Archives: Agenda

• How rapidly is the digital client experience and onboarding engagements growing?
• To what extent has technology enabled advancements in portfolio diversity and product execution?
• Have banks been able to successfully personalize products to optimize product innovation?

• Risk modeling of AI: How have use cases enabled risk innovation and strategies?
• Can AI make CX easier for older HNW clients?
• Leveraging blockchain to scale tokenized assets and stablecoins
• Unlocking ROI for your strategies

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

• Overview of key cybersecurity regulations
• Managing compliance across jurisdictions
• How to be prepared for evolving data privacy standards?