
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 focuses on three themes and will discover and discuss technology solutions that solve key challenges facing their business.
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 - 21/03/2023
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 - 28/06/2023
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 - 9/11/2023
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.
NEW FOR 2023! WealthTech Matters Switzerland - November 2023
Building on the success of our UK series, this event will bring together 50+ COOs, CTOs and their teams from the top Private Banks, EAMs and Wealth Managers across Switzerland to explore new innovations in WealthTech and drive change in their business
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 - click below:
Events
- 14 Mar 2024
SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
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 as a whole.
WealthTech Matters The Adviser - July 2024
4 Jul 2024London Location - Tbc
WealthTech Matters The Business - November 2024
28 Nov 2024SEI Investments
SEI Investments, Finsbury Square, London EC2A 1BR
Findings from WealthTech Matters - The Series
Battle of the CXs - How to make a convenient CX a compliant CX
Expert: Hakan Kocabeyoglu, VP Product, Unblu Inc. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
WealthTech MattersMindful OfClient ExperienceInvestment PlatformnotificationsRegulationTechnology
On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023WealthTech Matters The Client - March 2023
WealthTech MattersMindful OfDatagenerationalIntergenerationalnotificationsRegulation
Proposition Revolution - Embracing the latest tech trends to serve more customers
Expert: Peter Fairweather. Facilitator: Caroline Burkart
21 March 2023WealthTech Matters The Client - March 2023
WealthTech MattersMindful OfAutomationCustomerFinancial adviserHybridTechnology