Archives: Agenda

• 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

Breakfast Briefing

• 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