Podcast/Webinar from The Wealth Mosaic

WealthTech Talks: 2021 in Review – 2022 in View

Originally recorded on December 20th, 2021

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by The Wealth Mosaic
| 13/01/2022 11:35:25

As 2021 came to an end and with 2022 very much in sight, this webinar looked at the main trends and themes in and around wealth management and technology and WealthTech. What have been the main developments and focus areas in the past year and how will that evolve in the year ahead? With every passing moment, the role of technology in the wealth management sector grows ever more apparent and relevant but what does that mean, where is technology needed most, where is it being applied, where is there still room for improvement and what, broadly, are the influencing themes around the application of technology in the sector?

Stephen was joined on this webinar by Christine Schmid, Head Strategy & Member of the Executive Board at additiv, Ian Woodhouse, Lead Wealth Management Transformation and Thought Leader for Europe at Accenture, Mark Trousdale, Chief Marketing Officer & EVP at InvestCloud. They discussed the market’s status and focus and the backdrop to that, they considered the many challenges and opportunities in front of the wealth management sector, and they will talk through how the sector can deliver against those with technology by its side. 

The webinar discussion also touched on the human side and the needs of the clients and advisers, on business elements such as strategy, planning, budgeting and culture, and on broader influencing themes such as regulation and competitive market factors.