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The Front Office is one of the most expensive departments of a wealth management firm, yet firms' performance across key business and client metrics in this area is very variable.
In this roundtable breakfast session we share recent research from ComPeer and IRESS on what a good (and not so good) Front Office looks like, in terms of organisation, productivity, client satisfaction and range of service. We will also consider the Front Office of the future and the changes needed to create a scalable and profitable wealth management firm that is also client centric.
Speakers Include:
Mike Levy, Business Development Director, ComPeer
Andrew Foster, Executive General Manager, Private Wealth, IRESS
