ON-DEMAND WEBINAR
ON-DEMAND WEBINAR

Technology to enable the APAC client adviser

Watch this webinar to learn what technology wealth management client advisers in APAC use to stay compliant and realise more business opportunities.

WATCH TO DISCOVER
WATCH TO DISCOVER

What APAC wealth managers do to increase business opportunities in a compliant manner

Leaders in the APAC wealth management marketplace are investing in technology to boost efficiency when reaching and engaging with an APAC customer base.

WATCH TO DISCOVER

In this webinar, five players in the APAC financial space discuss various ways wealth management firms can use technology to empower their advisers and provide better services to their clients.

  • Key trends in APAC wealth management firms: What have they done so far with technology to enable their advisers?
  • Understand the expectations of APAC advisors: What are the needs and preferences of advisors for technologies and tools?
  • Opportunities, future trends, and roadblocks: How to use technology efficiently and overcome obstacles?

Hosted by

Alan Blanchard, Head of Business Development UK at Apiax
With 14 years of experience in compliance and legal sectors, Alan is now leading the UK activities for Apiax. He worked for the Financial Conduct Authority before joining APIAX to deliver on the huge potential of making compliance easy for everyone.
Mario Bassi, Senior Advisor and Lead Business Development APAC at The Wealth Mosaic
Mario is a senior business developer and strategist with a vast array of experience from high ranking positions across Europe, Asia and Australia.
WATCH WEBINAR

How to increase business opportunities in a compliant way – an APAC perspective

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