WealthTech 2017: The Death of Legacy?

Compeer, along with our research partner IRESS, will be exploring how and to what extent software suppliers to the wealth management industry have improved their products and services over the last few years.

Compeer’s research suggests that software suppliers have so far not delivered quite what the sector needs. A number of new software firms have entered the industry in recent years, encouraging existing suppliers to improve their offering. We believe the time to review the quality of products and services offered to the industry has come. Compeer will interview CEOs, COOs and Heads of Technology at firms who have, or who are about to, change any of their core business systems, including the back and front office, digital and CRM components of their IT infrastructure.

Compeer will examine their decision-making process and experience of change, presenting and discussing the results at this year’s seminar.

Event Information

15:00 – 16:00    Registration and Refreshments

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

16:10 – 16:30    Peter Schramme, Objectway Wealth Management at the digital frontier – Digital solutions considerations

16:30 – 16:45    Sarah Hyams, Compeer – Research Results

16:45 – 17:05     Andrew Foster, IRESS – Research Response

17:05 – 17:35     Networking Break

17:35 – 17:55     Jerry Crossfield, L3C – We need to talk about Legacy

17:55 – 18:25     Matt Pitchford, Amazon Web Services – Delivering innovation to your biggest and oldest applications

18:25 – 18:55     Fintech Solutions – How innovative and modern technology can solve specific challenges faced by wealth management firms

18:55 – 19:00     Summary: Master of Ceremonies

19:00 – 20:00     Networking, Drinks and Canapés

Research Partner

Media 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.