WealthTech 2016

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.

Event Information

15:30 – 16:00    Registration and Refreshments

16:00 – 16:10    Introduction: Roy Wood (Master of Ceremonies)

16:10 – 16:30    Saxo – How Outsourcing Can Improve Your Digital Offering

16:30 – 16:45    Nikolai Lysiuk, Senior Analyst, ComPeer

16:45 – 17:05     GBST – Research Response

17:05 – 17:35     Networking Break

17:35 – 17:55     EY – Research Response

17:55 – 18:25     Graeme McGowan, Technical Director, BeCyberSure

18:25 – 18:40     Kostas Kotsiopoulos, Global Sales Director, Profile Software

18:40 – 18:50     Summary: Roy Wood (Master of Ceremonies)

18:50 – 20:00     Networking, Drinks and Canapés

Research Partner


Other upcoming events

Wealthtech 2021 Webinar – The ‘Next Normal’ Post COVID-19

Wednesday 28th April 2021
16:00 - 17:10

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

WEBINAR – Post Virus – Is this the new way of working?

Thursday 13th May 2021
16:00 - 17:00

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.

Wealth Management – The Yearly Review 2021

Thursday 24th June 2021
16:00 - 17:15

Compeer will share the latest results from the annual benchmarking survey. This will include all of the key business performance metrics.