Archives: Agenda

• Why do we collect clinical data?
• Setting up a proper CRF
• Daily data management is key
• Solving problems when your study is live

• 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

• Why is private trust company (PTC) becoming increasingly more popular among UHWNI families and what is the main difference to a trust
• Key jurisdictions where those PTCs are used and differences among those jurisdictions
• Actual life examples of PTCs currently used in a practice

• Helping clients gain complete visibility across all investment products and asset classes
• Identifying new revenue streams within real estate portfolios
• Portfolio crystalisation – knowing what to sell and when

• Long-term holistic approaches to impactful
• investing and sustainable capabilities
• Are we green splaining truth of incorporating green activities and ESG strategies?
• How are private banks aligning their sustainability strategies to the Paris Agreement and Green Deal Examples of successful sustainability offerings, portfolios strategies and products

• Consolidating data to safeguard your clients’ information
• What regulatory hindrances are expected to disrupt the digital journey?
• Evaluating where AI has been proficient in reshaping the onboarding process and business strategizes for easier productivity
• Selecting the right digital tools to enhance your back office systems

• Our vision at RCO – Why digital customer interactions are compatible with HNWI Private Banking services

• Our focus as a Private Bank – Key uses cases to deliver value

• Driving Adoption amongst stakeholders – the blueprint to delivering a successful project

Discuss how the implementation of behavioral science techniques can improve:

• Digital tool adoption
• Client retention
• Solution selection

Allianz Global Center for Behavioral Economics

• How should we balance the onboarding process dynamics and have there been any successful examples in achieving this?

• Rewriting onboarding – what technology should we be using to ease onboarding?

• Utilizing client behavioural analytics to optimize a tailored, client-centric engagement and processes