Chief Operating Officers Leaders Conversation 2021
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Overview
Agenda
15:00 – 15:10 | Welcome Remarks |
15:10 – 15:55 | The democratisation of wealth management in private banking & mass affluent markets The roundtable will discuss how technology became an enabler for business success in the past 12 months, where efficiencies were realised and how a banks’ technology offering is now as important as the relationships and service providers by its client advisers. Key themes for discussion in the roundtable include where are banks looking in the next stages of digital transformation to provide an edge or to level the playing field in attracting clients in the private wealth management industry? Where are the next complimentary digital solutions to enhance the client experience? What are tech-savvy clients demanding from their advisers after a year of remote relationships? And where are the common problems in the adaptation of new technology between banks’ vast networks? |
15:55 – 16:00 | Closing remarks |
2021 Partner
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