Venue
Webinar

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Event Date Tue Mar 22 EDT (2 months ago)
Location Webinar
Region All
Details

Consumer electronics have taught private banking clients to expect the same kind of effortless, asynchronous and conversational interactions and services from their banks as they would from other services. As a result, private banks have transformed their digital capabilities dramatically and are now offering a combination of digitally enabled services and human advisors to deliver complex financial recommendations to clients with ever-growing expectations.

• Wich of the latest digital solutions are banks applying today and how are they balancing those with face-to-face interactions and the need to meet their own business
objectives?
• What are banks doing to stay relevant? Wich bank strategies need redefining to deliver future-forward client engagement capabilities?
• Are banks embracing the full scope of digital innovations? Has the bar for convenience and customisability been raised?

Join this webinar to find out the latest trends in client engagement tools and strategies, and how private banks are bringing into play RM expertise, robo-advisory, AI, machine-learning and data analytics to be able to deliver the best client interaction.

Speakers

2022 Speakers

Cherris Wong
Chief Operating Officer, Deutsche Bank

Greg King
CFA, Senior Director, Head of Wealth Management Strategy, FactSet

Sonjoy Phukan
Global Chief Operating Officer, Bank of Singapore

Yash Wardhan
Regional Sales Director, Head of APAC Wealth Solutions Sales, FactSet