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.
Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.
This event will focus on:
The Adviser - 17/06/2021
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.
Each theme will discover and discuss technology solutions that solve key challenges facing your business.
Who Will Be in attendance?..
Each event will bring together 50 COOs, CTOs, CIOs and their teams from the top Wealth Managers, Private Banks, DFMs, Advisers and MFOs.
OTHER THEMES:
The Client - 11/3/2021
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 Business - 11/11/2021
Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.
See the event in action - this is a video from The Client - our event that took place in March 2020
Speakers
Martin Hill-Wilson
Independent Consultant, Brainfood Consulting
Martin was CEO of one of the first BPOs and CX consultancies in the UK. He then spent a decade in the systems integration industry positioning the value of new technology and the associated change agenda. He is now in his tenth year as Brainfood Consulting offering a mix of services. These include conference chairing, keynotes, webinars, whitepapers, workshops, consulting and mentoring. Current topics include responding to new customer behaviour, emotive CX for customer interaction, digital-first customer service strategy and trends in contact centre technology.
Annie Auerbach
speaker, consultant, brand strategist
Annie Auerbach is an expert on the future of work, an author and the co-founder of trends and cultural insight agency Starling, whose clients include Nike, Pepsico and Unilever. Her book FLEX: Reinventing Work for a Smarter Happier Life is a revolutionary guide to living and working on your own terms and was featured by Stylist magazine as the best book on working from home. Coronavirus has proven what she has long championed: working 9-5 in an office doesn't work for most of us. The world is changing for working women, but until the pandemic, companies turned a blind eye. Now, it's time to reinvent the systems that were holding us back. Annie is proud to be named an Evening Standard top 25 Change-maker and a Timewise Power Founder alongside a range of flex working trailblazers who are changing the future of work.
