WealthTech Talks: Building a Business Case – The Key to Unlocking the Value - ERP Spain.com - España y América Latina

Building a business case is a topic of critical importance to the successful delivery of any technology project in the wealth management sector. While it might be seen by some as a dry topic, and it certainly has its pitfalls as we will highlight in this webinar, the importance of the business case cannot be overstated in setting the scene and establishing the right framework for any technology and change project in wealth management. Especially where a project might touch so many aspects of a business. A strong business case will support a firm in making decisions with confidence, delivering a return on its investment, engaging its employees, and so on. In this webinar, we will run through how to build an effective 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.