Wealth Management: Technology Tools that Answer Regulatory and Client Concerns

At The Landmark, London, United Kingdom

20 June 2013, 17:00 - 20:00

Join Profile Software’s inaugural event in London. We will tackle the hot trends and technologies for the wealth management industry. We will discuss the latest regulations, market evolution and the changing role of the advisor.

Concluding we will examine the contribution of technology and mobile applications to clients’ expectations for sophisticated asset management and compliance.

Keynote Speaker: Mr. Ian Woodhouse, Director, PwC

Event Agenda:
17:00		Registration & Welcome coffee
17:30		PROFILE Software overview, Mr. Herbert Leonelli
17:45		Wealth Management trends-opportunities and challenges in the changing landscape, Mr. Ian Woodhouse
18:20		New age technology tools for client onboarding, service excellence, compliance, risk control, Dr. Michael Bakouris
18:45		Q&A
19:00		Cocktail reception
20:00		Closing

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