The importance of the business case cannot be overstated. It is a crucial part of the process that allows firms to establish technological frameworks and log in any possible changes in a wealth management project. A strong business case will support a firm in making decisions with confidence, and engaging its employees, amongst other things.
On the 13th of September, we will run through how to build an effective business case, discuss the most common pitfalls and how to avoid them, ensure stakeholder engagement, set an accurate return on investment, and more.
Join host Stephen Wall, Founder of The Wealth Mosaic, for this live webinar featuring the expert opinions of Johnny Beloe, Director of Pre-Sales at Wealth Dynamix, Will Rouse, Commercial Director UK, MEA & NA at Wealth Dynamix, and value management expert, Jonathan Keighley, Managing Director at Shark Finesse. The panel will share their decades of experience building a solid and compelling business case and will highlight how that can be delivered in wealth management.
Register by clicking on the image below: