Venue
TBA
TBA, Zurich, Switzerland

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Event Date Wed Oct 4 BST - Thu Oct 5 BST (about 1 year ago)
In your timezone (EST): Tue Oct 3 7:00pm - Wed Oct 4 7:00pm
Location TBA
Zurich, Switzerland
Region EMEA
Details

Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the Wealth Management sector to better understand how to create a personalised offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.

With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.

From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.