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The Drive to Enhanced Client Engagement in Tomorrow’s World of Digitised Wealth Management

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Wealth management has always been a story of personal relationships, trust and skill. However, in the financial industry’s ongoing digitisation the main focus seems to be on transactions and making interactions as fast, functional and frictionless as possible. But is this also the way forward for the wealth industry? Is it here not ‘the human element’ that will distinguish the genuinely great from the merely good client experience? And if so: what could a digital investment services look like when we shift the focus from product - to client centric design?

At 4.00pm to 5.00pm on Wednesday 24th March - Hubbis in partnership with InvestSuite, a European B2B WealthTech company providing a suite of digital solutions to help drive client engagement in the wealth management space, will host an exclusive Webinar to highlight the vital importance of evolving the customer experience, focusing on how the technologies of today and tomorrow can assist wealth managers enhance and retain the engagement with their private clients.

Hubbis has in recent years developed a significant body of thought leadership events and reports on the immensely important topic of digital transformation. This Webinar will further build on that body of work by zooming in on the whole concept of digital solutions to enhance client engagement and to improve the curation then delivery of relevant, and potentially tailored advice.

As the universe of digital solutions being promoted and rolled out across the region’s offshore and onshore wealth management markets expand apace, it is clear that any wealth management institution wanting to compete in the future will need to be at the cutting edge of client engagement, promoting an optimal client experience, especially in the age of Covid-19 where remote dominates the landscape, by necessity but also increasingly by inclination.

Leveraging data, analytics, AI, machine learning, and a host of client-friendly digital media are all vital to top-flight advice, client engagement and loyalty. In short, those wealth management institutions that drag their feet on these matters will be weakening their position via-a-vis incumbent competitors, as well as opening the doors to all types of new entrants and challengers. Digitalisation for any private bank or independent wealth management firm is of course already a big and necessary step up but it is not enough - regional wealth managers need to deliver the optimal digital experience, from onboarding all the way through performance and reporting, and they need to do so with a clear understanding of the expectations and motivations of their valued clients of today, and also of tomorrow.

InvestSuite is now in the process of significantly expanding its market reach and products, growing the team and bringing unparalleled innovations to customers around the globe, as it accelerates AI-based digital investment solutions for financial institutions to expedite their digital wealth transformation. Founded only in 2019 in Europe, the firm has assembled a world class team of more than 45 bankers, computer scientists and product designers, is present in Europe, Latin America, and the Middle East, and is now attentively and strategically building its presence in Asia Pacific.

Mar 24

The Drive to Enhanced Client Engagement in Tomorrow’s World...

4.00pm - 6.30pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Tim Smith

Investsuite

Sven Moons

Investsuite

Brendan Meehan

Investsuite

Dr. Klaus Harnack

University of Munster

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