Objectway joins The Wealth Mosaic for The Client Experience Toolkit Roadshow 2024
3rd October 2024 – The Client Experience Toolkit Roadshow stands as the ultimate opportunity for wealth managers to discuss key technology themes and tools impacting global wealth management. Click here to proceed with your registration now!
Agenda
3rd October 2024
3:30 PM – 7:30 PM
The Client Experience Toolkit Roadshow 2024
Dr. Alexander Cassar, Chief Business Operation Officer, Objectway
Tariq Khan, Client Development Director, Objectway
Paul Fulford, Senior Client Solution Leader, Objectway
Get ready to meet us at the London edition of the Client Experience Toolkit 2024 Roadshow organized by The Wealth Mosaic. The event will dive into the latest trends, themes and technologies shaping client experience in wealth management.
The wealth management sector clients are changing. Heightened expectations, new investors’ segments, different needs, greater focus on technology and a technology-enabled client experience are crucial for today’s client-relevant wealth management business.
The Client Experience Toolkit Roadshow will be a time for some of the major industry players to discuss how wealth managers can deliver a modern client experience in 2024. With this in mind, The Wealth Mosaic has developed a CX dedicated programme, featuring eminent keynote speakers to uncover and share insights into the driving themes of CX in wealth management.
Our Chief Business Development Officer, Dr. Alexander Cassar, will be joining the Panel Discussion titled “Delivering a Modern Client Experience” to outline how the traditional model of high-touch, face-to-face interactions is giving way to a hybrid approach that leverages digital tools to enhance client experience, preserving the personal touch that HNW individuals expect.
Don’t miss out the opportunity to hear our CX-related technology demo straight from the voice of our Objectway experts, Tariq Khan, Client Development Director, and Paul Fulford, Senior Client Solution Leader. They will emphasise how the Self-Service and Hybrid Digital Channel Objectway Platform solution is designed for integrating automated tools for independent financial management with personalised guidance through digital platforms, optimizing client interaction and enhancing financial decision-making capabilities.
The Conference Agenda takes its starting point from The Client Experience Toolkit by The Wealth Mosaic, a thematic report showcasing CX-related themes and among them a contribution by Roger Portnoy, Objectway’s Chief Strategy Officer. Interested in accessing the Client Experience Toolkit 2024? You can read the report online here.
Event Information
Tuesday, 3rd October 2024, Eight Members Club Moorgate, 1 Dysart Street London EC2A 2BX United Kingdom
Join us and register here to secure your place at the event.
We’re looking forward to meeting you in London!
Speakers
Dr. Alexander Cassar
Sandro is responsible for the improvement of the Group’s Business Operations. He has joined Objectway in 2019 and now he is Objectway UK Board Member. He personally delivered a variety of change initiatives working at Director/CXO level in the wealth and asset management industry, supervising global large-scale transformation programmes in financial services. Sandro is a chartered accountant with Doctorate and Master’s Degrees in strategic information systems for wealth and asset management.
Tariq Khan
Tariq is Client Development Director at Objectway and he leads the Business Development and Account Management teams. Tariq is passionate about Wealth management sector and has been working with Wealth Managers for over 15 years, with the prime focus on delivering outstanding client outcomes. He and his team try and achieve this by forming long term partnerships with firms and enabling them to improve their user and end client experience, operational efficiency, and become future ready through Objectway’s digital solutions. Tariq studied Physiology at Kings College London and he holds the Islamic Finance Qualification.
Paul Fulford
Paul is Head of Front office Presales for UK and Middle East at Objectway. Paul has worked in Wealth Management for over 30 years and has experience over all aspects of front office requirements. He is responsible for understand client requirements, formulating as solution and presenting this our clients to support their objectives. Paul studied Engineering at The University of Exeter.
