We are now accepting contributions to our new report and event roadshow - The Client Experience Toolkit 2024. This opportunity is the first in a new series called the WealthTech Toolkit Series (WTTs). Each issue in the ongoing series features a report and supporting roadshow events in relevant financial centres, which together form a powerful means for technology and related solution providers to showcase their offering and relevance to the topic in focus. The first issue will focus on client experience, one of the hot topics for the wealth management marketplace to deliver on.

REPORT AT A GLANCE

Topic in focus - client experience

The wealth management sector’s clients are changing. Heightened expectations, new segments, different needs, far more focus on technology, diverse propositions in the market, and a technology-enabled client experience are must-haves for the modern and relevant wealth management business. This report and its supporting event will dive into the topic, highlighting its relevance and detailing what is available across the technology vendor marketplace to elevate the client experience.

How can my firm contribute? 

This first issue enables the vendor community to participate in two main areas:

1.    Client Experience Toolkit Report 2024
We are seeking 12-15 individual showcase entries from vendors. Each will focus on and ‘own’ a topic area within the client experience, and participants will have four pages to introduce the topic, explain its relevance, and then highlight/showcase their offering in detail. The report will be published in June 2024.

2.    Client Experience Toolkit Roadshow
We will then roadshow the report with two to three-hour events in five key financial centers across the globe (London, Geneva, Zurich, Dubai and Singapore). Each event will have an invite-only audience of 20-25 plus wealth management executives and allow vendor participants to sponsor, feature on the main panel, and present/pitch their offering for up to ten minutes.

Who is the audience?

This opportunity offers its participants a broad campaign to reach, educate, and engage the global wealth management community. The report, event, and supporting content will be distributed to our global network of over 30,000+ decision makers and will be featured on our directory and knowledge platform to over 150,000+ annual readers.

You can read more about the report, roadshow, and the various participant options here.

Interested in having a conversation to discover more and how your firm can participate? Please get in touch at office@thewealthmosaic.com

There is a limit to the number of firms we will include in the report and event with a paid engagement.

Discover our latest reports!

WealthTech 2024 – read & download
Swiss WealthTech Landscape Report 2024 – read online