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.


There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

CPD certificates will be issued shortly after the seminar.

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

Please complete the form below to register for the event. If you are experiencing any problems viewing the form please email events@compeer.co.uk to submit your registration.

Research Partner

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