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In today’s intensely competitive world of wealth management, private banks and independent wealth managers of all types are seeking differentiation, and one way is to make sure their bankers, RMs, advisors and investment counsellors are more efficient and effective by arming them with smart content solutions. With the right type of relevant, well structured, easy-to-digest ideas and content that those client-facing team members and their private clients can easily peruse and digest, the banks and other institutions are further along the road to helping drive revenues and enhance client loyalty.

The wealth industry has shifted significantly in recent years towards a client-centric model that sidesteps ‘product pushing’ in favour of carefully curated concepts, information and products delivered by the advisory community in a far more nuanced fashion. The delivery of this information and these ideas is, of course, increasingly digital for the lower end of the wealth spectrum, but the higher up the wealth ladder one rises, the more there is the hybrid model, which scales up the personal or human delivery and connectivity with the clients.

The premise for our Digital Dialogue discussion of March 31 is that the RM (here a catch-all for all client-facing bankers and advisors) will continue to be emancipated by technology from a host of more mundane tasks, freeing him or her to focus more intently and productively on the delivery of a more personalised and far more relevant wealth management offering in all its guises.

The discussion will analyse what tools, processes and technologies the RM can be provided with to make them more efficient, more productive, more empathetic, more nuanced in approach, and more client-centric. And the panel will analyse how all that will result in more revenues and more clients, and discuss the additional benefits as well, such as greater job satisfaction and better retention of the top industry talent.

Join us on March 31 for a glimpse into the future of how to deliver the right combination of information and detail, how to enhance relevance and personalisation, and how to help build the wealth management offering for the future.

Mar 31

How can you improve client communication, engagement and exp...

3.00pm - 4.00pm 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

Thomas Bosshard

Adviscent

Dominic Gamble

GoUpscale

Jessica Cutrera

Leo Wealth

Damien Ryan

Teneo

Karen Tan

VP Bank

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Event Agenda
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  • 3.00pm

    How can you improve client communication, engagement and experience?

    • How can relationship managers improve their communication with clients?
    • How can you engage prospects and clients in a more impactful manner?
    • How can clients engage more with what RMs are discussing with them?
    • How can RMs use analytics in a more meaningful way to improve their engagement with clients?
    • Clients today expect bespoke, tailor-made advisory – how are you delivering that?
    • What’s changed in the post-covid world?
    • How can content be presented to the RM and client in a more personal way?
    • How important is agility and flexibility in handling clients effectively?
    • What can the institutions do to help train professionals in these matters?
    • What does being client-centric really mean? Do we have enough time for clients?
    • Do RMs have the right tools to get the job done?
    • How can technology help? How can it help manage the RMs day?
    • Are RMs dedicated to delivering the best and most relevant solutions and practices for your clients?
    • Do Relationship Managers send engaging information to their clients?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Thomas Bosshard

    CEO

    Adviscent

    Jessica Cutrera

    President

    Leo Wealth

    Dominic Gamble

    CEO and Founder

    GoUpscale

    Karen Tan

    Head of Private Banking, Asia

    VP Bank

    Damien Ryan

    Senior Advisor

    Teneo

  • 4.00pm

    Webinar Ends

Mar 31

How can you improve client communication, engagement and exp...

3.00pm - 4.00pm HKT/SGT

Speakers

Thomas Bosshard

Adviscent

Dominic Gamble

GoUpscale

Jessica Cutrera

Leo Wealth

Damien Ryan

Teneo

Karen Tan

VP Bank

Mar 31

How can you improve client communication, engagement and exp...

3.00pm - 4.00pm HKT/SGT

Partners
Mar 31

How can you improve client communication, engagement and exp...

3.00pm - 4.00pm HKT/SGT