Changing the Conversation in Wealth and Private Banking


Thursday, 17th Nov 2022

Venue
L'oscar London
2-6 Southampton Row
London WC1B 4AA

For business and IT leaders in wealth management and private banking, changing client demographics and expectations are driving digital transformation across the customer experience. Increasing competitive pressure from robo-advisory services, challenger banks and fintechs is making new client acquisition and current client retention increasingly difficult. You need to find new ways to engage clients – when and where they want – while helping relationship managers and advisors to be more productive.

Join us and your peers at this exclusive dinner to discuss the future of client services and learn how financial institutions like yours are tackling these challenges, overcoming barriers to change and creating true innovation around key processes like client onboarding and bespoke reporting. Get ready to start 2023 inspired with some new ideas and success strategies.

Agenda
  • 6.15pm to 6.30pm – Registration & Networking
  • 6.35pm – Welcome and Setting the Scene by Chris Childs, Account Director, Smart Communications
  • 6.55pm – Presentation by Sergel Woldemichael, Senior Analyst, GlobalData
  • 7.25pm – Roundtable discussion – challenges, opinions, solutions
  • 8:55pm - Dinner is served