The Findings
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The sleeping dragon - investing in china during war and peace
Expert: Elliot Hentov PhD, Head of Policy Research, Global Macro, SSGA. Moderator: Blaise Cardozo, Director, Sionic
17 March 2022
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Client Experience: Serving your client right in a digital world
Expert: Eric Tyree, Head of Research and A.I. at Blue Prism. Facilitator: Niall Buggy, Sionic
10 March 2022
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Digital engagement in wealth management. How can technology deliver a superior relationship between clients and advisors?
Expert: Johnny Beloe, Director of Pre-Sales & WDX1 Product Strategy at Wealth Dynamix
10 March 2022
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Enhancing client communications. Creating a holistic digital relationship with your clients.
Expert: Chris Ansara, Alt/Ave. Facilitator: Paul Miles, Silverback Consultancy
10 March 2022
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Leveraging data into customer experience
Experts: Shelley Doorey-Williams, Partner, Wealth & Asset Management and Alan Thomas, Senior Associate, Advisory at KPMG. Facilitator:
10 March 2022