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What you’ll learn in this webinar:
"I’m trying to upgrade my tech stack to work with client data more efficiently. What are the risks involved with wealth data? How can technology help?"
As financial asset types, regions, risks and markets become more interconnected, the need for visibility and security in financial reporting has never been more critical. This webinar will provide insights into managing financial data effectively. We will cover:
- The evolution of financial data management from paper- and excel-based methods to modern, technology-driven processes.
- Key risks associated with handling wealth data and how to mitigate them.
- How Masttro's technology provides a solution for secure storage and access of data.
- Best practices from Saffery Trust in managing trusts and maintaining client confidence.
Join this webinar to gain powerful insights from industry experts and learn about real strategies to enhance data visibility and security in your business's operations. Join us along with our partners at Saffery Trust for a detailed discussion, followed by a Q&A session where you can ask your specific questions to our panel of experts.
We will explore how Masttro’s innovative technology supports secure, transparent reporting and data management, giving you a competitive edge in wealth management. Hosted by Michael Melia (Masttro's Head of Marketing), we welcome key figures from Masttro and Saffery Trust to share their expertise.
Key highlights of the webinar include:
- Insights into the transition from old to new world methods in financial data management.
- Discussion of the top 5 risks with wealth data and strategies to address them.
- A deep dive into how Masttro’s design is geared towards future-proof financial reporting.
- Saffery Trust’s approach to implementing best practices in trust management.
Join us for this engaging session that will transform your approach to financial reporting and trust management, whether you are a family officer, wealth manager, financial advisor, or trustee.