Webinar: Scaling your back office operations

The wealth management industry has responded to a year of unprecedented change by embracing a more flexible operating model.  Whilst the primary focus for firms has been to maintain client relationships and utilise digital channels to strengthen interactions, the underlying importance of back office operations in supporting this has also been recognised. 

Following a period of remarkable resilience, asset growth has more recently been dependent on market movement and acquisitions. Wealth management firms have also faced rising costs and decreasing revenue margins.  Meeting future business growth ambitions against such conditions will increasingly require firms to address the scalability of their back office operations.    

Our webinar aims to look more closely at how cost reductions and productivity gains can be achieved through the following means:

Please use the form below to register your interest in attending this webinar. A member of the Compeer team will then be in touch shortly.

There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.

CPD certificates will be issued shortly after the webinar.

Event Information

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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