WealthTech 2017: The Death of Legacy?

  • WealthTech 2017: The Death of Legacy?
29 March 2017

15:00 - 20:00

Fishmongers' Hall, London

Get Tickets *Price per ticket £0.00 (Including VAT)

Please call 020 7648 4830 or email compeerevents@compeer.co.uk

Please feel free to forward this invite to your colleagues. The cost to attend is £0.00 + VAT/attendee

Compeer, along with our research partner IRESS, will be exploring how and to what extent software suppliers to the wealth management industry have improved their products and services over the last few years.

 

Compeer’s research suggests that software suppliers have so far not delivered quite what the sector needs. A number of new software firms have entered the industry in recent years, encouraging existing suppliers to improve their offering. We believe the time to review the quality of products and services offered to the industry has come. Compeer will interview CEOs, COOs and Heads of Technology at firms who have, or who are about to, change any of their core business systems, including the back and front office, digital and CRM components of their IT infrastructure.

 

Compeer will examine their decision-making process and experience of change, presenting and discussing the results at this year’s seminar.

 


 

 

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

 

CPD certificates will be issued shortly after the seminar

 

15:00 - 16:00    Registration and Refreshments


16:00 - 16:10    Introduction: Master of Ceremonies


16:10 - 16:30    Peter Schramme, Objectway - Wealth Management at the digital frontier - Digital solutions considerations


16:30 - 16:45    Sarah Hyams, Compeer - Research Results


16:45 - 17:05     Andrew Foster, IRESS - Research Response


17:05 - 17:35     Networking Break


17:35 - 17:55     Jerry Crossfield, L3C - We need to talk about Legacy


17:55 - 18:25     Matt Pitchford, Amazon Web Services - Delivering innovation to your biggest and oldest applications


18:25 - 18:55     Fintech Solutions - How innovative and modern technology can solve specific challenges faced by wealth management firms


18:55 - 19:00     Summary: Master of Ceremonies


19:00 - 20:00     Networking, Drinks and Canapés

Please complete the form below to register for the event. If you are experiencing any problems viewing the form please email events@compeer.co.uk to submit your registration.

 

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

 

With thanks to our Partners and Sponsors

 

Research Partner                    

 

                                                                                            

 

 

 

 

 

 

 

                                                                          

 

Media Partner                   

                                                                    

 

 

 

Sponsors