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A Practical Guide to Digital Transformation in Wealth Management

Solitaire Consulting works very closely with MBS and is delighted to be supporting their seminars in the Channel Islands this October. These free to attend events are aimed at Wealth Management professionals who are interested in better using technology to transform and improve their businesses.

The Wealth Management sector is changing rapidly, driven by a range of factors including rising client demands, regulatory requirements and mergers and acquisitions. Technology promises much to help – but what works?

MBS work with over 300 clients operating in 40 countries to deliver tangible improvements in business performance through proven, leading technology solutions in practical steps – real Digital Transformation. 

October’s workshops will include presentations and demonstrations from leaders in the technologies MBS represents:

  • Laserfiche, which has won the WealthManagement.com Award for ‘Best Document Management System’ for 4 out of the last 5 years with proven process automation capabilities
  • DocuSign, the world’s #1 electronic signature system, with use in the sector growing exponentially
  • Lifesize, an award-winning videoconferencing system used widely in the sector.

If you would like to see a practical guide to Digital Transformation, please join us by using the links below to register.

Jersey Event

The Royal Yacht
Weighbridge
St Helier
JE2 3NF

Tuesday
15 October 2019

09:30 – 14:30 BST

Guernsey Event

Old Government House Hotel
Anne’s Place
St Peter Port
GY1 2NU

Thursday
17 October 2019

09:30 – 14:30 BST

Both events start at 9.30am and will be finished by 2.30pm, which includes lunch and an opportunity to spend time with professionals from MBS and their partners.

Solitaire Consulting has been working with MBS for several years, supporting their clients implementing MBS technologies, including Laserfiche, the leading document and content management system.

Solitaire Consulting provide services before, during and after a digital transformation project to ensure your business achieves the desired outcomes and benefits from your investments in technology.

About Paul Every

About Paul Every

I specialise in 'technology enabled change'; helping clients in offshore financial services and related sectors, obtain greater value from their investments in technology.

My clients choose to work with me because I am a pragmatist; I recommend and deliver solutions that can be easily implemented. You also get what you see - I will define what you need and it will be me who is on site helping you deliver your change.

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