How to Keep Pace with the Technology Demands of D2C, Pensions and Regulation

ComPeer along with research partner EY, are setting out to test our hypothesis by interviewing wealth management CEOs and Heads of IT. We believe wealth managers are constrained by legacy IT architecture and some struggle to source the skills, knowledge and management capacity needed to meet the challenges associated with legacy systems.

The evolving environment in wealth management IT requires different technologies and capabilities. Direct to Consumer offerings, regulation and pension reforms are some of the major challenges faced by firms in the current environment. We believe the winners will need to transform their IT architecture in order to meet these challenges. We welcome you to attend and take part in the discussion.