Building an Effective Business Case for WealthTech CLM

Presented by

Oliver Smith, Managing Editor, AltFi

About this talk

A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer. But how are they doing it? Is there a clear business case? And what does the future hold for these more digital-savvy private banks? This in-depth discussion provided a holistic viewpoint from clients and vendors. Speakers: Wasim Khouri, Chief Strategy Officer, Monument Johnny Beloe, Director of Pre-Sales, Wealth Dynamix William Rouse, Commercial Director, UK, MEA & NA, Wealth Dynamix Oliver Smith, Managing Editor, AltFi

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AltFi provides market-leading news, opinion, insights and events for the rapidly-growing alternative finance and fintech community. Our core focus is on disruption to lending, banking and investing, including alternative lending, challenger banks and digital wealth management. In addition, AltFi runs major industry events around the world.