Striking data’s sweet spot Delivering hyper-personalised investment journeys safely, securely & sensitively

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