Front-Office Goes Digital | Edinburgh

               

                

 

 

 

 

 

 

 

 

 

 

Join us for our Edinburgh based thought-leadership session, where we will be looking at innovations in Front-Office operations, strategy and technologies. 

 

Our expert panel will explore the various key transformations that are evident within modern Front Office activities.

The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.

 

 

Front Office Goes Digital - The Panel

Apex Waterloo Hotel, Edinburgh, 23-27 Waterloo Pl, Edinburgh EH1 3BG

 

ERNST & YOUNG LLP | Gary Logan; Associate Partner – Global Wealth & Asset Management

CHARLOTTE SQUARE IM; Andrew Spence, COO & Investment Director

OBJECTWAY; David Wilson, Director

 

 

A breakfast buffet will be served. 

This session will qualify for 2 hours of CPD.

Event and Venue Information

CPD Authorised Yes
Event Date 24-09-2019
Event End Date 24-09-2019
Event Time 9:00 - 11:00
1000