- How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
- How does this apply to the UK and Consumer Duty?
- What is the impact of regulatory change on digital integration in wealth management?
- What are use cases of successful digital customer engagement?
- What are barriers that slow down change and adaptivity?
- Creating quality data and outputs that assist decision making and investment production
- How is wealth identifying what’s credible and reliable information from data collections?
- How has Consumer Duty pushed the agenda for quality and cleaner data?
- Overview of the transformation goals and key initiatives
- Importance of wealth managers in driving change and client satisfaction
- Exploring the features and benefits of integration of a new CRM systems
- Best practices for utilizing technology to foster stronger client connections
- Key functionalities of the new digital banking app tailored for wealth
