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.
The key areas of automation within the advice and investment journey
Demonstrating how firms can achieve new heights of operational efficiency and flexibility
Why firms must be efficient and flexible to future-proof their operation