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The archaic process of consolidating assets: how technology helps advisers deliver frictionless digital solutions to their clients

Fireside Chat With Maria Oakley, Head of Operations Improvement, St. James’s Place Wealth Management

ABAKA would like to invite you to a 30 minute webinar to explore how advisory firms can use the latest technology to support their advisers to deliver outstanding digital experiences to their clients.

The webinar will include a fireside chat with Maria Oakley, Head of Operations Improvement at St James’s Place Wealth Management around the challenges faced by advisers, particularly around tracing and consolidating their clients assets. We’ll also present some of ABAKA’s technology modules that are rising to solve the problems.

14:30 (BST) Thursday 7th April 2020