Future Proof Operating Models





WEDNESDAY 8th JULY 10:00 TO 12:30


Companies operating in the financial and securities sector have many challenges, not least changing customer demands, competition from new market entrants, pressure on increased cost efficiency and of course, the never ending stream of revised legislative and regulatory obligations.


To cope effectively, these companies need an agile operational infrastructure which can be adapted swiftly to meet demands. However, many firms rely on older technology, based on big systems which are expensive to run and slow to react to new pressures.


This conference considers all relevant features and sets out some practical advice on how to establish an operating model, fit for purpose, for the future.


Subjects include:

  • A Future of Intelligent Operations
  • Maintaining Client Service when Working Remotely: 4 Failsafe Measures
  • AI in Wealth Management
  • Democratic Data Quality
  • Client Onboarding Risks in the Remote Environment


Complimentary places available to individuals at regulated Investment Firms. To apply for a place click on the below link or email This email address is being protected from spambots. You need JavaScript enabled to view it..


A very limited number of places are available for other delegates at £95+VAT.


This conference will qualify for 2.5 hours of CPD.


This conference is run in partnership with Xpedition, Wealth Dynamix, Bravura Solutions, Datactics and TLT LLP.



Training and Venue Information

CPD Authorised Yes
Event Date 08-07-2020
Event End Date 08-07-2020
Event Time 10:00 - 12:30
Price £0