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Customer Experience in Financial Services

15th May 2017 – Objectway is setting the breakfast briefing: Wealth Management in the Digital Era – ‘Bridging the gap between robo & human advice’.

Agenda

15th May 2017

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.

08:00am – 08:45am

Registration & breakfast

08:45am – 09:15am

Transformation towards digital client offering in the context of a large enterprise

Andrew Wilson, PwC

Our guest speaker, Andrew Wilson, 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?

09:15am – 09:45am

Leveraging a Digital Wealth Management platform to improve advisor-client relationship

David Wilson, Objectway Senior Business Development Manager

09:45am – 10:00am

Networking

Event Information

15th May 2017, 08:00am – 10:00am, Radisson Blu Gautrain Hotel Sandton Cnr Rivonia Road and West Street, Sandton 2196

Speaker

David Wilson

David Wilson has been working in the software services industry for over 30 years, his experience spans development, services and sales across Europe, North America and Asia. He has spent the last 15 years in in providing solutions to the Wealth management Industry globally. Today he is Objectway Senior Business Development Manager for UK and Ireland.