The Findings
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Measuring Impact - How to evidence your value to your client
Expert: Ruta Pereira, KPMG Facilitator: Chris Shaw, Dundas Consulting
21 March 2023
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On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023
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Process transformation - Ensuring a ROI is the key to success when investing in wealth technology
Expert: Nigel Armstrong (SS&C Blue Prism) Facilitator: Niall Buggy (Sionic)
21 March 2023
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Proposition Revolution - Embracing the latest tech trends to serve more customers
Expert: Peter Fairweather. Facilitator: Caroline Burkart
21 March 2023
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Clients of the Future. How to be more perceptive and receptive
Expert: Marie-Laure Humbert, Goldman Sachs Asset Management Facilitator: John Chapman: Catalyst Partners Ltd
24 November 2022