Archives: Agenda

• How do you incorporate holistic planning into your practice?
• What strategies are we implementing to navigate a changing and complex UK tax system?
• How do you build a scalable financial planning proposition that can help more individuals?

• How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
• How does this apply to the UK and Consumer Duty?
• What is the impact of regulatory change on digital integration in wealth management?
• What are use cases of successful digital customer engagement?
• What are barriers that slow down change and adaptivity?

• Creating quality data and outputs that assist decision making and investment production
• How is wealth identifying what’s credible and reliable information from data collections?
• How has Consumer Duty pushed the agenda for quality and cleaner data?

• Overview of the transformation goals and key initiatives
• Importance of wealth managers in driving change and client satisfaction
• Exploring the features and benefits of integration of a new CRM systems
• Best practices for utilizing technology to foster stronger client connections
• Key functionalities of the new digital banking app tailored for wealth

• Unlock efficiencies across your operations to drastically reduce cost to serve
• Provide unique experiences to customers, no matter how they choose to contact you
• Business Design + Technical Design = Value. KPMG are uniquely positioned to connect the dots between business and technology to increase time to value

Moderator: Verity Charlesworth, Partner, KPMG