- Creating targeted investment portfolios
- Adopting Future-orientated and client-centric focused tools to leverage decisions
- Improving your CRM performance with low environmental impact
Reyl & Cie
Archives: Agenda
2024: Trump 2.0, Volatility and Rate Cuts
- FED, equities, macro
- Core strategies and themes 2
- Global impact: Europe/China?
SESSION 2: Managing for Outcomes
Morning refreshments
Panel discussion: A present-future or future-back approach?
- Where are the opportunities for breakthrough growth?
- Executing strategy and realising purpose
- How can the industry create an innovation roadmap that benefits all?
- Linking future opportunities with today’s initiatives
The Era of Engagement Banking – unlock the new- generation banking model
- Reshaping your digital banking architecture around customers and employees
- Harnessing the power of a unified omnichannel approach
- Reimagining your customer journey
Top Themes for 2025
- What are the big investment themes for 2025?
- Who are the leading players?
- What predictive signals can we see from
- GlobalData’s thematic engine?
Keynote Case study: Understanding the importance of empowerment, intergenerational and wealth transfer change
- Highlighting the importance of adapting to intergenerational change to prepare for succession and wealth planning
- Reviewing statistics and examples of wealth transfer market gaps to generate new processes/offerings
- Empowerment and diversity is the new direction in Private Banking
Lunch and Networking
Fireside chat: Alleviating C-Suite executives’ pressure
- Leveraging AI-assisted productivity
- Prioritizing trust and security to prevent compliance issues
- Combining human engagement and AI