NEW WEBINAR: The Changing Technological & Digital Landscape

Compeer will start by setting the scene with the current expenditure on technology in wealth management, how this changed over the years and reviewing if firms have found the perfect balance between technology spend and driving business growth. It will raise the question as to what firms should be doing differently and where future investments will lie. To finish off the presentation we will cover the demand from clients in terms of digital services and where they believe significant improvements are required.

We will then be joined by leading suppliers to the industry to outline their latest developments and how they could have a material impact on the wealth management industry, assisting firms with improving technological efficiencies, driving future business growth and engaging with more clients.

Then our key note speaker, Dr Nicola Millard, will present ‘The autonomous customer: global trends shaping the customer experience’. It’s the 10th anniversary of BT’s global customer research, examining the trends and behaviours of customers in 12 countries. It looks at what they are looking for in customer experiences, what channels they are choosing, and their attitudes to AI and automation and Nicola will share the insights with us.

To finish off the webinar there will be an open Q&A session where all of our speakers will respond to any questions raised throughout the 35 minutes of presentations.

Event Information

16:00 – 16:06           James Brown, Compeer – “Introduction and the latest trends in technological spend in Wealth Management”

16:06 – 16.13           Jamie Whatley, Crealogix – “RM and Client in Lockdown: Engaging Wealth Clients Digitally”

16:13 – 16.20           Jamie Keen, aixigo – “Utilising Technology to Deliver Better Digital Advice”

16:20 – 16:35           Dr Nicola Millard, BT Enterprise CTIO – “The autonomous customer: global trends shaping the customer experience”

16:35 – 16.45           Questions & Answers

James Brown, Head of Client Services – Compeer

James joined Compeer in October 2006 as an analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics.  Today he manages Compeer’s team of analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards, and is actively involved in bespoke research projects.

Jamie Whatley, Director – Sales and Account Management – Crealogix

Jamie leads sales and account management at CREALOGIX in the UK. With over 20 years of experience in our software business, he is an expert in the technology strategy and practical change management needed by wealth management firms and private banks pursuing digital transformation.

Jamie Keen, Country Manager, UK & Ireland – aixigo

Jamie Keen is Country Manager, UK & Ireland at aixigo. Jamie has over 20 years’ experience in financial services, holding senior sales positions at both Standard and Poor’s and Morningstar, where he managed the global relationship with tier one banks and asset managers. Most recently Jamie was Director of Sales & Partnerships at UK fintech firm WealthObjects, where he led the development of the brand and sales strategy across EMEA.

Dr Nicola J. Millard, Principal Innovation Partner – BT Enterprise CTIO

Once described as “human caffeine” on Twitter, Dr Nicola Millard injects a positive, people-centred expresso shot to innovation and future strategy. Half social scientist, half technologist, all academic, she uses techniques from disciplines such as design thinking, psychology, anthropology, computing, theatre and business consulting to generate data, provocations and stories which can engage and create conversations from the board room, to the front line. No frothy coffee; just solid research. In her long and varied career at BT – mostly based at BT’s main UK research & innovation centre in Ipswich – Nicola has done a number of jobs, including futurology, research, usability, customer service, marketing, and business consulting. She was involved with a number of BT firsts, including the first application of artificial intelligence into BT’s call centres, BT’s initial experiments with home working, and helping to develop BT’s “net easy” score, a new way of measuring customer experience.

Her most recent areas of specialism are consumer trends/customer experience and the digital workplace/future of work.

Nicola got her PhD from Lancaster University in 2005 on motivational technologies in contact centres, and published her first book in 2009.
Nicola is an award winning presenter, with 2 TED talks and hundreds of conference panel, chair and keynote sessions under her belt. She regularly pops up on radio & TV around the world, including appearances on ‘Woman’s Hour’, ‘Tech Tent’, ‘The Genius of Invention’ and ‘Back in Time for the Weekend’ for the BBC.

She is a judge on a number of award panels, including the Institute of Customer Service, the CCMA and the Association of Business Psychology. In 2019 she was listed as one of the top 10 UK CX Influencers by Customer Experience Magazine.

Research Partner


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Tuesday 1st October 2024
15.00 - 18.30

Compeer, who have benchmarked the UK wealth management industry for over 30 years, have highlighted that just under 40% of wealth management firms currently make a loss or return less than 10% net margin. The average net margin for the wealth management industry, as a whole for 2022, is 23%, which appears healthy.

This event will examine why so many firms are poorly performing and the practical measures they can take to improve their performance.