WealthTech Talks: Automation & Covid - How Wealth Managers Have Responded

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

The Covid-19 pandemic has had a huge impact on the world in which we live, disrupting many of the day-to-day things we have always taken for granted like meeting in person, socializing, shopping and much more. For the wealth management sector, the pandemic has put a stop to a core aspect of the market’s traditional model – face-to-face meetings with clients. However, the effects of Covid-19 and how the industry has had to respond go much further and, specifically, touch upon the need for automation. If people can’t meet and can’t be in offices and do many of the manual and office-based tasks of old, they need systems and processes to plug the gap. Covid-19 has shone a bright light on inefficiency and the need to automate many of the mundane, day-to-day tasks so central to the business of wealth management but not necessarily requiring human intervention. In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic, Chris Fragkos, Business Development Manager, at Profile Software, and Ian Woodhouse, Head of Strategy and Change at Orbium - Part of Accenture Wealth Management, will discuss the level of automation in wealth management and the impact of Covid-19. With the panel, we will look at the industry’s view of automation, considering what expectations, focus and processes wealth managers had pre-Covid-19 and how the pandemic has changed them (if at all). We will seek to tackle topics such as client communications being 24/7 and via a multitude of different channels, the provision of proactive and personalised advice, commentary and ideas and the role is of technology to achieve automation enabling the adviser.

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