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Digitally Empowering the Front Line: Taking Client Engagement to the Next Level
Thursday 14th March - 3.00pm - 4.00pm HKT / SGT
Optimised digital client management tools and communications are front and centre of outstanding client engagement and a truly seamless client experience. In Asia, there is great optimism about the future growth of economies, markets, and private wealth. But while some competitors in the wealth industry will enjoy the fruits, it is also likely that those banks and firms that do not adopt the right technologies, protocols and approaches – or adopt them too slowly - could also be left behind.
The premise for the March 14 virtual event is that those organisations that want to stay ahead of the competition in Asia’s rapidly expanding and diversifying wealth management industry need to evolve and upgrade their client lifecycle management tools constantly, their digital solutions around client engagement and more broadly, their client communications for differentiation, client acquisition, client retention and for an increasing share of wallet.
This rendition of the Hubbis Digital Dialogue will focus on the application of the latest digital solutions for the RMs and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies of private bankers, EAMs, MFOs, and across the broad wealth management community in the region.
Central to the discussion will be a discussion of the tools that will help front-line bankers and advisors to boost their efficiency and productivity. The experts will discuss solutions such as the RM cockpit, Client Relationship Management (CRM) and Client Lifecycle Management (CLM) tools for onboarding and then nurturing high-net-worth (HNW) client relationships, portfolio management and also reporting solutions, data management tools, and also specialist client communication advances, including AI and Machine Learning to help the client-facing bankers determine priorities, and generate ideas and filter the right products for their clients.
They will pay particular attention to data as gold, zooming in on data curation, data management, data analytics, AI and ML, and defining why smart data is so important to personalisation and the wealth management journey, and what digital tools, protocols and approaches private banks and wealth management firms could adopt to enhance this vital area.
Plus, by attending this session, you will also be entitled to receive a 1 Hour CPD/CPT Certificate.
We look forward to you joining us on March 14.
These are some of the questions the panel will address:
- Why do RMs and advisors need better digital tools for their client engagement?
- What are the risks of failing to procure these solutions, and what are the rewards?
- Where is Asia in its front-end digitisation journey compared to for example leading European wealth markets?
- Why is personalisation so much more important today than the broad-brush, more traditional and standardised approaches of the past?
- What digital tools and solutions are out there to help with RM productivity, CLM, CRM, portfolio management and reporting protocols?
- How can data management and analytics help to elevate the skills, capabilities and productivity of the RMs and advisors?
- How do you curate and then manage this data?
- How do you balance and align technology and human interaction for optimum client outcomes?
- The challenges around harnessing technology and automation to improve the client proposition and boost client retention, as well as to help increase AUM and revenues.
- What are the key competitive advantages of solutions that will help deliver greater client centricity, personalisation and client satisfaction?
- What is coming next?
Digitally Empowering the Front Line: Taking Client Engagemen...
3.00pm - 4.00pm HKT/SGT
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Avishek Nandy
Bain & Company
Adam Cowperthwaite
Citi Private Bank
Harmen Overdijk
Leo Wealth
Darell Miller
Wealth Dynamix
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3.00pm
Webinar
- Why do RMs and advisors need better digital tools for their client engagement?
- What are the risks of failing to procure these solutions, and what are the rewards?
- Where is Asia in its front-end digitisation journey compared to for example leading European wealth markets?
- Why is personalisation so much more important today than the broad-brush, more traditional and standardised approaches of the past?
- What digital tools and solutions are out there to help with RM productivity, CLM, CRM, portfolio management and reporting protocols?
- How can data management and analytics help to elevate the skills, capabilities and productivity of the RMs and advisors?
- How do you curate and then manage this data?
- How do you balance and align technology and human interaction for optimum client outcomes?
- The challenges around harnessing technology and automation to improve the client proposition and boost client retention, as well as to help increase AUM and revenues.
- What are the key competitive advantages of solutions that will help deliver greater client centricity, personalisation and client satisfaction?
- What is coming next?
Moderator
Speakers
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4.00pm
Webinar Ends
Digitally Empowering the Front Line: Taking Client Engagemen...
3.00pm - 4.00pm HKT/SGT
Avishek Nandy
Bain & Company
Adam Cowperthwaite
Citi Private Bank
Harmen Overdijk
Leo Wealth
Darell Miller
Wealth Dynamix
Digitally Empowering the Front Line: Taking Client Engagemen...
3.00pm - 4.00pm HKT/SGT
Digitally Empowering the Front Line: Taking Client Engagemen...
3.00pm - 4.00pm HKT/SGT