- How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
- How does this apply to the UK and Consumer Duty?
- What is the impact of regulatory change on digital integration in wealth management?
- What are use cases of successful digital customer engagement?
- What are barriers that slow down change and adaptivity?
Archives: Agenda
Chairman’s End of Day One Remarks
Navigating the Agentic World: AI-Powered Client Experiences in Wealth Management
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Learn how AI agents perform complex tasks helping increase loyalty and retention
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Discover how AI helps consolidate data to enable a seamless, personalised, omnichannel experience
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Streamline KYC and onboarding: Leveraging AI to automate time processes, reduce paperwork, and accelerate client onboarding
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Orchestrating AI ecosystems: Getting started with AI and agents to build trust and quality of client interactions
STEP 1: Mapping Out Your Wealth – Navigating The Current Landscape?
Chairman’s Opening Remarks
ACTION 1: Enabling Profitable Growth In Wealth Management
Keynote: The Global Economy and What To Expect In 2025
Supporting the Bank Through Enterprise- Wide Business Transformation
- 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