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Overview

This event will explore some of the key considerations and challenges faced by Wealth Managers and Private Banks when adopting a hybrid advisor model.
The discussion will focus on:
– Achieving the right blend of digital and human services
– What clients really expect in terms of a real-time, transparent and personalised experience
– The risk of doing nothing and the challenges of a converging market
– How to measure the success of a hybrid model and control costs

This is an interactive event only available to a small group of attendees, early booking is essential to guarantee your place.
All registrations will be approved by PIMFA before a place is confirmed.

Speakers

Paul Driver
ERI

Partners

Booking and Registration Information

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Tickets

Details

Date:
11th May
Time:
10:00 - 11:30
Cost:
Free - £150
Event Category:

Organiser

PIMFA
Phone:
0207 448 7100
Email:
events@pimfa.co.uk

Other

CPD Hours
1.5

Venue

Virtual