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Transforming client onboarding with innovative, data-driven approaches
In a time of rapid change and increasing regulatory complexity, private banking & wealth management professionals must build personalised, seamless experiences that satisfy the demands of today’s high-net-worth individuals.
Join us as we uncover what it takes to transform the customer journey from day one and achieve excellence in onboarding private banking & wealth management clients. This is an exclusive event and seat numbers are very limited, so apply for your place now.
The topics we will explore
During the round table we will focus on questions such as:
- Identifying opportunities: How can private banks & wealth management firms unlock growth by reducing friction, accelerating time-to-revenue and increasing operational efficiency?
- Benchmarking your business: Where does your organisation fit compared with industry benchmarks for client onboarding? Is your onboarding process efficient and client-centric? How can you improve it?
- Succeeding in the face of regulatory challenges: How can you navigate the regulatory hurdles of client onboarding? What is needed to ensure consistent execution of policies such as KYC and AML? How can errors be avoided and confidence instilled in clients?
- Streamlining onboarding workflows: Outdated and fragmented systems and workflows create bottlenecks and increase costs. How do simplified processes reduce manual intervention, accelerate onboarding timelines and eliminate inefficiencies?
- Empowering teams while managing risk: How can you equip your teams with the tools they need to deliver an exceptional onboarding process that aligns with regulatory standards, enhances efficiency and ensures a consistent, high-quality service for clients?
- Beyond onboarding – automation for efficiency and risk: How can AI, machine learning, and big data improve the entire client lifecycle? How does a single data platform enhance compliance and efficiency?
Who is invited?
This breakfast event is designed for senior decision makers across private banking and wealth management who wish to discuss onboarding wealth management clients. Delegates will be employed as risk, compliance and customer experience professionals in private banks and wealth management firms.
Be one of 12 senior risk, compliance and customer experience professionals (such as Chief Risk Officer, Head of Compliance, and Director of CX) attending this event at the Goring Hotel in central London. For any enquiries, please contact Mergim Begolli on 020 8349 6458 or email m.begolli@business-reporter.co.uk.
The breakfast discussion is brought to you by nCino and is only for senior executives as described above. Registrations of junior professionals, consultants, solution providers or other sellers to this market won’t be accepted. To be eligible you must be employed by a corporate legal entity such as a private company. If you are a sole trader or in a partnership other than a legally incorporated one, we will be unable to offer you a place.
This event is free of charge to attend.
When you register, we will ask you for your corporate email address which we will share only with the event sponsor(s). See our privacy policy.
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