Orchestrating Client Service Workflows in Wealth Management

  • Move high-value transactions forward, faster – Eliminate bottlenecks in client service workflows to accelerate onboarding, approvals, and key transactions.
  • Scale personalized service without adding overhead – Optimize how relationship managers operate, allowing them to service more clients efficiently while maintaining a high-touch experience.
  • Ensure privacy, security, and full regulatory compliance – Maintain confidentiality and meet compliance standards like FINRA, GDPR, and SOC 2 while streamlining service delivery.
  • How top banks are maximizing efficiency – Learn how leading organizations like Standard Chartered, Citibank, and Raiffeisen Bank have streamlined workflows to increase transaction velocity and improve client experiences.
  • Increase retention and drive business growth – Deliver exceptional service at scale, ensuring clients feel prioritized while maximizing team productivity.

 

ROUNDTABLE DISCUSSIONS: Pin-pointing hotspots for improvement

2 x 30-minute discussions on a topic of your choice. Attendees can swap to participate in up to two out of five topics.

 

  1. Natural Technology: Steam of the future, your roadmap to Decarbonisation without compromising your process

Lee Davis, Business Development Manager, Spirax Sarco Group

 

2. Shaking up sustainability: Extending innovation to hospitality and retail

 

3. Getting creative with harnessing natural resources

Hafsteinn Snæland, Head of Operations, Olgerdin Egill Skallagrimsson hf.

 

4. How carbon insetting, cost-reduction strategies, and efficient practices align

Dan Hulme, Head of Sales, Inspired PLC

John Harper, Business Development Manager, Inspired PLC

 

5. Consistent sustainability efforts across Scopes 1, 2 & 3