Celent Roundtable | The New Digital Value Chain

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17 January 2019 14:00 - 17:00 GMT (09:00 EST, 15:00 CET)
55 Baker Street, United Kingdom

Overview

We are pleased to bring our next Wealth and Asset Management Roundtable to London on Thursday, 6 December 2018. This exclusive, invitation-only event will allow senior leaders from prominent financial services firms and technology providers to discuss the latest disruptions and innovations in the investment business across the industry.

This interactive session is a peer-to-peer discussion between innovation leaders, facilitated by Celent analysts and supplemented by Celent research. While the event will have global coverage, Celent will bring a deeper perspective of the UK market. Areas to be covered in the discussion include:

  • Security tokens
  • GDPR and CRM systems
  • Onboarding systems

This exclusive, invitation-only event is part of a series of targeted roundtables offered by Celent's Wealth and Asset Management practice. Capitalizing on Celent’s position as an objective market observer and thought leader, these private, closed-door sessions provide a neutral and confidential environment thereby encouraging participants to engage openly. These sessions are limited to senior industry representatives from select organizations and are not open to the media. Pre-registration is required. For more information, please contact arenzella@celent.com.

Featured

Agenda

  • GDPR and CRM: Regulating Client Privacy
  • Wealth Management Onboarding in the Digital Age: A Lever for Satisfaction and Cross-Sales
  • Insitutionalization of Digital Assets

Click here to view the full agenda.

Registration

This exclusive, invitation-only event is part of a series of targeted roundtables offered by Celent's Wealth and Asset Management practice. Capitalizing on Celent’s position as an objective market observer and thought leader, these private, closed-door sessions provide a neutral and confidential environment thereby encouraging participants to engage openly. These sessions are limited to senior industry representatives from select organizations and are not open to the media. Pre-registration is required. For more information, contact Andrew Renzella at arenzella@celent.com.

Event details

Sector
Securities & Investments, Wealth Management
Location
EMEA
Format
Briefing / Round table