Compeer, along with our research partner IRESS, will be exploring how and to what extent software suppliers to the wealth management industry have improved their products and services over the last few years.

Compeer’s research suggests that software suppliers have so far not delivered quite what the sector needs. A number of new software firms have entered the industry in recent years, encouraging existing suppliers to improve their offering. We believe the time to review the quality of products and services offered to the industry has come. Compeer will interview CEOs, COOs and Heads of Technology at firms who have, or who are about to, change any of their core business systems, including the back and front office, digital and CRM components of their IT infrastructure.

Compeer will examine their decision-making process and experience of change, presenting and discussing the results at this year’s seminar.