WealthTech Matters The Client 2024

SEI Investments, Finsbury Square, London EC2A 1BR

7 March 2024

WealthTech Matters The Client - March 2024

WealthTech Matters The Client - March 2024

  • 7 Mar 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.


This event will focus on:

The Client - 07/03/2024

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 - 04/07/2024
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.

The Business - 28/11/2024
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.

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


Sponsors & partners

ERI Banking Software


Financial Software Ltd

FA Solutions


Seccl Technology Limited

Blue Prism Group


Dynamic Planner

SEI Wealth Platform

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

Find out More


  • James Poulter

    James Poulter

    Digital transformation and ethical AI specialist

    James Poulter is a distinguished digital marketing professional and technology expert, with a particular emphasis on Conversational AI strategy. As a recognised authority in Conversational AI Technologies, James has extensive experience in the ethical use of AI, corporate deployment of advanced AI systems such as ChatGPT and GPT-4, and the integration of conversational AI into marketing and business strategies. His knowledge and expertise have been critical in driving successful digital transformation for numerous clients and organisations.


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