This event is free to attend and qualifies for CPT/CPD points.
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|8:30am – 9:00am||Registration & Networking|
|9:00am – 9:10am||Welcome Comments|
|9:10am – 9:50am||Leaders Conversation Panel 1 | Designing optimal workflows amid increasing regulatory complexities
Regulatory updates have become more frequent and complex in recent years, driving private banks to continuously revise their compliance systems and processes. As private banks often adopt a regional mindset when developing operational structures, which solution is best suited to local nuances? And regarding cross-jurisdictional advisory services, what challenges do banks face when designing workflows for advisors and how can friction be reduced and risks mitigated?
|9:50am – 10:30am||Leaders Conversation Panel 2 | The COO evolution: From operational to transformational
Amid a wave of digital innovation, COOs are spearheading banks’ transformation efforts, shifting away from their traditional operational role. In addition to a tech overhaul, businesses have also had to contend with the effect increasingly stringent regulations are having on their bottom lines. How might the banking model transform in the coming five years, and how will COOs execute the changes required to take private banks forward into the future?
|10:30am – 10:50am||Networking and Coffee Break|
|10:50am – 11:30am||Leaders Conversation Panel 3 | Banking on the future: How will technology impact clients’ interactions with banks?
As clients continue pushing for convenient communication solutions, omnichannel banking increasingly looks like the future of the finance industry. However, what the digital landscape will look like in three-to-five years is still relatively vague. Powered by large amounts of data, technology giants are setting their sights on the financial services industry. Are these firms more friend or foe? And how should private banks prepare for the changes that lie ahead?
|11:30am – 11:50am||Open Discussion|
|11:50am – 12:00pm||Closing Comments|
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