Technology is one of the leading drivers of change across the wealth management sector and the pace of change is seen to be heading in one direction only - faster. To respond and stay up to date, relevant and competitive at all levels, wealth management firms big and small need to deliver a capable, flexible and efficient technology infrastructure. They can no longer rely on yesteryear’s technologies. Delivering this infrastructure is, of course, easier said than done. On this webinar, we spoke with the panelists to hear their views on how the wealth management firm can deliver the modern technology infrastructure for their clients, advisers and all aspects of their business.
Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Josh Cogan, Associate Partner, Head of Banking, UK, at Synpulse, Mahesh Bulchandani, CEO and Director, Europe, at FinIQ, and Matteo de Marchi, Head of Product Innovation at Finantix, this webinar delves into the topic of what constitutes the modern technology infrastructure for wealth managers and how firms can deliver it. Stephen asked the panel to establish why this theme is so important, what has led us to this point (drivers of change), what the status of the marketplace is in its current delivery of a modern technology infrastructure, what challenges it faces in delivery, the opportunities from delivery and more.
