WealthTech 2018 - Using Technology to better understand your Clients

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.

We will show how technology can simultaneously help to provide innovative services and a seamless client experience while doing so in a way that drives business efficiency. In-depth interviews will be held with the decision makers that are helping to steer the technological development of the UK wealth management industry.

VIEW THE E-BROCHURE BELOW:

Event Information

15:00 – 16:00 Registration and Refreshments

16:00 – 16:10 Introduction: Master of Ceremonies, Dr Tim May

16:10 – 16:40 Dr Nicola Millard, BT Global Services – Chat, tap, talk: trends to transform your digital customer experience

16:40 – 17:00 James Brown, Compeer – Research Results

17:00 – 17:30 Networking Break

17:30 – 17:50 Daryl Roxburgh, BITA Risk – What do you want to know?

17:50 – 18:10 Paul Stallard, Hurndall-Stallard Associates – Is technology driving new marketing models?

18:10 – 18:50 Wealth Management Panel Session

18:50 – 19:00 Summary: Master of Ceremonies, Dr Tim May

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

Research Partner

Media Partner

Using technology to improve the clients’ journey

Wednesday 22nd May 2024

15.00 - 18.30

More than 1 in 4 investors have seen the level of engagement with their main adviser reduce during the past year. Compeer have benchmarked the UK wealth management industry for over 30 years and understand from our proprietary research that many wealth managers need to improve the client journey or risk losing clients.

This event will examine client expectations, practical measures for improving client knowledge and the benefits of technology.

Wealth Management Yearly Review 2024

Wednesday 26th June 2024

14.30 - 18.00

Sharing results from our in-depth annual benchmarking survey, Compeer will outline the key business performance trends for the UK wealth management industry.

ESG 2024: Is client demand being served effectively?

Wednesday 25th September 2024

15.00 - 18.00

Demand for ESG services continues to rise among high net worth investors. Wealth management firms are adapting their services, but is this enough? Compeer will review the comparisons between what is being offered and what clients wish to receive in the ESG space.

WealthTech 2018 – Using Technology to better understand your Clients