Archives: Agenda

Panel Discussion: Giving Back To Our Community

  • Should younger clients look at
  • philanthropy as a way to become sustainable?
  • How should banks be personalising and marketing sustainable offerings for the younger clients?
  • Empowering and growing a green mindset to create a better societal impact

Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management

  • Learn how AI agents perform complex tasks helping increase loyalty and retention

  • Discover how AI helps consolidate data to enable a seamless, personalised, omnichannel experience

  • Streamline KYC and onboarding: Leveraging AI to automate time processes, reduce paperwork, and accelerate client onboarding

  • Orchestrating AI ecosystems: Getting started with AI and agents to build trust and quality of client interactions