Archives: Agenda

• Understanding the current macroeconomic environment
• Separating noise from information. What to expect of Markets?
• Building effective strategies for Private Clients
• Designing portfolios for Private Clients rather than for Private Banks

• 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

• Understanding Digitalization in Banking Digitalization as a Business Accelerator and Enabler for Sustainability
• Enhancing Client Engagement Through Technology
• Promoting SDGs through Banking Practices

• 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

• Reimagining the client engagement journey for the digital era
• Enhancing service delivery without compromising on the quality of service
• How internal efficiency reinforced Raiffeisen Bank’s reputation for reliability and excellence?

• CAPEX focus will be on real assets, shifting away from financial engineering
• Can central banks and governments live in a 3% inflation world?
• Investment conclusions on the future outlooks

Chaired by Ian Woodhouse, Board Advisor to Wealth Managers, Navigating Business Model, Technology Challenges and Opportunities. Formerly Accenture, IBM, PwC

• How can market trends teach banks to do business dynamically whilst avoiding legal mistakes?
• Helping banks to adhere to cross-bordering laws during globalisation
• Advising best movements to modernize your compliance and AML environment