Compeer will share the latest research findings related to ESG in the UK Wealth Management Industry.
Further details to follow …
Compeer will share the latest research findings related to ESG in the UK Wealth Management Industry.
Further details to follow …
Further details to follow …
Please complete the form below to register your interest in this webinar. If you are experiencing any problems viewing the form please email events@compeer.co.uk and a member of our team will get back to you.
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Whilst the industry’s technological capabilities remain immature relative to the financial services sector, there is now an unprecedented need for wealth management firms to address changed client expectations and to utilise technology to transform their service delivery and operating model
Our webinar aims to look more closer at this opportunity and highlight the role WealthTech can play in the following areas:
– Enhancing client experience through digital channels
– Shaping the future of the workplace
– Reducing operating costs through new efficiencies
Research suggests most will favour a blend of workplace in the future – onsite and offsite – where their roles allow. What are the quick wins and the strategic moves in this area that support wellbeing, work-life balance and deliverables ongoing? Within wealth management, cultural changes are required, especially for an industry built on strong personal relationships and face to face meetings.
Compeer will share the latest results from the annual benchmarking survey. This will include all of the key business performance metrics.
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