Introduction to the Event
Delivering digital wealth solutions to a newer, broader investor base without neglecting existing clients requires innovation, creativity and robust execution.
Join our webinar with industry leaders across the wealth, advisory and investment sectors in which we’ll explore how to harness data and digital to create mutual benefit for both your business and your customers.
Wednesday 16th March, 15:00pm BST via Gotowebinar with your host Finance Journalist, Sam Shaw.
What to expect
Discussions on topics such as data capture and the value exchange
Understanding the benefits and risks of a more personalised client experience
Looking at the use of data to reach a broader audience with evolving financial needs
Live Q&A with Apadmi tech experts and our panel of speakers
Intoducing our host
Sam Shaw has been a financial journalist since 2005, having held senior editorial positions across the business press, including editor of Financial Times Business's flagship investment title. She now works as a freelance writer, editor, content producer and presenter, across trade and consumer media.
Meet the speakers
John Porteous, Managing Director, Central Financial Services, Charles Stanley
Tony Vail, Co-Founder & Chief Strategy Officer, Wealth Wizards
Michelle Calcutt, Director of Global Client Experience at Aviva Investors