Defining the Business – Engaging the Right Tools to Drive Efficiency and Evolve the Proposition
Bryan Henning of Eton Solutions
Mar 19, 2024
- What are the key qualities and characteristics that independent firms should project?
- How are you differentiating yourself? And the strategy to attract clients and RMs?
- How are independent wealth managers evolving? How will they grow? What are they doing to stay ahead of the curve?
- What is the nature of a sustainable platform? And the challenges of creating a successful and profitable business?
- A pre-event survey of the market highlighted how EAMs and MFOs are mainly focusing their digital investments on the client-facing end of their offerings. Why should this be?
- What are the competitive risks of failing to procure these solutions, and what are the potential rewards?
- Where is the UAE’s independent wealth sector in its front-end digitisation journey?
- Why is personalisation so much more important today than the broad-brush, more traditional and standardised approaches of the past?
- What digital tools and solutions are out there to help with RM productivity, CLM, CRM, portfolio management and reporting protocols?
- How can data management and analytics help to elevate the skills, capabilities and productivity of the RMs and advisors?
- How do you balance and align technology and human interaction for optimum client outcomes?
- The challenges around harnessing technology and automation to improve the client proposition and boost client retention, as well as to help increase AUM and revenues?
- What is coming next that the independent sector might think about?
Chair
Bryan Henning
SVP, Head of International
Eton Solutions
Panel Members
Dean Kemble
Chief Commercial Officer
GSB Capital
David Doerig
Chief Operating Officer
Corecam
Erik Brodin
Product Development and Sales Specialist Director
Kidbrooke
Anmol Budhraja
Founder and CEO
Three Comma Capital Advisors
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