Meghna Mukerjee, Senior Analyst, Aite Group
Lyndon Subroyen, Global Head of Digital and Technology, Investec
Mark Trousdale, EVP, Chief Growth Officer (CGO), InvestCloud
Ian Woodhouse, Head of Strategy and Change, Orbium – Part of Accenture Wealth Management
As digital engagement has gone from being an alternative way to engage with clients to the primary servicing channel, the awareness of digital engagement in private banking and wealth management is reaching new levels. This crisis has reset the service bar for financial providers, and digital platforms need to be leveraged to meet the current expectations. But private banks most importantly need to identify how digital and strategic transformation can eliminate inefficiencies to truly optimize all processes. Now more than ever, empowering relationship managers in Europe with robust digital tools to enhance productivity and ensure they have a full view of clients’ financial lives is vital. This panel will discuss the new strategies that create deeper client engagement and relationship manager productivity, how to use goals-based wealth management to increase profitability, and how private banks can make the most of data and analytics for better onboarding, discovery, and client engagement.