The Urgent Need to Enhance the Client Experience

As private and institutional clients continue to demand greater technology, services, and ease of data access, investment and wealth managers are under pressure to advance all aspects of the client journey and experience.

Optimised digital client communications are front and centre of outstanding client engagement and a truly seamless client experience. In Asia, there is great optimism about 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 9 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 constantly evolve and upgrade their client engagement and client communications to enhance the client experience.

SimCorp is partnering with Hubbis for this 1-hour virtual discussion event on March 9 to drill down into how SimCorp has been helping its leading asset and wealth management customers globally solve these crucial challenges around client engagement, communications and the client experience, all of which are increasingly essential for differentiation, client retention and  AUM and revenues’ growth.

Hubbis and SimCorp are inviting a select group of bankers and advisors from private banks as well as from leading EAMs and family offices to join this virtual webinar. You will listen to a 20min introduction presentation by SimCorp, followed by a debate with wealth leaders in an interactive panel discussion.

Here are five key headline topics that the event will highlight:

  • Standardisation versus personalisation to inspire a better client experience
  • The future of client communications – how to balance and align technology and human interaction for optimum outcomes
  • Delivering secure, risk-mitigated, reliable data and communications in today’s complex world
  • Optimising data and alternative data to enhance personalisation and relevance, including driving greater ESG centricity
  • Harnessing technology and automation to improve the client proposition and boost client retention, as well as to help increase AUM and revenues.


We look forward to you joining us on March 9.

Mar 9

Evolving & Enhancing the Client Experience in Wealth Managem...

3.00pm - 4.00pm HKT/SGT

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

David Wilson

Accenture

Rajashik Chatterjee

EY

Harmen Overdijk

Leo Wealth

Sarah Prior

SimCorp

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 3.00pm

    Presentation - Evolving & Enhancing the Client Experience in Wealth Management

    Sarah Prior

    Global Client Communications Go-To-Market Strategist

    SimCorp

    • Enhancing the Client Experience, Automation and Digitalisation
    • How is transparency and communication evolving in relation to ESG?
  • 3.20pm

    Panel Discussion

    The Urgent Need to Enhance the Client Experience

    • Standardisation versus personalisation to inspire a better client experience
    • The future of client communications – how to balance and align technology and human interaction for optimum outcomes
    • Delivering secure, risk-mitigated, reliable data and communications in today’s complex world
    • Optimising data and alternative data to enhance personalisation and relevance, including driving greater ESG centricity

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Sarah Prior

    Global Client Communications Go-To-Market Strategist

    SimCorp

    Rajashik Chatterjee

    Associate Partner - Consulting, Financial Services, and the Wealth Management Lead for Singapore

    EY

    Harmen Overdijk

    Chief Investment Officer

    Leo Wealth

  • 4.00pm

    Webinar Ends

Mar 9

Evolving & Enhancing the Client Experience in Wealth Managem...

3.00pm - 4.00pm HKT/SGT

Speakers

David Wilson

Accenture

Rajashik Chatterjee

EY

Harmen Overdijk

Leo Wealth

Sarah Prior

SimCorp

Mar 9

Evolving & Enhancing the Client Experience in Wealth Managem...

3.00pm - 4.00pm HKT/SGT

Partners
Mar 9

Evolving & Enhancing the Client Experience in Wealth Managem...

3.00pm - 4.00pm HKT/SGT