AGENDA

The Next Step in Your Transformation Journey

1400 - 1440
2. Transformation Theatre

Customer Experience and Hyper-Personalisation

- How have the needs of clients evolved in recent years?
- Is a new approach to customer segmentation needed?
- Should WM firms look to emulate customer experience provided by Amazon, Netflix and Spotify?
- Is real personalisation at scale now a genuine option?
- How can a seamless digital experience be achieved and how far off are we?

Speakers

Todd Zino
CHRIS LOAKE
Chief Technology And Operations Officer
C. Hoare & Co.
Charlotte Morgan
Aviva Investors
CHARLOTTE MORGAN
Head of Client Experience
Aviva Investors
Russell Price-Wright
Dreams
RUSSELL PRICE-WRIGHT
Director
Dreams Technology
Instabase
ANNA SOFAT
Voice of Women’s Wealth, Financial Planner, and Founder of Addidi
Phil_Patient
PHIL PATIENT
Group Chief Operating Officer
HFMC Wealth

Videos