Join us on 10 September 10 a.m.
Most wealth management teams don’t lose time in the advice itself — they lose it in the switching. Pulling up client history, checking portfolio numbers, drafting a follow-up — none of it is hard, it’s just scattered across too many places.
Join Barney Haywood (Futureform) and David Owen (Slack) for a look at how leading wealth and asset management firms are giving their advisors that time back — without ripping out the tools already in place.
What You’ll See:
A day in the life of a relationship manager, from prepping for a client review to sending a follow-up — with the busywork of pulling context, checking for market updates, and drafting notes handled automatically in the background, so the advisor can focus on the conversation itself.
What You’ll Hear:
Why this is about extending the value of the technology firms have already invested in, not replacing it. The team will talk through how advisors get a fuller picture of each client, faster, with the same security and governance they already expect — and why this matters more as firms look to grow without growing headcount.
Who This Is For:
Financial Advisers and Relationship Managers who want to spend more time with clients and less time hunting for information — plus the COOs and CIOs (WM Executives) setting the strategy for growing AUM without growing headcount, and Client Service Leads looking to give their teams a fuller client picture, faster.