Join The Wealth Mosaic for the London edition of the Client Experience Toolkit 2024 Roadshow on October 3rd at Eight Members Club Moorgate in London, UK. The event, running from 3:30 PM to 7:30 PM, will dive into the latest trends, themes, and technologies shaping client experience (CX) in wealth management.

Don't miss the opportunity to hear several CX-related technology demos and stay ahead in the industry on all things CX!

The wealth management sector’s clients are changing. Heightened expectations, new segments, different needs, greater focus on technology, diverse market propositions, and a technology-enabled client experience are must-haves for today’s client-relevant wealth management business. With this in mind, The Wealth Mosaic, have developed a CX dedicated programme including its recent Client Experience Toolkit 2024, a thematic-report showcasing 11 CX-related themes and technologies, and a series of corresponding roadshow events to uncover, discuss and share insight into the driving themes of CX in wealth management.

The Client Experience Toolkit 2024 Roadshow and supporting report will be hosted in Geneva, Zurich, London, Singapore and Dubai throughout September and October to further explore the topic of CX in wealth management, highlighting its relevance and detailing technologies available in the vendor marketplace to elevate the client experience.

Disclaimer

All CX roadshow events are free for wealth managers and consultants to attend, although registration is required. Access to the event is limited and is available on a first-come, first-served basis. All registrations are subject to approval by the event organiser.

The Client Experience Toolkit Roadshow 2024, London