Your Business
Your Business
An in-depth look at Your Business and the current financial services landscape at Wealth Transformation Summit 2024.
An in-depth look at Your Business and the current financial services landscape at Wealth Transformation Summit 2024.
In the UK, the Wealth Management market is expected to see a significant increase in Assets under Management, reaching a projected value of e $9,429 billion by 2024.
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– Statista
Only 18% of affluents say they are pleased with their current wealth management provider, creating a demand for top-notch financial advice and convenience.
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– IFA Magazine
With approximately 85% of assets under management currently not green, firms are expanding their focus on climate to include the wider green and blue economies.
”
– EY
In the UK, the wealth management market is expected to see a significant increase in assets under management, reaching a projected value of $9,429 billion by 2024.
”
– Accenture
Only 18% of affluents say they are pleased with their current wealth provider, creating a demand for top-notch financial advice and convenience.
”
– IFA Magazine
With approximately 85% of assets under management currently not green, firms are expanding their focus on climate to include the wider green and blue economies.
”
– EY
The financial services industry has a history of reliance on human interaction for customer support, but this legacy shouldn’t stand in the way of innovation: the landscape is rapidly evolving.
The Zendesk CX Trends 2024 Report highlights the top 10 trends that are most important to creating a positive CX. The financial services industry has long been a custodian of sensitive data, but with the mass adoption of generative AI, the question of customer trust in data security has become paramount.
The Zendesk CX Trends 2024 Report highlights the top 10 trends that are most important to creating a positive CX. The transformative power of AI is at the heart of this year’s trends, with the capacity to improve all aspects of the customer journey, and in turn, enhance CX.
Customer experience is a constant priority within all areas of the financial services industry, but with the introduction of regulations like Consumer Duty, more demand for transparency from customers and an ever-growing focus on digital experiences, the area is undergoing significant transformation.
Our expert speakers include:
Managing Director, Global Head of Sustainable Investing
Citi
Co-Chief Investment Officer
Rathbones Group
Director, Global Investment Strategy
Arbuthnot Latham
Head of Sustainability, Wealth Management
Santander UK
Chief Risk Officer and Group Head of Compliance
Evelyn Partners
Ready to join us at WTS 2024?
Be part of the Europe’s fastest growing and biggest wealth management event.
REPORT
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Wealth Management Transformation Summit enables Wealth Firms and Private Banks to assess the impact of digital transformation and progress their digital journey.
Co-located at MoneyNext 2024, attendees benefit from complimentary access to 3 further established industry events; Banking, Lending and Insurance Transformation Summits.
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