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

Clients’ View 2018: The Value of Brand

Wednesday 5th December 2018
08:00 - 13:00

Compeer will once again be interviewing 1,000 end investors of varying wealth levels to understand their views and expectations of the UK wealth management industry, with brand being the hot topic.

Compliance 2019 conference

Thursday 7th February 2019
08:15 - 13:00

Results from interviews with Senior Compliance Executives, discussing how the firms are progressing with new regulations and any issues arising.