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

Other upcoming events

WealthTech 2018 – Using Technology to better understand your Clients

Wednesday 21st March 2018
16:00 - 20:00

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.

Front Office 2018: Structuring the Front Office for Scalability

Tuesday 22nd May 2018
16:00 - 20:00

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.

Wealth Management: The Yearly Review 2018

Wednesday 27th June 2018
08:00 - 13:00

Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues to grow. Find out if this continues to be the case at Compeer’s yearly review conference.