Ladies and Gentlemen, for one day only, Synpulse, Wealth Dynamix and The Rudin Group invite you to the ultimate battle: Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.
Date: Tuesday, May 19, 2020
Time: 10:00 EST | 15:00 BST | 17:00 CEST
Some background to this bout:
While wealth managers always have (and always will) invest in technology aimed at improving the cost-income ratio,in recent years they’ve also channeled significant effort and expenditure into client-facing technologies to digitize and improve the client experience. And rightly so, 85% of HNWI’s want more digital interaction from their wealth manager.
But have relationship managers been overlooked in the drive to achieve digital transformation, despite their critical role in engaging and retaining clients? Around 20% of a relationship manager’s time is spent on repetitive, manual administration tasks. There are plenty of opportunities to invest in automation technology, achieve operational efficiency and redirect their time towards revenue creating, value-added tasks.
Who will win the battle for the budget: established champion Operational Efficiency or young pretender Client Experience? There’s only one way to find out.
Let’s get ready to rumble…
Join the LinkedIn Live event to see:
We’re delighted to welcome the incomparable April Rudin, wealth management industry expert and leading social influencer, to referee and ensure a clean debate for the title.
Wealth managers and private banks who are looking to further understand how technology impacts the client experience while saving a buck or two are welcomed to register for the VIP section and enjoy a ringside seat for the battle of 2020.
22 November 2022
Is your firm well equipped to adapt to the growing trend of External Asset Managers? Across Europe, the rise of the EAM is a trend that couples huge potential gains but adds complexity for banks and wealth management firms. Without a CLM you could be missing out on a bridge to increased revenues and reduced costs.
3 min. read
10 October 2022
Discover the ten-fold benefits of an end-to-end CLM solution built by wealth management experts with our latest e-book.
3 min. read
29 September 2022
Tom Burroughes, Group Editor for WealthBriefing recently interviewed Gary Linieres, our CEO & Co-founder about his views on outsourcing, the current requirements of firms and the benefits of change.
3 min. read