March 10th, 2020, will see the first of our new quarterly event series, run in partnership with Owen James, where we bring WealthTech to life under a structured series called WealthTech Matters.
Background
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.
Partnership
We are partnering with our friends at Owen James to, therefore, create a focused series of triannual events for key decision-makers from across the private wealth industry. Each event will be themed - the Client, the Adviser, the Business - and will discover and discuss technology solutions that solve key challenges facing the business in those areas.
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 50 plus COOs, CTOs, CIOs and their teams from the top wealth managers, private banks, DFMs, advisers and MFOs.
Themes
- The Client
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
A wide range of technology now exists to increase the efficiency, speed and effectiveness of your advisers and employees. Learn what technology tools can do for your employees.
- The Business
Wealth management firms are challenged by multiple themes but also have significant opportunities available to them. Learn what role technology has to play here.
Location
Each of the events will be held at Barclays Rise, 41 Luke Street, London, EC2A 4DP.
Content
Supporting each event we will be creating various outputs including:
- A highlight event video
- Short, individual video interviews (vox pop) with participant wealth managers
- Individual and topic-focused video interviews with each participant sponsor
- Individual and topic-focused (5QW - 5 Questions With) written interviews with each participant sponsor
- An event summary write-up with highlight themes
- Individual roundtable summaries where relevant
Contacts
For more information on attending or sponsoring the events, please contact:
James Goad
Joint Managing Director, Owen James
Mob: +44 7909 963 856
jamesgoad@owenjamesgroup.com
Stephen Wall
Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Mob: +44 770 447 3665
stephen@thewealthmosaic.com
