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FinPlan 2009 aims to provide an outstanding forum for the financial planners to interact with top industry leaders and to learn from their experiences and case studies. The event will help you to build and maintain productive relationships with your clients, select the right technology to help you grow your business, set the right level of remuneration for your services, adopt the investment management approach that delivers best returns and many other things to enhance your business.
Visitor Profile
The targeted visitors at the FinPlan 2009 are:
- Financial Adviser
- Wealth Manager
- Private Banker
- Wrap Provider
- Life and Pension Provider
- Fund Manager
- SIPP Provider
- SIPP Administrator
Exhibitor Profile
The targeted exhibitors at FinPlan 2009 are from the following fields:
- Enterprise Resource Planning & Management
- Database & Document Management
- Business Intelligence
- Infrastructure
- Business Process Outsourcing
- Customer Relationship Management
- Banking Applications
- Risk Management & Analytics
- Architecture
- Contact Centers
- Wireless & Mobile Solutions
- E-Commerce / E-Business etc.
Organizer
Worldwide Business Research
