WealthTech 2018 – Using Technology to better understand your Clients

Compeer’s WealthTech 2018 event will explore how firms can use data and systems in order to best serve existing clients, and to use this knowledge to attract new clients.

We will show how technology can simultaneously help to provide innovative services and a seamless client experience while doing so in a way that drives business efficiency. In-depth interviews will be held with the decision makers that are helping to steer the technological development of the UK wealth management industry.

Event Information

Agenda to follow

Please complete the form below to register for the event. If you are experiencing any problems viewing the form please email events@compeer.co.uk to submit your registration.

Other upcoming events

Compliance 2018: Preparing for the inevitable

Thursday 8th February 2018
08:00 - 13:00

Introducing and implementing new regulation is now an inevitable element of the UK wealth management compliance department. However, recent Compeer research found that firms perceived the pace of regulatory change to have increased in 2016 compared to 2015. With this in mind, how do they prepare for the inevitable requirement of regulation?

Front Office 2018: Structuring the Front Office for Scalability

Tuesday 22nd May 2018
TBC

Compeer will be drawing from our extensive database of over 20 years’ worth of benchmarking data in order to investigate the effects of the following on scalability: front office productivity, service offering, organisational structure, and reward structures.