Wealth Management at the Digital Frontier

Join Compeer and Objectway for a breakfast briefing on 10th May to hear about the challenges and opportunities around digital wealth management.

Our research will look at the major current issues that wealth management firms face with respect to their technology and how they plan to address these in the future. Learn about the part that digital technology will play and how it is perceived as a tool for operational improvement and also enhancing the client experience.

There is no charge for this briefing for representatives of wealth management firms and private banks.

Event Information

08:00 – 08:45           Networking & breakfast

08:45 – 09:05           Compeer – The pros and cons of digitisation in wealth management

09:05 – 09:30           Objectway – Leveraging a Digital wealth management platform to improve Advisor-Client relationship

09:30 – 10:00           Networking

Research Partner

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28th June 2017
08:00 - 13:00

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Outsourcing Conference 2017

Outsourcing Conference 2017

5th October 2017
16:00 - 20:00

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Clients’ View Conference 2017

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29th November 2017
08:00 - 17:00

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