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Breakfast Briefing “Adapting to a rapidly changing Wealth Management business to ensure tomorrow’s growth”

29th May 2018 – Objectway and MCI are delighted to invite you to their breakfast briefing in Sandton, Johannesburg this June.

With a new generation of clients emerging, coupled with changing regulations, wealth managers are under pressure to transform their business models and adopt new technologies to support the customer journey. To keep abreast of how to deal with these challenges and get a glimpse into emerging technologies and their agile adoption, we invite you to join our two hour event. Join us for breakfast and network with industry peers to explore the latest trends that are converging to create the new Wealth Management landscape.

Agenda

21st June 2018

08:00am – 08:45am

Registration & Breakfast

08:45am – 09:10am

Global Trends in Wealth Advisory: Going beyond Robo

David Wilson, Director Objectway SA

Digitalisation can meet human needs but also needs the human factor, blending robo capabilities with personal interaction to effectively mass-customise personalised investment advice.

09:10am – 09:35am

Digitising the Customer Journey – gearing up for improved customer servicing

Jan Rabbets, Parter MCI

MCI will outline how they are adapting new ideas and technology to offer their next generation of front and back office platforms.

09:35am – 10:00am

Exploring the future of the Wealth Management Industry in SA

Magnus de Wet, Director Vista Wealth Management

Magnus de Wet will offer his predictions on what will change the industry and how we need to adapt our business models, technology and processes in order to take advantage of the changing landscape.

10:00am

Session Conclusion & Networking

Event Information

Thursday, 21st June 2018, 8am – 10am, Radisson Blu Gautrain Hotel Sandton Cnr Rivonia Road and West Street, Sandton 2196