Powering client-centric growth in wealth management

How digitalisation and technology can be used to enhance the experience of wealth and asset management clients

 

In the rapidly evolving technology landscape, client expectations are increasing, with a demand for the latest tailored solutions. Capgemini’s Client Centricity in Wealth Management Report states that while wealth management firms have invested billions of dollars in initiatives that promise to improve the client experience, many struggle to measure the impact of those investments on client loyalty.

 

Financial services firms are also facing heavy competition from firms offering personalised and unique client experiences. The recent Capgemini World Wealth Report states that, while half of HNWIs is content with their wealth managers, over a third are contemplating a switch very soon and only 18% of affluent clients are happy with their current wealth manager.

 

To stay ahead, wealth management firms must focus on developing more client-centric solutions, ensuring they stand out in a highly competitive market, but are facing numerous internal barriers in doing so.

 

Business Reporter is hosting an exclusive leadership roundtable discussion that will explore the current state of client experience in wealth management, covering the most effective ways to take a client-centred approach to service. We will consider the leading practices in wealth management, including broad strategic initiatives that forward-thinking firms are pursuing to become more client centric. And we will evaluate the main drivers that are client-centric growth in management.

 

Join us as we discuss how to use digital technology to optimise client experience.

 

The meeting will focus on:

 

• Why has the wealth management industry been slow to embrace digital technology? What are the obstacles to investing in digitalisation and how can they be overcome?
• How can digital technology help strengthen relationship manager productivity and success?
• How can personalisation technology be used to enhance customer satisfaction and increase conversion and loyalty levels?
• What are the forces driving change in CX? How are technologies such as cloud and edge computing, data analysis and artificial intelligence driving increased customer satisfaction?

 

Who is invited?

This breakfast event is designed for senior decision makers in the wealth management industry who wish to discuss optimising client experience. Delegates will be employed as wealth management leaders (marketing, product, digital, and analysts), in leading organisations in the wealth management and asset management sector.

 

Be one of 12 executive wealth and asset management professionals around our breakfast table at the Goring Hotel in central London. For any enquiries, please contact Mergim on 020 8349 6458 or email m.begolli@business-reporter.co.uk.

 

The breakfast discussion is brought to you by Capgemini and Adobe and is only for senior executives as described above. Registrations of junior professionals, consultants, solution providers or other sellers to this market won’t be accepted. To be eligible you must be employed by a corporate legal entity such as a private company. If you are a sole trader or in a partnership other than a legally incorporated partnership, we will be unable to offer you a place.

 

This breakfast event is free of charge to attend.

 

When you register, we will ask you for your corporate email address which we will share only with the event sponsor(s). See our privacy policy.