Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
The importance of a financial planning proposition to engage and service clients in the modern wealth management sector is increasingly clear. The demand from clients is rising as they realise the importance in planning their financial lives for retirement and more broadly, the complexity of the process requires professional knowledge and guidance, the role of regulation is driving engagement, and also consequences for non-compliance in areas such as suitability, while wealth managers also see the benefit of delivering financial planning from the perspective of forming deeper and more resilient client relationships. With greater need, more complexity, diversity of products, stricter regulations and a need for the means to engage clients, there is very clearly also a leading role for technology in bringing financial planning to as many clients as possible.
In this webinar, Mario Bassi, Senior Advisor at The Wealth Mosaic, will host Guillaume Foucard, Product Manager at Finantix, Andreas Mettenberger, Head of Business Innovation & Growth Hong Kong, Director, Synpulse, and Matt Heine, Joint Managing Director, Netwealth, to delve deeper into what role financial planning has today in the wealth management sector and how technology can further enhance the offering. Specifically, the panel will discuss the driving forces of change in the financial planning sector, the challenges facing the financial planning industry, what the wealth management industry can deliver through the use of technology, how retirement strategies differ per region / country and what that means for the technology, the technology roadmap and more on what we might see looking forward.