Overview
Can you deliver good outcomes for your clients efficiently?
Centology operates in the wealth management CRM, provide a complete solution from client onboarding through to product application and trade completion.
Join us at 1 Wimpole Street, London for drinks, nibbles and networking, whilst gaining an insight into digitising your advice process.
You will have the opportunity to:
- Network with forward thinking and likeminded industry professionals
- Hear from guest speaker John Wallace, Chief Investment Officer from Sentinel Portfolio Management.
- View an end-to-end and digital advice journey and client experience
Schedule
- 5.00pm onwards Doors open and drinks reception
- 6.15pm Introduction
- 6.25pm Guest speaker – John Wallace, SPM CIO
- 6.40pm Onboard, advise and report
- 7.00pm Drinks, nibbles and networking
Venue
Join us at the 1 Wimpole Street, London for drinks, nibbles and networking, whilst gaining an insight into digitising your advice process.
Address
1 Wimpole Street
1 Wimpole StreetLondonW1G 0AEUnited Kingdom