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SUMMARY:Global WealthTech Summit Satellite Panel Discussion
DESCRIPTION:About This Event: \nPanel \nTime: 9.40-10.30am \nTopic: Strategic Partnerships Between Wealth Managers and WealthTechs \n\nWhat benefits do wealth managers gain from collaborating with start-ups in the WealthTech sector?\nWhat are the most effective partnership models between wealth managers and start-ups/scale-ups?\nHow should we manage the culture differences of traditional finance vs fast-paced start-up environments?\nWhat can financial institutions learn from VCs about engaging with WealthTech companies?\nHow can start-ups and scale-ups identify receptive wealth managers and corporate partners with a current need?\n\nSpeakers: \n\n\nSantosh Reyes\, Founder and MD at DLT Apps\n\n\n\n\nMartin Taylor\, VP\, Sales and Distribution at Conquest Planning\n\n\n  \nThe Breakfast Briefing: Strategic Partnerships Between Wealth Managers and WealthTechs \n5th November\, 9:00am to 11:40am \nHear best practices for WealthTech collaboration during our breakfast event at Level39\, One Canada Square\, as part of the Global WealthTech Summit 2024. Discover how wealth managers can collaborate with start-ups to drive innovation and improve customer outcomes in the current climate. \nEVENT SYNOPSIS: Dive into the wealth management landscape and discover the benefits of partnering with WealthTech firms. Learn about effective partnership models\, ways to manage cultural differences between traditional finance and agile start-ups\, and how to best identify receptive and useful partners. \nAttendees will enjoy a networking breakfast followed by an introduction to our co-host\, Level39. A panel of industry experts will then discuss the opportunities and challenges of these partnerships. \nThis event provides an unparalleled opportunity to network with wealth managers\, WealthTech founders\, VCs\, and industry innovators in a more relaxed setting. \n  \nAbout FinTech Global: \nFintech Global is the world’s leading provider of FinTech information services\, B2B media products and industry events. \n\n\nWe inform\, promote and connect FinTech buyers\, sellers\, investors and innovators worldwide. We serve a network of over 300\,000 FinTech professionals from market-leading organisations.
URL:https://level39.co/event/global-wealthtech-summit-satellite-panel-discussion/
LOCATION:Level39
ATTACH;FMTTYPE=image/png:https://level39.co/wp-content/uploads/2024/10/Screenshot-2024-10-09-122212.png
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