The Front Office of the Future: Investing in your Client

The front office is the biggest single item of cost for most wealth management firms and varies widely.

Compeer will be presenting our latest research on current front office efficiency, identifying where inefficiencies lie and suggesting possible future directions of the front office at our event on May 18th.

We will analyse front office scalability, productivity, staff remuneration and turnover, and client satisfaction and new business performance, highlighting areas for improvement. Come and hear keynote industry speakers and Compeer’s research, where attendees can discuss ways of increasing efficiency and controlling costs in this vital area, with clear client service benefits.

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

CPD certificates will be issued shortly after the seminar.

Event Information

15:00 – 16:00         Registration and Refreshments

16:00 – 16:10          Introduction: Master of Ceremonies 

16:10 – 16:30          Moneyinfo – Future of the digital front office

16:30 – 16:45          Nikolai Lysiuk, Compeer – Research Results

16:45 – 17:05          IRESS – Response to the front office research

17:05 – 17:35          Networking Break

17:35 – 17:55          Wealth management case study

17:55 – 18:25         Heads of Front Office panel session

18:25 – 18:30          Summary: Master of Ceremonies 

18:30 – 19:30          Networking, Drinks and Canapés

Research Partner

Media Partner

Sponsors

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