This is the title of the speech that Peter Schramme, Chief Business Development Officer for Objectway, gave at another great ComPeer event, The front office of the future: investing in your client.
Inside the sumptuous Fishmongers’ Hall, Peter detailed several key notions about differentiation in wealth management driven by the Digital Front Office: digital-first players reap more customer satisfaction, for instance; high net worth people are likely to appreciate roboadvisory more than their advisors think; boundaries between robo- and advisor-led wealth management are quickly blurring. And much, much more.
Have a look at the tweet collection here below to have a more comprehensive idea of what Peter said and what the reactions were. Maybe we’ll meet at the next ComPeer event!