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Description
Objectives
At the end of the session, participants will gain an in-depth understanding of the key issues and questions wealth managers are facing when confronted to digitization, and how to initiate their digital transformation journey.
The course is presented in cooperation with the ABBL Digital Banking and FinTech Innovation Cluster.
Programme
- Where can technology add compatible value to the industry?
- How will the Wealth Manager of the future interact and operate using technology?
- What do today's and tomorrow's digital customers expect from their Banker?
- How can technology be implemented to create highly personalised portfolios that are truly aligned with their clients' preferences?
- How can technology increase customer loyalty?
Target audience
This course is suitable for any financial or non-financial professional willing to understand what is at stake when talking about digitization in the wealth management industry, and what choices the private banks have.
Conditions
Course Material
Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.
Exam
No exam is available for this training course.
Location
L-1615 Luxembourg
Luxembourg
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