Findings from WealthTech Matters The Client - 07 March 2024

The Context:

Working with The Wealth Mosaic, Owen James launched this highly successful WealthTech Matters series three years ago with the primary objective to delve into a diverse range of cutting-edge technologies that have the potential to elevate the productivity, agility, and overall performance of your workforce.

Invited delegates are typically comprised of the Chief Operating Officers or Chief Technology Officers within wealth management, private banking and the very top end advisory distributor world.

The event is sponsored by firms who are keen to engage with this group on a strategic basis. They are able to bring their specialist expertise to the table and if there is any interest in pursuing a further conversation offline then Owen James will seek to facilitate that.

The goal:

The goal of these events is to provide the delegates with an opportunity to share and contrast experiences with their peer group. It is also an opportunity to look at the huge technological leaps forward and how they are impacting their clients’ attitudes; the way in which they are able to attract new clients; what their clients want and how they want it.

The format:

The half day is a blend of keynotes from external speakers, whose remit is to encourage new thinking and insight, interactive roundtables examining the key issues and challenges you face in your client focused activity, TechTalks – short sharp and entertaining updates on solutions being offered to solve some of the issues raised, and finally some much needed in person networking.

The Sponsors:

We would like to thank all our sponsors whose financial contribution enabled WealthTech Matters to take place. Their motivation is threefold:

  • To be, and to be seen as being supportive of the industry
  • To understand the stresses and strains being placed on the industry and, where possible, respond to them
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned

The Facilitators:

We would also like to thank our facilitators who played an invaluable role ensuring that the roundtables maintained their focus and encouraged participation from all – Caroline Burkart, Paul Miles, Karl Cranswick, Gilly Green, Blaise Cardozo, and Brod Whiting.

The roundtable write ups:

The following are the headline findings captured from the outputs from the interactive roundtables

which took place on the day, to provide a useful aide memoir. The roundtables operate under Chatham House rules so apart from the expert and facilitator, no names or companies are mentioned.


  • ERI Banking Software
  • Atfinity
  • Financial Software Ltd
  • FA Solutions
  • Unblu
  • Seccl Technology Limited
  • Blue Prism Group
  • Dorsum
  • Dynamic Planner
  • SEI Wealth Platform

The Findings

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