PIMFA
- This event has passed.
Following the success of the September 2016 executive forum, Synpulse is pleased to announce the ‘Accelerating the Digital Transition to Operational Excellence’ event, to further promote awareness of the challenges facing senior executives in the UK Wealth Management sector.
Overview:
Digital transformation is a considerable effort and investment, whether it is misunderstood to mean deployment of new technologies, or genuinely harnessing technology for the obvious benefits of digitalisation.
The methods and tools that addresses specific areas by improving important localised processed, touchpoints or bottlenecks facilitate transformational efforts by:
- Removing friction and speeding up progress towards ultimate objectives
- Building confidence and motivating stakeholders towards a success-driven culture
On the 21st March, forum panels of Wealth Management Executives and Fintech providers will present and debate their views on engaging in digital transformation.
Agenda:
17:00Â Â Â Â Registrations and refreshments
17:50Â Â Â Â Introduction to the evening by Synpulse and Liz Field, Chief Executive of the WMA
18:00Â Â Â Â Guest speakers will debate key priorities for the Wealth Management sector
.    Martin Andrew, CEO, Close Brothers Asset Management
- Lawrence Katsande, IT Operations, Coutts & Co.
- Costas Constantinou, IT Operations, Beaufort Securities
18:30Â Â Â Â Panel discussion with representatives of leading Fintech providers
.  Robotics
- Payments
- Data & Analytics
- CRM & CX
19:15Â Â Â Â Closing remarks from Synpulse
19:30Â Â Â Â Networking drinks and buffet dinner
