Evolving Platform and Proposition

Yash Shah of Synpulse

May 30, 2023

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  • How have you been evolving your platform, processes, and products?
  • What are the changing expectations of clients?
  • How does this help you in the curation and delivery of advice?
  • Have you made any real progress in your digital journey?
  • How does digital improve your traditional value proposition?
  • What are the products and services you could offer? How can your proposition evolve?
  • What is you view on separate platforms that offer wealth management - external to a bank?
  • What do you think about digital assets?

Chair

Yash Shah
Partner
Synpulse

Panel Members

Win Phromphaet
EVP - Head of High Net-Worth Division
Bank of Ayudhya

Philipp Piaz
Partner
Finaport

Thiyachai Chong
Head, Wealth Management & Preferred, Executive Vice President
CIMB Thai Bank

 

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