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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Value Adding – Adapting to the world of enhanced client experience
Expert: Edward Turner, Private Banker at Dreyfus Banquiers Facilitator: Simon Minder, Family Office Advisor at M76 – Family Office Consulting
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
Client ExperienceMetricTechnologyTrustWealth managementWealthTech Matters
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Client Lifecycle Management – Putting IT at the heart of business and the role of AI
Expert: Alessandro Tonchia, Head of Strategy at InvestCloud Europe and Asia Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AIClient Data ManagementClient ExperienceOnboardingWealth managementWealthTech Matters
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech Matters
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Client Experience: Serving your client right in a digital world
Expert: Eric Tyree, Head of Research and A.I. at Blue Prism. Facilitator: Niall Buggy, Sionic
10 March 2022WealthTech Matters The Client - March 2022
AutomationClientClient ExperienceDigitalisationHybridHybrid WorkingMindful ofTechnologyWealth management
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Digital engagement in wealth management. How can technology deliver a superior relationship between clients and advisors?
Expert: Johnny Beloe, Director of Pre-Sales & WDX1 Product Strategy at Wealth Dynamix
10 March 2022WealthTech Matters The Client - March 2022
Client ExperienceDigitalMindful ofTechnologyWealthWealth management
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceDigital SolutionsDigitalisationMindful ofRegulatory IssuesTechnologyWealthWealth management
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Leveraging data into customer experience
Experts: Shelley Doorey-Williams, Partner, Wealth & Asset Management and Alan Thomas, Senior Associate, Advisory at KPMG. Facilitator:
10 March 2022WealthTech Matters The Client - March 2022
Client Data ManagementClient ExperienceConsumerCOVIDCustomerDigitalisationMindful ofPersonalisationWealth management
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The use of private market funds by sophisticated private investors on the verge of becoming mainstream, how can you deliver a suitable and compelling
Expert: Adam Harrison, Titanbay. Facilitator: Chris Shaw
10 March 2022WealthTech Matters The Client - March 2022
ClientClient ExperienceInvestmentsMindful ofPrivate MarketWealthWealth managementYour clients