Findings from WealthTech Matters - The Adviser, Sept 2020

WealthTech Matters – The Rationale

Owen James, in association with the Wealth Mosaic, has launched a series of three WealthTech Matters events – the Client, the Adviser and the Overarching Business.  

Not dissimilar to the Meeting of Minds programme in format, the key differential is their single focus on both existing and potential tech innovation within wealth management.

During our research before launching this series, it became apparent that your typical Chief Operating Officer/Chief Technical Officer was being bombarded by fintech solutions on a daily basis. Being time poor, their issue is how to sort the wheat from the chaff.

Our goal is therefore to help provide a neat half day where some of the leading tech providers can signpost them towards the sort of solutions they should be considering and why.

As we are now – for obvious reasons – in the virtual world, the format is even tighter than had been originally planned. It is made up of two keynotes – to inspire with the visionary stuff – interspersed with a programme of interactive roundtables addressing those areas we believe you should be focusing on. In true Owen James style, you are invited to choose those roundtables you feel are of most interest. In other words – a valuable tailored morning.

WealthTech Matters: The outputs from the most recent iteration focusing on the adviser.

The following are the outputs from the event held back on 24 September in which the focus was on the adviser.

WealthTech Matters: On to the next.

The Next Event will look at the business in the round and will take place on Wednesday 11 November virtually. It will bring together 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.


  • Wealth Dynamix
  • Orbium
  • We are you
  • Ortec
  • The Wealth Mosaic

The Findings

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  • A Supersonic Digital Masterclass

    It is broadly recognised that when the world moved into lockdown, we entered a “supersonic digital masterclass” with all facets of working life overhauled almost overnight. Now we have adapted to this mindset, what is next? This session aimed to challenge assumptions about what clients expect from their adviser and how that relationship is managed, striking the balance between best practice and practical needs, the challenge and benefits of personalisation and setting about the journey of digital transformation.

    24 September 2020WealthTech Matters - The Adviser

  • Cost-efficient Goal-based Planning for all of your clients

    This session looked at goal-based planning and how it can be delivered across the client spectrum in a cost-efficient manner, explored some of the challenges and allowed participants to share ideas around best practice.

    24 September 2020WealthTech Matters - The Adviser

  • Let's Talk Dashboards

    The session covered the extent to which a central user-facing technology platform, or dashboard, can serve to bring together information from multiple systems, delivering a real-time, comprehensive view of all points in the advice process, aiding client service management and facilitating more efficient business operations.

    24 September 2020WealthTech Matters - The Adviser

  • Open Banking and Open Finance

    Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.

    24 September 2020WealthTech Matters - The Adviser

  • The Future Wealth Adviser

    Hosted by Wealth Dynamix, with discussion led by Ian Woodhouse, Head of Strategy and Change at Orbium, this round table explored the biggest challenges facing advisers in a post-Covid world, how technology is being used to reduce their administrative burden and increase revenues, as well as a forward look at what the future wealth adviser might look like and the role of technology in helping them succeed.

    24 September 2020WealthTech Matters - The Adviser


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