London – 6 March 2014

How mobile are your advisors? How engaged are your clients?

The new value-added advisory processes driving client experience, engagement, efficiency and compliance

At this thought leadership event we will discuss the latest multi-device, multi-channel business models in the advisory process which allow wealth managers to:

  • combine workflow, CRM, wealth advice and fact finds to create a more efficient and effective client engagement and onboarding experience;
  • monitor clients circumstances and investments to ensure their portfolios remain suitable and in line with their agreed mandate;
  • equip and schedule advisors to carry out regular reviews, based on the last meeting’s notes, fact find and proposal.

Learn how you can take ownership of your clients and deliver a superior client experience, while at the same time driving efficiency and compliance, systematically and consistently, in an increasingly regulated world.


08:15 am Registration & Breakfast
09:00 am Panel Discussion followed by Q & A
10:30 am - 11:00 am Networking


Date and Time

Date: Thursday 6th March - 2014
Time: 8:00 am – 11:00 am


Grange City Hotel

Address: Grange City Hotel, 8-14 Cooper's Row, London EC3N 2BQ

About our Sponsors



Gurpreet Garcha


Gulland Padfield

Gurpreet Garcha is a Partner in the Wealth Management and Private Banking team at Gulland Padfield. Gulland Padfield is the specialist consultancy that provides strategic advice, interim management and consulting […]

Sebastian Dovey


The Courageous Ideas Partnership

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in […]

Shaun Crowley

UK Sales Director


Shaun Crowley started his City career developing software during Big Bang and the introduction of PEPs. He has spent the last 20 years in business development roles for some of […]

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 […]