Briefings

Breakfast Briefing – Business Growth in the Information Age: Unlocking Profitability and Efficiency from Business Data with Enhanced Analytics

Wednesday - 4th November 2015

Carlton Club
69 St James's Street, London, SW1A 1PJ

About Speakers & Sponsors Register

Overview

Recent industry research has shown that wealth managers who combine insights from client data with service expertise are the most likely to achieve competitive market advantage over their peers. Early adopters of these techniques are able to provide greater value to clients at every touch point, while firms with collaboration between sales teams and financial data are better able to pinpoint and analyse performance levels of both advisors and products.

This panel will investigate the extent to which business growth is inhibited by poor resource utilisation, and how a sophisticated approach to the analysis and visualisation of client data can reveal new business opportunity, help develop more effectively targeted products, and improve client experience as a differentiator. Areas to be covered include:

  • Identifying missed avenues for profit growth by bridging financial and sales data
  • Potential value to be extracted from overlooked advisor and data resources
  • Tackling legacy data issues in a post-acquisition/merger environment
  • Segmenting client base for more effective business development; developing targeted products and tailored marketing engagement
  • Profitability and operational efficiency outcomes from smart resource allocation to most productive areas
  • Potential for improved client experience via enhanced services and data visualisation

Logistics

Date and Time

Date: Wednesday 4th November - 2015
Time: 8:15 am – 11:00 am

Venue

Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164

Agenda

08.15 - Breakfast and networking 09.00 - Panel discussion and Q&A 10.30 - Networking and refreshments 11.00 - Finish

About our Sponsors

Sponsors


Speakers

Duncan Ash

Director, Financial Services

Qlik

Huw Kwon

Head of Data Science, UK & Ireland

Accenture

Thomas Lack

Chief Operating Officer

Brewin Dolphin

Steven Light

Digital & Front Office Solutions

Coutts

Verona Smith

Head of Platform

Seven Investment Management


Register