The Findings
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Let's Talk Dashboards
The session covered the extent to which a central user-facing technology platform, or dashboard, can serve to bring together information from multiple systems, delivering a real-time, comprehensive view of all points in the advice process, aiding client service management and facilitating more efficient business operations.
24 September 2020
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Open Banking and Open Finance
Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.
24 September 2020
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The Future Wealth Adviser
Hosted by Wealth Dynamix, with discussion led by Ian Woodhouse, Head of Strategy and Change at Orbium, this round table explored the biggest challenges facing advisers in a post-Covid world, how technology is being used to reduce their administrative burden and increase revenues, as well as a forward look at what the future wealth adviser might look like and the role of technology in helping them succeed.
24 September 2020
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Business Purpose / Brand Authenticity - How to embed it into the business
Business Purpose / Brand Authenticity - How to embed it into the business. Strategy must come from purpose, there is no single approach but whatever it is, it must be real and go beyond the about us.
17 September 2020
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ESG- The momentum is there - now we need some standardised metrics to measure performance
ESG- The momentum is there - now we need some standardised metrics to measure performance
17 September 2020