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Jul

06


WHAT'S STOPPING YOU? SOLVING THE DATA-VALUE EQUATION IN WEALTH MANAGEMENT


by TEN
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Free


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DATE AND TIME

Wed, July 6, 2022

6:30 PM – 10:00 PM BST


LOCATION

Seven Park Place by William Drabble

7-8 Park Place

London

SW1A 1LS

United Kingdom

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A TEN private dinner combining structured business discussion with networking
over fine food and wine. By invitation only, no fee to attend.


ABOUT THIS EVENT

There’s been talk of becoming data-driven for 5+ years now, but we’re still a
long way off. Getting data right will transform the speed and quality of wealth
and advice services, freeing RMs to focus on real relationships, and paving the
way for automation in everything from compliance reporting to planning advice
and discretionary portfolio management. What’s standing between us and this
bright future? What do we need to do that we’re not doing?

Get the value from the strategy

Data must be central to business strategy, and this will require a cultural
shift at the heart of the organisation: being data-driven is a mindset, not just
a question of tools and technologies. How do you ensure your data and business
strategies are aligned so that you’re poised to exploit the next wave of
industry innovation?

Customer (data) first

To provide the best experiences, service providers will differentiate themselves
with an increasingly granular understanding of the customer, and the ability to
turn that understanding into actionable insights and personalised advice. This
is the realm of open banking, predictive analytics, and AI. Where are you on the
path to data-driven personalisation?

Core capabilities

You need data-driven insights. But it’s not easy if you have poor quality data,
a lack of process and disparate, legacy source systems. How do you build
maturity in data management? Which core capabilities will lay the best
foundation to get the most out of your data?

Join us to exchange opinions and ideas with wealth management leaders
approaching shared challenges.

Combining structured business discussion with freeform networking over fine food
and wine, the event will be independently facilitated and will leave you with
fresh insights, robust practical examples and powerful new connections.





TEN

Organizer of What's Stopping You? Solving the data-value equation in wealth
management

Guests go away with robust practical examples, fresh insights and powerful new
connections.

Organizer website
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