Objectway is setting the breakfast briefing: Wealth Management in the Digital Era -‘Bridging the gap between robo & human advice’.
During the two hour event attendees will enjoy breakfast networking with other C-level Wealth Managers, will be updated on the wealth management trends, the changing business environment and how digital technology developments form important building blocks for future-proof business models.
Our guest speaker, Andrew Wilson, Partner Financial Services Technology at PwC, will share his experience on the transformation towards digital client offerings, and will talk about the requirements for setting up and shaping digital. Andrew will conclude his presentation with the involvements of going digital and what are the lessons learned in the context of a large enterprise?
08:00 – 08:45
Registration & breakfast
08:45 – 09:15
Transformation towards digital client offering in the context of a large enterprise
Andrew Wilson – PwC
09:15 – 09:45
Leveraging a Digital Wealth Management platform to improve advisor-client relationship
David Wilson – Objectway
09:45 – 10:00
08:00am – 10:00am
Radisson Blu Gautrain Hotel Sandton Cnr Rivonia Road and West Street, Sandton 2196