
Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.
Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business.
WealthTech Matters will focus on three themes and will discover and discuss technology solutions that solve key challenges facing their business. The year will then conclude with Owen James' flagship event Meeting of Minds - Technology in Financial Services.
Who Will Be in the Room?..
Each event will bring together COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
THEMES:
The Client - 10/03/2022
How you find and engage prospects, onboard, manage and service clients efficiently and profitably is changing. Learn what technology tools are doing in these areas.
The Adviser - 14/06/2022
A wide range of technology now exists to increase the efficiency, speed and effectiveness of your employees. Learn what technology tools can do for your employees.
The Business - 10/11/2022
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.
If you would like to find out more about these events, do please call John Hall on 01483 861334 or email him at johnhall@owenjamesgroup.com.
What to Expect:
See the event in action - below is a video from The Client - our event that took place in March 2020:
Findings from WealthTech Matters
Optimising sales effectiveness: How to gather more assets in wealth management
Expert: Alessandro Tonchia Facilitator: Munaz Khan
10 November 2022WealthTech Matters The Business - November 2022
WealthTech MattersMindful OfAssetCultureDataRelationshipsWealth management
Taking Back Control. How firms can harness integrated business and investment processes
Expert: Geoff Towers (CEO GPP Group) and Tom Wooders (Group Head of Sales at Titan Wealth Holdings) Facilitator: Sarah Bennett
10 November 2022WealthTech Matters The Business - November 2022
WealthTech MattersMindful OfDatagovernanceIntegrationInvestmentsRegulation
Cutting Loose. How to free yourself from legacy technology and escape the cycle of tech debt
Expert: Agustin Collazo Facilitator: Stephen Wall
10 November 2022WealthTech Matters The Business - November 2022
WealthTech MattersMindful OfLegacy SystemsproductivityProfitabilityStrategyTechnology