The compliance burden continues to get heavier, with regulatory change at national, regional and supranational levels being imposed at a dizzying pace. But forward-thinking firms are using change as a chance to seize competitive advantages and position for future growth.

Appway and WealthBriefing will host a panel of industry experts as they discuss the findings of a ground-breaking research report on client onboarding trends, which was based on a survey of 211 wealth management professionals and interviews with 25 senior executives, consultants to the industry and technology experts.

Learn how an institution’s response to regulatory change is today’s key business differentiator and discover the major challenges facing firms worldwide, emerging game-changing industry solutions and how to transform the challenge of compliance into benefits for your business.

About our Sponsors



Gillian Austin-King

Global Head of Cyber Programmes


Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off […]

Pauline Egan

Client Experience Director


Pauline is a strategy and client experience consultant with 25 years’ experience in financial services. She spent the early years of her career working with ABN AMRO in Dublin and […]

Philip Schoch

Practice Lead Client Onboarding


Philip Schoch’s background in banking technology spans over 10 years and 3 continents. He has led over 10 Appway client onboarding, KYC, and compliance process transformations for the world’s leading […]

Tim Tate

Head of Customer Experience

Barclays UK

Tim joined Barclays in January 2018 and he works closely with other leaders across the business to enhance and connect client and customer relationships. This includes identifying innovative solutions to […]

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 […]