ZURICH, Switzerland, September 22, 2014 /PRNewswire/ — Appway has announced an upcoming global event series that will take place throughout October and November 2014, featuring panel discussions and briefings with wealth management leaders in London, Chicago, New York, Zurich and Geneva. The conversations will explore the results of a wide-ranging industry analysis conducted by Appway and WealthBriefing on client onboarding practices and priorities at wealth managers around the world. The roadshow will reveal how wealth managers can turn compliance challenges into business benefits and leverage client onboarding for greater competitive advantage.
The events are open to wealth management professionals and financial journalists interested in examining the challenges of compliance and the best practices in client onboarding. By delving into the latest global research on client onboarding, attendees will gain invaluable insight on the most effective solutions for ensuring regulatory compliance.
The report, based on surveys and in-depth interviews with senior industry leaders, will be presented for the first time in London on October 23, 2014 and will made available to the public after the roadshow.
London: October 23, 2014, 8am — 2:30pm, Gibson Hall
Chicago: October 28, 2014, 8am — 11am, W Hotel Lakeshore
New York: October 30, 2014, 8am — 11am, The Union League Club
Zurich: November 11, 2014, 8am — 11am, The Widder Hotel,
Geneva: November 13, 2014, 8am — 11am, The Hotel President Wilson
For more information about the events and the study, please visit: cob-roadshow.appway.com.
Appway empowers the service industries to move beyond automation toward ongoing digital transformation. With its seamless orchestration of people, knowledge, and systems, Appway promotes collective intelligence and enables businesses to reinvent for the digital age. Headquartered in Zurich with offices in New York, Ticino, Hong Kong, and Singapore, Appway and its award-winning technology serve over 100 service institutions and 175,000 individuals worldwide.
More Information: http://www.appway.com
About ClearView Financial Media Ltd
ClearView Financial Media was founded by CEO, Stephen Harris in 2004, to provide high-quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
With teams based in London, Singapore, Switzerland, the US and South Africa, the company is one of the fastest-growing media groups serving the financial services sector.
More Information: http://www.wealthbriefing.com
Marketing and Communications