Building an Effective Business Case for WealthTech CLM

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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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This webinar channel is for members of the rapidly-growing European fintech industry. Here you will find discussions with leading industry figures on topics such as the future of AI and trends defining the market. Discover other events and the latest fintech news and analysis at altfi.com.