Using technology to improve the clients’ journey

Compeer, Nagarro and Salesforce would like to invite you to attend ‘Using technology to improve the clients’ journey’ at 3pm on Wednesday, 22 May 2024 at Salesforce’s office at Salesforce Tower in Bishopsgate, London.

More than 1 in 4 investors have seen the level of engagement with their main adviser reduce during the past year. Compeer have benchmarked the UK wealth management industry for over 30 years and understand from our proprietary research that many wealth managers need to improve the client journey or risk losing clients.

This event will examine:

Salesforce

Salesforce is the leading provider of cloud-based CRM software. It makes it easier for firms to connect with clients and prospects in a whole new way. Salesforce brings together all your data, from any source to provide deeper insights into your clients and prospects.

Nagarro

Nagarro are a global Digital Engineering company working with many of the global Fortune 500 companies with a large Salesforce advisory, implementation & support capability across all industries.

Event Information

15:00 – 15:30           Networking

15:30 – 15:35           James Brown, CompeerWelcome & Introduction

15:35 – 15:50           James Brown, CompeerKey issues surrounding the client journey and the benefits of getting it right

15:50 – 16:05          Neeta Mundra, Salesforce

16:05 – 16:20          Mark Foulds & Saumya Sharma, Nagarro

16:20 – 17:00           Wealth Management Panel Discussion – Chaired by Neeta Mundra (Salesforce)

(Paul Searby – Charles Stanley, Tom Lawson – London & Capital, Mark Harrison – Killik & Co, Alexandra Loydon – St James’s Place)

17:00 – 18:30           Networking

Neeta Mundra – Financial Services Transformation Leader, Salesforce

Neeta is a senior executive with a strong entrepreneurial spirit and a commitment to driving business outcomes with over 22 years of financial services technology and consulting experience. Over the years, she has performed various roles ranging from building platforms, delivering large-scale transformation programs to top banks and insurance companies, outsourcing, management consulting to heading regions. She has managed P&L (and large teams-400-500 people) to build successful, profitable and scalable business units and led strategic mergers & acquisitions.

At Salesforce she is a Financial Services Transformation Leader focused on driving growth and innovation. Besides her full-time role at Salesforce, Neeta is non-executive director and on the board of Women in Banking and Finance . She is very passionate about technology disruption, transparency in financial services, financial literacy for women and appears in various panel discussions. She is an angel investor in fintech start-ups and is particularly interested in women led fintech start-ups.

Neeta has won the “Exceptional Women of Excellence Award” at Women Economic Forum, Digital Transformation Leaders by Everywoman in Tech, Inspirational women by Women in Banking and Finance and was listed in the Power List by Innovate Finance, 3 years in a row.

Mark Foulds – Associate Consulting Director, Nagarro

Mark is a seasoned problem solver with a track record in strategic business transformation and leadership across premier Investment Banks and Asset Management firms globally. He started his career on the London Stock Exchange, progressed to trading FX for international banks, before founding an Equities Hedge Fund.

Mark’s pivot toward technology brought him to IBM’s Consulting Practice, where he honed his skills as a certified Management Consultant and Change Management expert. He has held pivotal roles, such as leading Business Strategy & Change for RBS’s Equities division, directing global equity transformation programmes at Deutsche Bank, and overseeing the implementation of eCommerce platforms at finance giants like JP Morgan and BNP Paribas. More recently, at Dassault Systèmes, Mark steered the Financial & Business Services Consulting unit, liaising with prominent clients across the UK, Europe, and North America.

Currently, Mark brings his expertise to Nagarro, where he continues to leverage his deep industry knowledge and consulting acumen, delivering customer-centric solutions that address the dynamic challenges of today’s Asset Management, Wealth Management, and Private Banking industries. Mark’s mission remains to forge personalized solutions that generate unparalleled customer value. ​

Saumya Sharma – Regional Head UK & Ireland – Salesforce Practice, Nagarro

Saumya is a Salesforce architect with 12 plus years of experience on implementing Salesforce solutions for clients in Industries such as FS, Health Care, energy and hi-tech.

Saumya is highly passionate about solving customer’s problems via enablers such automation, digital transformation, process mapping and KPI driven adoption and is always keen to explore on avenues wherein digitization can improve our day to day lives.

James Brown – Director 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.

Paul Searby – Head of Digital, Charles Stanley

Paul is a digital transformation leader converting Digital Strategy into value driven business and technology solutions that benefit clients and organisation alike. He has 20 years experience within the Investment, Asset & Wealth Management industries largely focused in the Change Management & Transformation disciplines.

Tom Lawson, CFA – Head of Change, London & Capital

As Head of Change at London & Capital, over the last 5 years Tom has overseen all projects that use technology to enhance the digital proposition and improve client experience. Prior to joining London & Capital, Tom led digital projects at HSBC and Deutsche Bank as a management consultant.

Mark Harrison – Chief Transformation Officer, Killik & Co

Mark Harrison is a technology, operations and transformation specialist with extensive experience in multiple aspects of the securities industry. He is a consultant by training and has worked in consulting roles in a very wide range of environments: fund managers, wealth managers and service providers. He has also held senior line jobs in a range of organisations including Cazenove & Co, Henderson, BNPParibas and Waverton Investment Management. He specialises in large scale transformation and outsourcing service provider management. He currently works for Killik & Co.

Alexandra Loydon – Director, Partner Engagement and Consultancy, St James’s Place

Alex is a Director in the Investment Division at St. James’s Place, responsible for distribution of the firm’s investment, banking and cash management propositions to SJP’s 4500 strong Partnership and 1 million clients.  A tax lawyer by background, with 15 years’ experience in wealth management, Alex has extensive knowledge of interfacing with HNW clients and is a huge advocate for embedding digital solutions to scale and drive financial awareness and better client outcomes.

Research Partner

Other upcoming events

Wealth Management Yearly Review 2024

Wednesday 26th June 2024
14.30 - 18.00

Sharing results from our in-depth annual benchmarking survey, Compeer will outline the key business performance trends for the UK wealth management industry.

ESG 2024: Is client demand being served effectively?

Wednesday 25th September 2024
15.00 - 18.00

Demand for ESG services continues to rise among high net worth investors. Wealth management firms are adapting their services, but is this enough? Compeer will review the comparisons between what is being offered and what clients wish to receive in the ESG space.

How To Achieve Profitable Growth

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.