WealthTech Talks: Advisor, Client, Business - Where to invest now?

Presented by

Stephen Wall, The Wealth Mosaic

About this talk

The fact that wealth management firms must invest in their technology infrastructure is clear. Even for the few remaining doubters. The Covid-19 pandemic has also shone a penetrating light on the lack of technological capability of some firms. Across their advisors, clients and their broader business, where should a wealth manager invest now, how do they determine the focus and what do they gain from the investment? With so much change across various aspects of their business, how does a wealth management firm start the process, do they rip out and replace, do they build on what they already have, how do they determine whether to buy or build, how do they navigate and select from the growing marketplace of vendors and how do they deliver value beyond the immediate here and now? These are some of the areas we explored in this webinar. Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Antony Bream, MD – UK, Northern Europe & Americas at Wealth Dynamix, Nikolai Hack, Head of Strategy & Partnerships at Nucoro, and Tessa Lee, Managing Director, moneyinfo, we discuss details on where a wealth management firms should invest in its technology infrastructure now and where, advisor focused, client focused, business focused or elsewhere.

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.