VASS UK sponsors Digital Integration in Wealth Management Event 2022
12 Apr 2022
On Tuesday 29th March, VASS UK co-sponsored the 6th Digital Integration in Wealth Management Event with Salesforce and MuleSoft.
This two-day annual conference hosted at Park Plaza, Victoria brought together over 300 business leaders in Wealth Management and offered over 50 sessions; a mix of insightful keynotes and panel discussions to help firms discover how technology can support with the delivery of a premium service for cross-generation clientele.
In between the sessions, guests had the opportunity to network and meet our team at our very own booth in the exhibitor hall to discuss some of their own challenges and solutions with Account Managers from VASS, Salesforce, and MuleSoft at our Booth.
Here are our key takeaways from a couple of the sessions:
Keynote Session by St James Place Wealth Management
AI (Artificial Intelligence) in Wealth: Standout session by James Frew from St James Place.
There is a big focus on technology strategy to help partners and advisers to join St James Place, in this session we heard why artificial Intelligence is a benefit to partners and their clients and how it is evolving in Wealth Management. James talked through SJP’s approach to managing the changes that AI brings:
The Challenge: Multiple systems, spreadsheets, and reporting being moved around and manipulated.
The Solution: Salesforce is helping businesses with vast amounts of data with AI in mind; helping partners onboard and run their business more efficiently.
Digital Client Experience for the next-gen investor, Salesforce, and Smart Communications
The Wealth Management sector is learning to better understand and serve its varied clientele, in this session James Mclaren, Industry Advisor at Salesforce shared a handful of ways that Wealth Managers can empower financial wellness and adapt to client’s needs:
Pivot from providers of investment advice to expert coaches
Think digital first
Simplicity, integration, and empathy
Optimise end-to-end customer journey
Re-imagining static PDF and print forms
Shift reporting to more interactive personalisation
“We are delighted to have sponsored this industry event with Salesforce and MuleSoft and had the opportunity to meet face to face with leaders in the industry to discuss some of their challenges and industry specific solutions.” Myles Vines, Senior Account Manager, VASS UK&I
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VASS is a Leading Financial Services Software Consultancy specialising in Salesforce & MuleSoft and full stack development. VASS has over 20+ years’ experience in leading companies Digital Transformations, offering a wide range of Digital Services combined with a high level of innovation. We are a 3,000+ strong organisation with more than 400 Salesforce certifications, operating in 15+ Locations globally.