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


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


Date and Time

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


Carlton Club

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

Telephone: +44(0) 020 7493 1164

About our Sponsors



Duncan Ash

Director, Financial Services


Duncan Ash is responsible for financial services market development at Qlik, which covers retail banking, insurance and capital markets. Duncan draws on 18 years’ experience of designing and delivering solutions […]

Huw Kwon

Head of Data Science, UK & Ireland


Having joined Accenture in 2013 as head of data science for UK and Ireland, Huw builds on over 15 years’ experience at the forefront of performance improvement and innovation through […]

Steven Light

Digital & Front Office Solutions


Steven joined Coutts in 2011 and has spent time delivering complex internal system, process and client-facing web solutions. With a strong project management background and experience in both retail banking […]

Thomas Lack

Chief Operating Officer

Brewin Dolphin

With over 20 years’ experience in financial services, most of them spent in operational roles, Thomas Lack joined Brewin Dolphin as Chief Operating Officer in 2014. Previous to his current […]

Verona Smith

Head of Platform

Seven Investment Management

Verona’s track record spans more than two decades, three continents, major organisations such as Legal & General, American Express and BT Financial, and the complexities of wraps, platforms, as well […]