Objectway at Compeer WealthTech 2024

24th April 2024 – Objectway will sponsor Compeer WealthTech 2024 next edition investigating the role of emerging technology in client engagement.

Agenda

24th April 2024

15:00 – 18:00

WealthTech 2024: The Role of Emerging Technology in Client Engagement

Roger Portnoy, Objectway Chief Strategy Officer

Objectway will attend upcoming Compeer WealthTech 2024 Conference together with industry professionals and experts to undercover the role that technology can play in driving engagement.

The event will be the opportunity to address some of the main Compeer Surveys results, focusing on the increasing demand for customer experience improvements and on how UK wealth firms are renovating relationship between investors and advisers.

Complete your registration following this link and a member of the Compeer team will then be in touch shortly.

Event Information

Wednesday 24th April 2024, CBI Offices – 78 Cannon St, London EC4N 6HN

Seize the opportunity to join us and come visit us at our booth.

There is no charge for this event for representatives of wealth management firms and private banks. A charge of £300 + VAT applies for service providers.

CPD certificates will be issued shortly after the event.

We’re looking forward to meeting you in London!

Speaker

Roger Portnoy

Roger is currently Objectway Chief Strategy Officer, shaping the company’s platform evolution and corporate development. With over 30 years of diverse experience in the financial technology sector, he has improved his competences across investment banks, financial information providers, software vendors and outsourcing firms. Additionally, he is an Advisory Board Member at Accelex, guiding business development efforts and Co-Founder of Porthos & Co. Passionate about leveraging technology to create value for every endeavor, including wealth management, investment research and payments.