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Building a Business Case – The Key to Unlocking Value
Building a business case is critical to the successful delivery of any technology project in the wealth management sector. In a cost-conscious, margin-squeezed, results-oriented environment, it is pivotal to deliver what you promise. You need to be sure that the approach is considered, the investment is justified, and that success can be measured. This is especially relevant when a project spans many aspects of a business.

In this webinar, we will explore how to build a compelling business case, discuss the most common pitfalls and how to avoid them, ensure stakeholder engagement, find and measure the right metrics, set an accurate return on investment, and more.

Hosted by Stephen Wall, Founder at The Wealth Mosaic, this live webinar will feature the expert opinions and experience of:

» Johnny Beloe, Director of Pre-Sales at Wealth Dynamix
» Will Rouse, Commercial Director UK, MEA & NA at Wealth Dynamix
» Jonathan Keighley, Managing Director at Shark Finesse

The panel will share their decades of experience building a solid and effective business case and highlight how they can be utilised in the wealth management space.

Join us on Tuesday the 13th of September at 11 am (BST) to watch and listen in.


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