Annual Digital Integration in Wealth Management 2024
All event, early-bird and discount information you need to know for the Annual Digital Integration in Wealth Management 2024 conference
The wealth management industry is facing a growing need to better understand how to create a personalised offering for their clientele and where to strike the balance between a digital and fiscal offering, as they operate in an increasingly digital landscape and serve clients of the next generation.
With so many digital and technological options accessible, it is crucial to select and integrate the best digital processes and solutions into the company.
The Digital Integration in Wealth Management conference provides crucial insights to assist organizations in providing superior service for cross-generational customers. It is the only event devoted to improving the whole wealth management process, from client-facing services to back-end operations.
Date
March 19-20, 2024
Time
08:00 AM to 06:00 PM
Place
London, UK
Discount information for Annual Digital Integration in Wealth Management 2024 available below!
Organizer
Arena International
Category
Conference
Event Agenda
Annual Digital Integration in Wealth Management conference covers a broad range of topics. The themes outlined below will serve as an indication what to expect during the conference. A more detailed agenda is available on the event website:
- Using Digital Tools to Deliver Financial Planning at Scale
- Maximising Hybrid Advisory to Improve Investment and Client Services for the Long-Term
- Harnessing The Power of Educating Clients for Better Communication
- Entering An Era of Product Engagement in AI Within Private Banking
- Check out the entire agenda here
Speakers
- Umar Zaman (BNY Mellon)
- Colin Blackwell (Hyperion Fintech)
- Helen Russell-Hughes (Charles Stanley)
- Philip Braude (Braude Wealth)
- Read more here.
Price
Vendor/Service/Solution Provider Delegate
£1999 (excl. VAT)
Discount Information
Below you will find all important details about early-bird tickets and discount vouchers you can use for this event.
Early-Bird Discount
Unfortunately, we are currently not aware of any discount codes. We will update this section as soon as we come across.
Location Details: Annual Digital Integration in Wealth Management 2024
County Hall
etc.venues, County Hall, Belvedere Rd
London SE1 7PB, UK
