As a vendor directory-led business, core to what we do at The Wealth Mosaic is to (1) stay on top of the main industry trends, (2) support wealth managers in the identification, understanding and engagement with vendors that can support their needs, (3) provide opportunities for relevant vendors to showcase their offering to the industry. Our model, supporting both sides of our marketplace, is set up to create those connections and outcomes through various channels including our website, vendor directory, content, reports, research and events.
As we continue to enhance our model for both vendors and wealth managers, we are now pleased to launch a new report series: the Toolkit. A hybrid of previous report formats, the Toolkit Report Series will be comprised of thematic, geographic and wealth manager-segment focused reports and, for each report, supporting Roadshow events.
What is The Toolkit Report Series?
The Toolkit Report Series has been created specifically to provide a focus on the key technology themes and tools impacting the wealth management sector today. And, to support what I described above, a simple and consistent means for wealth managers to engage with relevant vendors and for vendors to tell the market who they are, what they do and where they are relevant.
For participation and pricing details for our Toolkit Report Series, see the editorial programme here.
Two compelling components – Reports and Roadshows
Following the publication and promotion of each Toolkit Report through the multiple communications channels that we deploy, we will host either one or a series of roadshow events dedicated to the theme of the Toolkit. In that way, we mix the ongoing and broad reach of our digital publishing and marketing model with the in-market, in-person and insight sharing benefits of events in the relevant financial centres around the globe.
Component I – Report
Each report is formed around a series of ‘Showcase’ contributions from participant firms. Each showcase is formed of a ‘Topic’, a scene setting article that introduces, highlights and explains the relevance of the topic to the report. Alongside and supporting the topic is a ‘Solution’ entry which highlights the participant firm's supporting technology offering.
The overall aim of the Showcase is to educate and inform the reader on the topic and why they should care about it, and to then support that with details of the participant firm’s solution.
Each report is published on TWM and shared and marketed extensively on our channels, via each participant and our partners to reach as wide an audience as possible over an extended period for maximum and extended impact.
Component II – Roadshow
Following the release of each Toolkit Report, we will run one or more supporting roadshow events to take the report and relevant participant firms into market. These will be hosted in relevant locations for each report, depending on each report’s focus.
For example, for the Client Experience Toolkit 2024, we are delivering events in Geneva, Zurich, London, Singapore and Dubai.
Each roadshow event will be limited to a set number of vendor sponsors and participants and open only to wealth managers and consultants as attendees (the target market).
The format of each event will include:
• Toolkit introduction
• Toolkit-relevant market presentation/s
• Panel discussion/s
• Vendor demos
Check out our Client Experience Report!
The first in our Toolkit Project Series, the Client Experience Toolkit 2024 Report was launched earlier this month. The thematic report shines a light on the trends and solutions influencing the successful delivery of client experience (CX) in wealth management and features 11 showcases. You can read the report online here.
The Toolkit Series – get involved
With a multitude of Toolkit Reports and Roadshows planned, there are many opportunities for you to get involved, build broader brand awareness, and generate leads with in-person demos and networking. The series currently features the following Reports and related Roadshows:
• AI Toolkit 2024: October-November 2024
• Family Office Toolkit 2024/2025: December 2024-January 2025
• Middle East Toolkit 2025: February-March 2025
• Future Proof Toolkit 2025: April-May 2025
• UK Toolkit 2025: June-September 2025
• Adviser Toolkit 2025: September-October 2025
• APAC Toolkit 2025: October-November 2025
For participation and pricing details for our Toolkit Report Series, see the editorial programme here.
Or contact us – we’ll be happy to put together a custom package tailor-made to fit your needs: office@thewealthmosaic.com
Discount options
For any TWM member, your membership includes a discount of between 5% and 10% to participate in any of the above reports and events.
For both members and non-members, the below codes also offer discounts on participation decisions for the above (for members this is in addition to your membership discount):
• 10% by the end of August – TWMAugust2024
• 7.5% by the end of September – TWMSeptember2024
• 5% for three months in advance of any report/event – TWMThreeMonths
To redeem the above discounts, please include these codes when contacting The Wealth Mosaic.
ABOUT THE WEALTH MOSAIC
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, TWM is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
Discover our latest reports!
Client Experience Toolkit 2024 – read here
Swiss WealthTech Landscape Report 2024 – read here
WealthTech 2024 – read here
