The Digital Integration in Wealth Management Switzerland Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.
This is the only event of its kind to focus exclusively on digital integration in the wealth management sector. With the rise of AI, automation, roboadvice, digital client journeys, and next-generation client values, this industry-leading conference will address challenges and offer concrete solutions.
Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the wealth management and private banking sector to better understand how to create a personalised offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.
With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.
From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.
We’d love to meet face to face. Drop in a few details below and we’ll find time to chat.