WealthTech 2018 - Using Technology to better understand your Clients

Compeer’s WealthTech 2018 event will explore how firms can use data and systems in order to best serve existing clients, and to use this knowledge to attract new clients.

We will show how technology can simultaneously help to provide innovative services and a seamless client experience while doing so in a way that drives business efficiency. In-depth interviews will be held with the decision makers that are helping to steer the technological development of the UK wealth management industry.

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Event Information

15:00 – 16:00 Registration and Refreshments

16:00 – 16:10 Introduction: Master of Ceremonies, Dr Tim May

16:10 – 16:40 Dr Nicola Millard, BT Global Services – Chat, tap, talk: trends to transform your digital customer experience

16:40 – 17:00 James Brown, Compeer – Research Results

17:00 – 17:30 Networking Break

17:30 – 17:50 Daryl Roxburgh, BITA Risk – What do you want to know?

17:50 – 18:10 Paul Stallard, Hurndall-Stallard Associates – Is technology driving new marketing models?

18:10 – 18:50 Wealth Management Panel Session

18:50 – 19:00 Summary: Master of Ceremonies, Dr Tim May

19:00 – 20:00 Networking, Drinks and Canapés

Research Partner

Media Partner

Compliance 2025: Enhancing trust and transparency

Wednesday 26th February 2025

15.00 - 18.00

To kick of the event calendar year we are delighted to invite you to our Compliance 2025 event, reviewing the impact regulations such as Consumer Duty have had on the UK wealth industry.

We are also delighted to once again be joined by the FCA to discuss ongoing expectations from the regulator.