Digital opportunities in 2020 and beyond

The next in ORM's Financial Services roundtable dinners will focus on the changing role of digital across Asset and Wealth Management. How will digital advances affect the way the industry undertakes prospecting, distribution, operations, transactions and compliance, to name a few? Then what are the implications for competition and business models?

Whilst the value of face to face will always remain prominent for the sector, there are opportunities with personalisation to attract more prospects and reach clients via more channels. Moreover, the rise of direct to consumer platforms also presents lessons in the digital experience, along with questions around the barriers to adoption, due to regulatory and compliance issues.

Over an evening of drinks and dinner we will provide industry led insight to these issues and more, and discuss where digital tools and technology can be applied to meet these challenges.

Location: Hawksmoor Borough

Date & Time: Thursday 5 March @ 6.30pm


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