Throughout the year Compeer hosts seminars and webinars on topics of interest for the Wealth Management Sector. These topics include compliance, technology, front office efficiency, latest trends in wealth management, outsourcing and the clients’ view.
In this section details of upcoming seminars and webinars can be found including how to book your place.
Our next event
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