In a world that is increasingly reliant on the many technologies that now exist, how can the wealth management sector marry its long-standing perception as a people and relationship business and a technology laggard and arrive at a place where it mixes the best of people and relationships with the best of the technologies available to it? How does wealth management make sure it is mixing the right amount of people & Tech rather than people v tech? With so much change, with competition evolving, with client and staff expectations modernising and with data pointing to such high failure rates in things such as digital transformation projects, marrying the best of people with the best of technology is easier said than done. So how does the wealth management sector make the most of its people and also the most of the technologies available to it and ensure it is an industry that is about people and technology rather than people versus technology?
In this webinar, we focused on where the industry is now and how it got to that point, what drivers and influences are shaping the mix of technology and people in the sector, what opportunities and challenges are at play in the mix of people and technology, and how wealth managers can put in place the thinking, culture and processes to ensure they achieve the best mix of people and technology in their businesses. The webinar was hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featured as expert panelists: Guillaume Foucaud, Product Manager at InvestCloud, Nigel Armstrong, Senior Account Director and Head of Wealth and Asset Management Solutions, UK&I, Blue Prism, and Rowan Jackson MVO, Chairman, Promising Outcomes.
