Panel discussion - Digital Solutions and the Opportunities & Challenges around Enhancing Client Engagement
Oct 10, 2023
- What is optimal client engagement all about today, how has it evolved, and where is it heading?
- Where can the ‘human touch’ be augmented or possibly replaced by digital engagement? Across the wealth spectrum, or is client engagement more nuanced between the different wealth categories, i.e., for the key mass affluent, HNW and UHNW client segments?
- How do you deliver advice, robust and more valuable and constructive engagement and at the same time do so at a greater scale?
- Ultimately, private clients want to achieve strong portfolio performance, so how do competitors enhance their engagement around ‘portfolio solutions’ for their clients?
- How can digital tools and solutions help enhance the delivery of best-in-class products and advice?
- Can technology improve risk management and the articulation of risk parameters for their clients?
- How do private banks and other firms better engage with clients on ESG and sustainability?
- How can you deliver better insights and guidance on next-best-action?
- Engagement does not stop with advice and execution, it extends deep into performance data and reporting and portfolio refinement, so what tools and approaches help in these areas?
- Does better engagement translate to improved client acquisition and retention?
- What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher-quality advice?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel Members
Nicole Bodack
Managing Director, C&IB, Wealth & Asset Management, APAC
Accenture
Rajashik Chatterjee
Associate Partner - Consulting, Financial Services, and the Wealth Management Lead for Singapore
EY
Guillaume Roux-Chabert
Head of Sales, Singapore
Interactive Brokers
Darell Miller
Managing Director APAC
Wealth Dynamix
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