WealthTech Matters

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 - 10/3/2020
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/Employee - 24/09/2020 
Please note this event was due to take place on Thursday 18 June but was postponed due to COVID-19.

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 - 11/11/2020
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:

Events

Findings from WealthTech Matters

See all WealthTech Matters findings

Latest from WealthTech Matters

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If I was only allowed to go to one conference in the year, it would be the Meeting of Minds

JM Finn & Co

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