Financial services institutions of all kinds, and wealth managers in particular, are struggling to determine the best channels to reach the social, mobile client of today. Consumer expectations are changing with every technology innovation, while disruptors like robo-advisors and direct-to-consumer offerings continue to raise the bar on digital engagement ever-higher.

Wealth managers are now moving towards truly omni-channel client servicing and communication models, with many achieving huge engagement and efficiency gains from empowering advisors in this way. With digital innovation no longer a “nice to have”, learning how to leverage a plethora of new tools both compliantly and cost-effectively is now an urgent priority across the sector.

Drawing on extensive industry experience and technical expertise, our panel of thought-leaders will tackle:

  • Potential outcomes from omni-channel client communication and servicing models
  • What business leaders and marketers must do to help advisors adapt and increase productivity
  • How wealth managers can implement an omni-channel approach and adapt it over time to maximise ROI and minimise risk to the business


8.15 - 9.00: Registration and networking 9.00 - 10.30: Panel discussion and Q&A 10.30 - 11.00:  Refreshments and networking  


Date and Time

Date: Wednesday 16th March - 2016
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



Chris Andrew

Managing Director, UK and Europe

Hearsay Social

Chris has a background in Product Management and as the first employee to join the founders at Hearsay Social he has led a number of key teams across Product, Customer […]

Kirsten Burt

Executive Director - Head of Marketing, UK & Jersey

UBS Wealth Management

Kirsten Burt is Head of Marketing for the UK & Jersey business at UBS Wealth Management; she joined the firm in 2013. At UBS, she leads a team of senior […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

William Stevns



Will is a Director in PwC’s Asset and Wealth Management practice. He brings over fifteen years of experience in helping better understand and engage their clients, and on improving the […]