Objectway and Goodacre are delighted to extend a complimentary invitation for you to join us at our next thought-leadership session, focused on innovation within Front Office operations and technologies.
Our presenters will explore the various key transformations that are evident within modern Front Office activities. The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.
We are pleased to receive insight from:
Head of Front Office Digital at Investec
Using Technology for operational efficiencies
A whole world of opportunities exist here from the use of Robots to remove repetitive time consuming tasks to building automation into processes such as Trading Middle and Back Office processes.
Director at Objectway
Boosting Front Office Productivity
Discover how to increase the Front Office productivity and support the whole digital investment management process.
The session will be chaired by Phillip Bungey, Chief Operating Officer at SEVEN INVESTMENT MANAGEMENT.
When: 3rd July 2019 – 08.30 am / 11 am prompt.
Where: The Devonshire Club, 5 Devonshire Square, Spitalfields, London, EC2M 4YD.
No charges are involved and the briefing qualifies for 2 hours of certificated CPD. The Chatham House Rule will apply.
The session is reserved to financial institutions only.
A breakfast buffet will be served. Please inform us of any dietary requirements.