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The wealth management industry has responded to a year of unprecedented change by embracing a more flexible operating model. Whilst the primary focus for firms has been to maintain client relationships and utilise digital channels to strengthen interactions, the underlying importance of back office operations in supporting this has also been recognised.

Following a period of remarkable resilience, asset growth has more recently been dependent on market movement and acquisitions. Wealth management firms have also faced rising costs and decreasing revenue margins. Meeting future business growth ambitions against such conditions will increasingly require firms to address the scalability of their back office operations.

Our webinar aims to look more closer at how cost reductions and productivity gains can be achieved through the following means:

Aligning the back office with the front-end client experience through technology
Evaluating the true costs of maintaining legacy systems
Considering the role of outsourcing to increase operational efficiency
Please use the form below to register your interest in attending this webinar. A member of the Compeer team will then be in touch shortly.

There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.

CPD certificates will be issued shortly after the webinar.

Booking and Registration Information

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13th October
16:00 - 17:00
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