Profile Software, a leading financial solutions provider, announced today that it will be hosting a thematic event for the Wealth management firms, IFAs, and Banking industry in the UK on 20 June 2013, between 17.00 and 20.00, at The Landmark Hotel London. The event will explore into the recent trends and concerns of the Wealth management professionals as the industry is being transformed by the latest regulations.
Keynote speaker at the event, who will offer his valuable insight, will be Mr. Ian Woodhouse, Director at PwC EMEA Private Banking and Wealth Management Practice. His presetnation will elaborate on the «Wealth Management trends-opportunities and challenges in the changing landscape», at 17:45.
The event is titled “Wealth Management: Technology tools that answer regulatory and client concerns”. The objective is to offer an interactive discussion of how the wealth management industry in the UK and especially Advisors and Investment Specialists in various firms and banks are responding to the challenges of key regulations such as RDR. The changing landscape of increased regulation and greater transparency as well as client demands for better service will be assessed. Issues such as the advisors’ role and new technology tools to help advisors and clients better communicate and more effectively monitor their investments, will also be discussed.
Following Mr. Woodhouse’s presentation, Dr. Michael Bakouris, COO of Profile Software will present “New age technology tools for client onboarding, service excellence, compliance and risk control”, to elaborate further on the cases and benefits that modern technology solutions provide to industry professionals. He will focus on how these tools empower professionals to improve their operations and enhance their customers’ experience.
IMSplus - Profile Software’s investment management platform accommodates regulatory and compliance engines, mobile technology and powerful reporting to enable professionals increase their client-facing time while using proven and advanced tools for their front-to-back operations. Furthermore, FMS.next – Profile Software’s upgraded banking platform allows for more flexible and reliable banking operations successfully covering Private Banks requirements as an integrated platform.
Following the proceedings of the presentations, a cocktail reception will take place.