After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Informed Decisions – The platforms and services making the biggest impact on wealth managers
Expert: Christian Jedlicka, CSO, Etops Group Facilitator: Gregor Mueller, Independent Consultant
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AIDataPlatform providersRegulationWealth managementWealthTech Matters
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Looking Ahead - Leveraging digital to drive positive business transformation
Expert: Alessandro Tonchia Head of Strategy at InvestCloud Europe and Asia Facilitator: Brod Whiting, Director of JoyndUp
09 November 2023WealthTech Matters The Business - November 2023
AIDataDigitalFlexibilityTransformationWealthTech Matters
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Productivity Boost - The power of AI on processes
Expert: Rob Tedder, Account Manager UK at Conquest Planner Facilitator: Ben Wright, Director of Progress at Change Squared
09 November 2023WealthTech Matters The Business - November 2023
advisersAIDataproductivitySecurityWealthTech Matters
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The Future of Client Servicing. Using data to power your offering
Expert: Ákos Szalay Facilitator: Nicola Carney
10 November 2022WealthTech Matters The Business - November 2022
AIClient ExperienceCommunicationDataDigital SolutionsWealthTech Matters