Innovation, automation & operational efficiency: the future of wealth management
What will the retail wealth market look like in 10 years? What are the key trends and innovations that look set to reshape our industry? And what does it mean for the advisers and wealth managers of today?
These are just some of the questions that Sam Handfield-Jones – Co-CEO of the Octopus-owned custodian and investment technology provider, Seccl – will be looking to tackle in an action-packed half hour.
In particular, Sam will explore the key areas for automation within the advice and investment journey, demonstrating how firms of all sizes can achieve new heights of operational efficiency and flexibility – and why they must if they’re to future-proof their operation.
Seccl Webinar
What you’ll learn
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The key areas of automation within the advice and investment journey
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Demonstrating how firms can achieve new heights of operational efficiency and flexibility
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Why firms must be efficient and flexible to future-proof their operation
Previous events and webinars
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Podcast
4 November 2022
Coffee with Innovate Finance Podcast
More info -
Podcast
19 October 2022
Democratising wealth management - Podcast by CurrencyCloud
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Webinar
22 September 2022
Introduction to Seccl – How to launch an investment platform
More info -
Podcast
8 August 2022
Citywire WealthTech Show - 'The frontier of innovation': How fintech is changing our financial lives
More info -
Webinar
19 July 2022
Putting hybrid advice into practice: the JustFA platform
More info -
Podcast
13 July 2022
The Behind Login Podcast - How to build an investment app from the ground up
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Webinar
28 June 2022
Meet Seccl’s Partner Launch Squad: helping you get your platform off the ground
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Podcast
14 June 2022
FTAdviser: Do in-house platforms work for every advice firm?
More info -
Webinar
28 April 2022
The CEO Interview: David Ferguson & John Lappin
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Podcast
5 April 2022
WealthTech UnWrapped - Embedded Finance and Financial Inclusion with Mary Kemi Agbesanwa
More info -
Podcast
15 March 2022
The FML Podcast - Growing Your Fintech Start-Up with Mary Agbesanwa from Seccl
More info -
Podcast
11 March 2022
11:FS - Insights: What makes partnerships work?
More info -
Webinar
7 March 2022
Powering investments for all ... is wealthtech failing women?
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Webinar
1 March 2022
Going it alone: the case for a new adviser/platform relationship
More info -
Webinar
25 January 2022
Permission to launch: tips for applying to the FCA for new or varied permissions
More info -
Webinar
2 December 2021
The future of DIY investing: the Tillit story
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Webinar
29 September 2021
Embracing technology - the P1 Platform story
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Webinar
12 August 2021
Crack squads: what can product teams learn from elite military units?
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Webinar
22 July 2021
Advisers Assemble! Why advisers & DFMs are choosing to operate their own platform
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Podcast
16 June 2021
Retirementals - David Harvey on why he created Seccl
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Webinar
27 May 2021
Launching an investment fintech: from idea to reality
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Webinar
18 May 2021
Retail investing post-Covid: tech, trust, transparency (...and Robinhood)
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Webinar
27 April 2021
An intro to financial advice tech in 2021
More info
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