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Women in Wealth Breakfast Event
Event
12
February
2025
2025
Executive Summary
We will be discussing Technology Transformation in Wealth Management: Challenges, Opportunities and The Path Forward.
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Date: 12 February 2025
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The latest in this series of events, we bring together female leaders to discuss various topics and challenges being faced by companies and how to navigate them.
As customer expectations shift and digital solutions become more integral to business strategy, firms must overcome entrenched cultural norms, legacy systems, and talent challenges to succeed.
What will learn?
- Changing customer expectations.
- Technology leaders prioritise commercial agendas over operational execution.
- Data quality, and investor appetite, present barriers to large-scale technology overhauls.
- Meaningful change requires a focus on simplicity, standardization, and targeted quick wins to ease adoption and reduce complexity.
Stay informed about upcoming events and new insights