Objectway and Goodacre are delighted to set our next joint thought-leadership session “Front Office Goes Digital”, which will focus 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.
Agenda:
08:30 Registration and Tea & Coffee
09:20 Introduction by Chairperson | The Future of the Front-Office
ERNST & YOUNG LLP | Gary Logan; Associate Partner – Global Wealth & Asset Management
09:40 Combining Quantitative and Qualitative Data to Maximise Efficiency & Scalability
CHARLOTTE SQUARE IM; Andrew Spence, COO & Investment Director
10:10 Boosting Front Office Productivity
OBJECTWAY; David Wilson, Director
10:35 Final Questions and Networking
The session is reserved to financial institutions only. Registration is subject to confirmation by the organization.
Information:
When: 24th September 2019 – 08.30 am / 11 am prompt.
Where: Apex Waterloo Place Hotel, 23-27 Waterloo Place, Edinburgh, EH1 3BH.
No charges are involved and the briefing qualifies for 2 hours of certificated CPD. The Chatham House Rule will apply.
A breakfast buffet will be served. Please inform us of any dietary requirements
