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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