The Covid-19 pandemic has brought wealth management business and delivery models to front of mind. While we have seen an increased client and wealth manager appetite for dialogue through digital channels, there is also a strong need for personal contact and human input in decision-making. A hybrid digital/human model emerging from the crisis allows private banks to automate certain functions, while allowing bankers to concentrate on building trust with clients, often lost in robo-only systems. There are four stages of the wealth management continuum that are undergoing various degrees of digitalisation and we can discuss each one in turn with our panelists:
1. Prospecting for new clients - internally
and externally through networks, and targeting various segments
2. Onboarding and compliance
3. Building relationships with clients and owning topics
4. Portfolio management – including ESG, private equity and specialities
Join us at this exclusive one-hour webinar, in association with Seismic, as our expert panellists provide commentary and tips around maximising efficiency in each of these stages.
Register to access on-demand
chief commercial officer
ABN AMRO Bank N.V.
managing director, head of digital and client solutions, US wealth management
JPMorgan Chase & Co.
head of client experience and digital transformation