The Wealth Management Firm of 2025 – Join the Webinar!
First session on: “The Wealth Management Firm of 2025”
Objectway is delighted to introduce “Thursdays with Objectway” the new series of webinars where our team will cover the industry hot topics and trends.
Don’t miss the first session, co-presented with Compeer, focusing on the results of the exclusive report “The Wealth Management firm of 2025”.
Compeer, the specialist in business performance benchmarking & bespoke research for the wealth management industry, working in association with Objectway, hosted a series of workshops with over 20 Senior Executives from Wealth Managers, with expertise in business strategy, operations, marketing and technology.
Attend the webinar to understand the key issues firms are currently facing, where improvements are required and how the Wealth Mangers believe the industry will adapt and evolve over the next five years, thereby forming an image of the Wealth Management firm of 2025.
During the webinar we will be exploring the following topics:
- Automation wherever it adds value and efficiency, whilst implementing software solutions that work in synergy.
- The need for CRM to evolve into a client management system covering on-boarding, re-boarding, client reviews.
- The integration with front-end tools and back-offices systems.
- The cloud, security, and outsourcing in the future.
Date: April 23rd 2020
Time: 4.00 pm CET
Duration: 1 hour
The session is reserved for financial institutions only.
To register, click on the link below.