THE CONTEXT:
Working with The Wealth Mosaic, Owen James launched a WealthTech Matters The Series. The series includes three events and each has a different focus, the client, the adviser and the overarching business model.
The invited delegates are typically the Chief Operating Officers or Chief Technology Officers of the wealth management, private banking and very top end advisory distributor world. On this occasion there were some 50 participants.
The event is sponsored by firms who are keen to engage with this group on a strategic basis. They are able to bring their specialist expertise to the table (or screen) and if there is an interest in pursuing a further conversation off line then Owen James will seek to facilitate that.
The following are the headline findings captured from the outputs from the interactive roundtables held at the most recent iteration that focused on The Client.
THE GOAL:
The goal of these events is to provide the delegates with an opportunity to share and contrast experiences with their peer group. On this occasion, it was an opportunity to explore the wide range of technology that now exists to increase the efficiency, speed and effectiveness of your employees and to earn what technology tools can do for your employees.
THE FORMAT:
The event is a blend of keynotes from external speakers, whose remit is to encourage new thinking and insights, interactive roundtables examining the key issues and challenges the delegation face, TechTalks – short sharp and entertaining updates on solutions being offered to solve some of the issues raised and finally networking.
THE SPONSORS
We would like to thank all our sponsors whose financial contribution enabled WealthTech Matters to take place.
Their motivation is threefold:
- To be, and to be seen as being supportive of the industry
- To understand the stresses and strains being placed on the industry and, where possible, respond to them
- To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned
THE FACILITATORS:
We would also like to thank our facilitators.
The roundtables are key to the success of these events and integral to that role are our facilitators. We are very grateful for the help of
- Robert Harradine, Ammonite Wealth
- Paul Miles from Silverback Consulting
- Adam Jones, Redington
- Gilly Green, Sionic
- Nial Buggy, Sionic
- Stephen Wall, The Wealth Mosaic
Their role was to ensure that the roundtables maintained their focus and to encourage participation.
THE ROUNDTABLE WRITE UPS:
The following are the headline outputs from the roundtables which took place on the day. Hopefully a useful aide memoir to those of you who were there. The roundtables operate under Chatham House rules so apart from the expert and facilitator no names or companies are mentioned.
The Findings
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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 2022WealthTech Matters The Client - 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 2022WealthTech Matters The Client - 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 2022WealthTech Matters The Client - 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 2022WealthTech Matters The Client - March 2022
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Retirement drawdown. Delivering better client outcomes through technology
Expert: Paul Hogg, Senior Business Development Manager at EV. Facilitator: Joseph Marti, Associate Director, Alpha FMC
10 March 2022WealthTech Matters The Client - March 2022
