Making the case for digitalisation

Sponsored by: Crealogix

Focused on:

  • Wealth Management

Date: 20 April


Time: 3PM London/10AM New York

Generate efficiency and cost savings and add value to the client experience with digitalisation

Wealth management firms are often viewed as being behind the curve when it comes to digitalisation and increasingly, challengers are not only disrupting and changing investor expectations about what digital services look like, they’re also taking some of their customers. Recent news from Aegon that the retail platform has suffered £700m outflows, necessitating a major digital project, is just the tip of the iceberg. The case for digitalisation is clear, but a lack of ownership or understanding about what this means for established wealth management firms is holding them back – and threatening their commercial success.

In this webinar, wealth tech product specialist Kim Woodhall will cover what digitalisation means for wealth management firms as well as ways to address the current inertia in the face of a growing threat from digital-first challenger brands. While many established wealth management firms view digital transformation as a risk, this webinar covers the greater risk of doing nothing and how to overcome these objections.

Having addressed these challenges, the webinar also includes the compelling case for digital transformation. This includes concrete ROI, tangible goals and commercial returns. Digitalisation isn’t about replacing people with computers, as this webinar shows. The key is to use digital tools to add value throughout the business, save costs and deliver against strategic organisational and commercial goals.

Sign up to this CREALOGIX webinar to find out more about making a sound business case for digitalisation in wealth management firms that focuses on the ROI and opportunities for commercial growth.

Presented by

Kim Woodhall,

Product Lead in Wealth, CREALOGIX

Kim Woodhall has over 15 years’ experience working in the wealth management industry. She began her career at Merrill Lynch in the USA and then transferred to London 13 years ago. She has worked as a Client Services Manager at several financial planning and investment management businesses in the UK. She was also part of the project team at Vanguard who launched their Direct to Consumer online portal offering. In her most recent roles, she was Head of Client Services at Thomas Miller Wealth Management, and then Canaccord Genuity Wealth Planning after a business merger. She managed a Client Services team, and was the project manager for the implementation of MiFID II regulatory changes within the business. She led the business integration of three merged Financial Planning businesses’ procedures, systems and training at Canaccord Genuity.
Kim recently joined CREALOGIX as Product Lead in the Wealth Management sector. In this new role, she will share her industry knowledge and experience with the product management team which will assist with shaping the future digital solutions at CREALOGIX for the wealth management sector.

Georgina Mitchell,

Wellhouse Consulting

Georgina Mitchell is a seasoned financial services professional, with 20 years’ experience in wealth management. She works as a non-executive director, independent board advisor and consultant in the fintech, wealth management and fund sectors. In addition to providing strategic direction, Georgina brings a broad perspective, driven by exposure to both the supplier and customer perspective as well as volunteering outside of financial services.

Jamie Whatley,

Director of Sales and Account Management at CREALOGIX

Jamie Whatley has been working at CREALOGIX for over 20 years. As an account management specialist, Jamie’s focus is on working closely with clients to gain a clear picture of their goals and challenges. Working in partnership with clients, Jamie helps to deliver digital solutions that deliver against the strategic goals of wealth management firms.

Key Learning Objectives

  • Digitalisation in wealth management firms
  • ROI of digital transformation in wealth management firms
  • Opportunities for commercial growth with digital wealth tools


  • CFO
  • COO
  • IT
  • Project Management