WealthTech Matters The Client 2023

March 21st 2023 – SEI Investments, Finsbury Square, London

Technology is core to the future wealth management model but, in an increasingly specialist technology environment, wealth managers must engage with a deeper knowledge and understanding of what technology is available and can deliver across the three main areas of their business; their clients, their advisers and staff and their business. 

Owen James and The Wealth Mosaic have collaborated to create a series of triannual events for key decision makers from the Private Wealth industry.

We are delighted that we will also be participating and will have the opportunity to be part of the Roundtable Discussion where our VP Product Hakan Kocabeyoglu will be able to present how to make a convenient CX a compliant CX! We’d love to see you there!