That’s a big challenge for wealth managers when lower fees, time pressures, and legacy technology are making the delivery of a bespoke client service so much harder to do and justify.

So how can you deliver a client experience that feels highly personalised and bespoke, but is actually very cost effective and practical to deliver?

Join this live webinar to hear leading industry and technology consultants discuss the personalised future of wealth management and how your business can be part of it.

By attending this webinar you will:

· Find out how to achieve business growth with a client-centric proposition that’s repeatable and scalable across multiple segments and markets.
· Hear from an expert panel as they share their practical experience on where best to focus your time, resources and investment for the most immediate and future gains.
· Get up to date with the latest thinking and technology and tools available.

This webinar qualifies for CPD credits.

Who should attend this webinar?

CEOs, CTOs, COOs and other senior managers of wealth and investment management firms that want to deliver a highly bespoke client service in a controlled, scalable and cost-effective manner.

Presenters
Simon New

Iress

Lawrence Gosling

Group Editorial Director, Incisive Media

David Aston

Director - Wealth & Asset Management - Digital Transformation, EY

Etienne de Merlis

CIO, Signia Wealth