helping production companies to develop ideas and formats that integrate social data into programmes, and joining digital data with transactional processes to enable more effective customer service and marketing activities. His advice and expertise has been used by brands such as ASOS, Barclays, HSBC, Lloyds, Guinness, Playstation, Klarna, and many more.


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