How to become a trusted financial advisor of choice for women?
Event Information
About this Event
Who should attend
Financial professionals of all ages, genders and backgrounds who wish to strengthen their strategy and customer experience for female clients.
Highly practice oriented event - global leading experts on women and finance - actionable insights backed by latest research.
What you learn
- How women see and manage money differently than men.
- Practical insight on what female clients expect from a financial advisor.
- How you create an experience to earn trust and build long-term relationships with female clients.
- Latest findings and developments on women and finance.
Your bonus material
Stay informed andon top on new developments, findings and insights!
All participants receive our unique, time-saving research snapshot of key findings and emerging new innovative projects for women and finance.
Why you should attend
- Get practical how-to experience immediately applicable for your daily work.
- Broaden your horizon with latest developments and fintech innovations targeting the women's market.
- Save valuable time with consolidated insights and research findings.
- Gain first-hand insights from leading global experts.
Why it matters to your business
Women are changing the world of money, inheriting, creating and influencing wealth at increasing rates.
Yet 30% of women do not have a financial advisor and almost 7 out of 10 women who had switched financial advisors have done so because of unhappiness with customer service or feeling misunderstood.
In the current dynamic COVID environment more practical financial planning is essential now more than ever to increase the financial resilience of women, secure their futures and the wellbeing of society overall.
Speakers
Olga Miler: award-winning innovator & co-founder of SmartPurse, developed UBS Wealth Management global women segment strategy, recognised as one of the Senior Leaders in Fintech (Innovte Finance), Inspirational Woman of the Year (CityWealth), Top 50 Marketing & Advertising Leaders (Madcon). Financial services change maker specialising in financial education, customer experience and gender-smart investing.
Michael Weiss: financial professional with over 17 years’ experience in financial services, corporate advisory, derivatives, financing at CS, Morgan Stanley, Lehman Brothers with extensive and versatile international experience, with both large caps and SMEs, working capital financing, securitisations, capital markets as well as corporate finance.
Feedback from past events
"I attended the first CA session in London and it was amazing and rare opportunity to hear from experts what women really expect from a financial advisor. "
Tom
The insights we share are grounded in proven research and more than 8 years of practical experience from:
- Creating and implementing one of the most successful market strategies for women in the industry at one of the largest global wealth managers.
- Authoring and supervising multiple research papers on women and money.
- Advising financial services institutions on how to create and implement successful segment strategies.
- Exchange with women and their sentiments, needs and questions about money every day as part of our independent financial education toolkit SmartPurse.