Vendors
日本語
search
  2. //
  3. Events calendar
  4. //
  5. Family Office Fintech Summit

Family Office Fintech Summit

Website
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
13 March 2018
New York, United States
Register for this event

William Trout will be a Session Speaker on UHNW and Family Offices – TAMP Redux at this year’s Family Office Fintech Summit on 3/13/2018.

Clients’ wants and needs are evolving at a startling rate across all segments, but for family offices the need to offer truly modern wealth management is even more pronounced. Securing the loyalty of Next Gen clients, while also (profitably) tackling the challenges of operational efficiency, data management and security is the weighty task facing technology chiefs.

Event details

Industry
Wealth Management
Geographic Focus
North America
Format
Conference