*All CX roadshow events are FREE for wealth managers to attend. Registration is required.*

Join The Wealth Mosaic for the Zürich edition of the Client Experience Toolkit 2024 Roadshow on September 25th at EY Switzerland in Zürich, Switzerland. The event, running from 8:30 AM to 12:30 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.

Interested in reading the Client Experience Toolkit 2024 report? Discover more here

WHAT TO EXPECT AT THE ROADSHOW?

What are the main drivers of client experience in the wealth management sector? How is the industry evolving? What are some of the latest technology offerings available to elevate the client experience? We aim to answer these questions and many more with our insight-filled roadshow agenda.

Roadshow agenda:

8:30 AM - 9:00 AM | Registration & Networking Breakfast
Enjoy a light breakfast and network with other attendees.

9:00 AM - 9:05 AM | Welcome & Opening Remarks from The Wealth Mosaic
Kick-off the event with an overview of the event’s sessions and key objectives, followed by highlights from the Client Experience Toolkit 2024 report.

9:05 AM - 9:25 AM | Keynote Presentation: Stand out in the age of personalisation
A presentation from Alexander Wilk, Director, EY Centre of Global Wealth Management, focusing on how wealth management firms can stand out in the age of personalisation.

9:25 AM - 10:05 AM | Panel Discussion: Delivering a Modern Client Experience

A panel discussion, hosted by Ingo Rauser, Partner, Wealth & Asset Management Consulting Lead, EY Switzerland, focusing on the client experience within the wealth management sector. The dicussion will consider elements such as the main trends impacting and driving client experience, the impact and differences of client segments, the volving nature of client demands and expectations, and how technology in its various forms plays a role in delivering, managing and elevating a modern client in wealth management. Ingo will be joined by Matthias Plattner, Head Channels & Digital Services at Julius Baer, Sanjeev Premchand, Partner at swisspartners, Arash Sorouchyari, Strategic Technology Advisor for Fintechs and Banks, David Navama, Co-Founder & CEO of Storyline, and Andreas Borg, CEO of Finfox.

10:05 AM - 10:50 AM | Four Technology Demos: CX Innovations
Four technology demos showcasing cutting-edge CX technologies shaping the future of wealth management.

Croesus - Tax-efficient automated portfolio rebalancing – a new perspective
Storyline - Transforming six dimensions of CX through personalised, AI-powered video
InvestCloud - Prospect experience: a digital and engaging path from lead to client
TBC

10:50 AM - 10:55 AM | Closing Remarks & Next Steps
Wrap-up the event with a summary of key takeaways.

11:00 AM - 12:00 PM | Lunch & Networking Continues
Stay a bit longer to enjoy lunch and further network with industry professionals.

WHY ATTEND?

Join us – and your peers – to:

1. Access new insights into the rapidly developing theme of client experience (CX) in wealth management.

2. Gain new vantage points on the current perspectives of wealth managers on the opportunities and challenges they face when seeking to deliver a modern CX in wealth management.

3. Discover cutting-edge client experience technologies and innovations impacting wealth managers today.

4. Explore the key CX-related technology trends for 2024 and beyond.

5. Discover how The Wealth Mosaic is creating a platform of dialogue, collaboration, and mutual growth for all market participants, from the range of wealth managers at large to the full spectrum of WealthTech vendors and service providers innovating in the industry.

HOW TO ATTEND?

The Zürich edition of the Client Experience Toolkit 2024 Roadshow will be hosted on September 25th from 8:30 AM to 12:30 PM at EY Switzerland in 1 Maagplatz, 8005 Zürich, Switzerland.

Disclaimer

All CX roadshow events are free for wealth managers 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.

ABOUT THE CLIENT EXPERIENCE TOOLKIT 2024

The Client Experience Toolkit 2024 is the first in a new series of Toolkit reports focused on key technology themes and tools impacting global wealth management. Each Toolkit report focuses on a key wealth management theme, segment or geography.

This first issue takes the form of a thematic report and shines a light on the trends and solutions influencing the successful delivery of client experience (CX) in wealth management. It features 11 showcases, each centred around a dedicated CX-relevant topic and related solution.

The report will be distributed at the Client Experience Toolkit Roadshow, hosted at individual events in Geneva, Zurich, London, Singapore and Dubai in late September and into October. These are free to attend for any form of wealth manager and provide technology vendors an opportunity to sponsor or demo.

Join us at the Client Experience Toolkit Roadshow 2024:

Geneva – discover more and register here.
Zurich – discover more and register here.
London – discover more and register here.
Singapore – discover more and register here.
Dubai – discover more and register here.

ABOUT THE WEALTH MOSAIC

The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry. Built around a curated and constantly growing and evolving directory of solution providers to the wealth management sector across the world, our business is founded on five core principles that make us different from other offerings in the market:

Wealth management-focused
Directory-first
Research-led
Online-first
Accessible

Behind this report, the engine room of our business in delivering all of the above is our website. This is available to any user 24/7, 365-days a year. As of July 2024, our website hosts over 2,750 solution provider profiles and hosts over 6,250 solution profiles from these businesses. Each of these solutions is tagged to at least one of the 39 headline Business needs categories across our first two live marketplaces (Technology and Data, and Consulting, Research and Support Services). These Business needs categories create the first level of filtering around our Solution Provider Directory.

Alongside our core directory focus, we continue to add and further develop the content, knowledge resources, and tools within our platform to support the user in their discovery, learning and engagement process.

For Wealth Managers

For wealth managers, the buy side of our marketplace, TWM is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.

For Solution Providers

For solution providers and vendors, the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.

For more information, visit www.thewealthmosaic.com

If you are a technology vendor, you can be a sponsor or demo. Please contact us at office@thewealthmosaic.com to discuss options.

The Client Experience Toolkit Roadshow 2024, Zürich