How did your company fare? Needs must!

Financial Advisory

COVIDDigitalisationFinancial AdvisoryPersonalisationTechnologyWinning Advisers

How did your company fare? Needs must! The key is what comes next. Personalisation at scale is the name of the game

Experts:          Andrew Back, Chief Commercial Officer, Multrees
Facilitator:     Paul Miles, Founder, Silverback Consultancy 


State of play

  • 75% of FS businesses have been negatively impacted by CV19 but firms have, and are, adapting quickly, and reviewing their operating systems
  • Seeing a move towards Wealth Management and Financial Adviser firms integrating
  • Firms are looking to build value by adopting technology to allow scale
  • Technology can facilitate personalisation at scale
  • Potential to create a private bank model
  • We must adapt to new client expectation

Key challenges

  • Cost of implementation
  • Pain of switching technology
  • When to make the investment to incorporate more digital into the business
  • How to deliver different types of service
  • 47% of market still do not use digital signatures


  • Price and disruption to switch platforms can be prohibitive so need to consider new entrants
  • Listen to what your clients want
  • Evaluate your existing tech partners to make sure they have the right product and skills to support your business now, and in the future
  • If you don’t make a decision to become more digital now, you will get further and further behind the service offered by your peers
  • Implement technology that can be bespoke to your business