The Findings
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Automate to elevate – how to scale whilst lowering operating costs and heightening customer experience
Expert: Nigel Armstrong, Head of Wealth and Asset Management Solutions at SS&C Blue Prism Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024
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Balancing act – unlocking productivity to deliver an improved client experience
Expert: David Hinton, Chief Operating Officer, SEI Facilitator: Gilly Green, Board Advisor and Management Consultant at FoxRed Insight
07 March 2024
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Data driven – how to evidence value with a ‘less is more’ approach
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024
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Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024
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Feeling the margin squeeze - how to thrive in a cost-cutting environment
Expert: Milan Patel, Global Head of Sales Engineering at FA Solutions Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024