Q&A: Client retention – a matter of trust

  • Personalizing investment product offerings and communication styles to match clientele interests
  • Utilizing mass affluent/HNW client behaviour to gain trust and good relationships with private bankers
  • Increasing client confidentiality to enable transparency and better relations

Chair: Suneet Muru, Associate Analyst, GlobalData

The future evolution of wealth management

  • How is digitising the client-adviser experience central to the sustainability of future growth?
  • Using AI to deliver long-term advice: helping wealth managers to prove their value
  • Adapting with agility and eliminating friction in delivery and take-up
  • Providing seamless global connectivity and relevance

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