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As we all continue to endure the ebbs and flows of the Covid-19 pandemic, the vital role that technology and digital transformation have to play in the financial services industry has become ever more visible, and indeed more widely accepted, and nowhere more so than in the challenged world of client engagement after some 18 months of lockdowns, lack of face-to-face meetings and the inability of advisors and clients to travel as they did before. The Hubbis Digital Dialogue of August 5 will discuss how digital tools and solutions have been helping these client-facing bankers and advisors remain engaged with their clients for the curation of investment products and advice. The new wealth model aligns both the human and the digital in a seamless collaboration for the delivery of optimised investment products, ideas and solutions for the private wealth clients. The panel will analyse precisely where and how digital solutions can enhance and sometimes replace the human elements in wealth management, how digital can help boost portfolio solutions and optimise allocation, and how the solutions can help to identify and filter out best-in-class ideas and products for an increasingly discerning client base. Digital tools can also help mitigate risks in the portfolios, and help identify additional elements of suitability and client preference, for example to boost ESG-driven investing. The right digital solutions will also help RMs and other advisors monitor and review client portfolios, thereby helping them further boost conversations and relevance with their clients, and as a result, of course improving client retention and loyalty. In short, digital engagement is the future today.
Enhancing Investment Engagement with Clients using Digital T...
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
Helen Kan
China CITIC Bank International
Marc Lansonneur
DBS Private Bank
Valentin Laiseca
MSCI
Juan Aronna
RBC Wealth Management
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3.00pm
Enhancing the Investment engagement with clients using digital tools
- What is client engagement all about in the post-pandemic universe, how has it evolved and where is it heading?
- Can the ‘human touch’ be replaced by digital?
- How do you create a virtual ‘Investment Consultant’ to create scalability?
- How can you improve ‘portfolio solutions’ for clients?
- How can digital help create the right ‘thematic’ engagements with clients?
- CIO tools: How to source best in class products?
- Risk oversight: How do you ensure risk and ESG suitability across advisors and clients?
- Sales enablement: How do you assess current portfolios and proposed new solutions?
- Client engagement: How do you increase client retention with value added insights?
- Where and how can digital help private wealth management firms better engage with their clients?
- How can such tools help boost client loyalty and also help banks and other firms connect to and convert new clients in a WFH world?
- How can the advice on offer be curated and delivered to be more relevant, more informative, more tailored and more engaging?
Moderator
Speakers
Helen KanExecutive Director, Deputy Chief Executive Officer and Head of Personal & Business Banking Group
China CITIC Bank International
Juan AronnaHead, Investment Solutions and Products, RBC Wealth Management Asia
RBC Wealth Management
Marc LansonneurManaging Director, Head of Managed Solutions and Investment Governance
DBS Private Bank
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4.00pm
Webinar Ends
Enhancing Investment Engagement with Clients using Digital T...
3.00pm - 4.00pm HKT/SGT
Helen Kan
China CITIC Bank International
Marc Lansonneur
DBS Private Bank
Valentin Laiseca
MSCI
Juan Aronna
RBC Wealth Management
Enhancing Investment Engagement with Clients using Digital T...
3.00pm - 4.00pm HKT/SGT
Enhancing Investment Engagement with Clients using Digital T...
3.00pm - 4.00pm HKT/SGT