Evolving the Platform and Proposition: Improving the Client Experience

Anurag Pandey of additiv

Apr 18, 2024

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  • Private wealth managers constantly face challenges related to regulation, competition, and changing customer expectations, but they also have significant opportunities to leverage technology for digital transformation, better customer experiences, and increased efficiency.
  • What is the future of wealth management in the digital age?
  • What is the role of technology and digital tools in modern wealth management for HNW clients?
  • Success Stories and Case Studies - Digital Transformation Strategies?
  • What are the best Client-Centric Approaches?
  • Artificial Intelligence or Emotional Intelligence – which is more important?
  • What's the priority? How are you allocating your resources? Enhanced Customer Experience, Data Analytics, Automation, and FinTech Partnerships.

                                           

Chair

Anurag Pandey
Head of APAC Market
additiv

Panel Members

Dr. Robert Ramos
President & CEO
RCBC Trust Corporation

Ramon Melchor Tejero
President and CEO
UnionBank Financial Services and Insurance Brokerage Inc. (UFSI)

Deanno Basas
CEO of Digital
ATRAM

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