Shaping the Customer Experience & Driving Long Term Client Engagement

Presented by

FinTech Global, Digital Wealth & CX Forum

About this talk

At the recent FinTech Global Digital Wealth & CX Forum, a panel of experts met to discuss what strategies wealth management firms can implement to drive better customer experiences and the impact this has on long term client engagement. For those that didn’t attend the event (or for those that just want to watch it again!), here is your chance to watch the panel discussion. Hear Dominic Snell, Product Strategy Director at Wealth Dynamix, Nina Jones, Senior VP - Global Fund Services at Northern Trust, Roohi Gupta, Head of Business Management - Customer Channels at HSBC, Terri Duhan, Non Executive Director and Risk Chair MSI Board at Morgan Stanley International and Luc Haldimann, CEO at Unblu explore: • What are the most effective strategies for customer retention? • How can WealthTech help reach the unbanked and underbanked? • How important is digital KYC to investment platforms, should it be a priority? • How can firms build trust and personalisation with digital investing that consumers would traditionally get by meeting banks’ investment manager face-to-face? • How can wealth management firms and retail banks work with technology or platform providers to build or enhance D2C, or workplace distribution channels? • How can wealth managers segment their customers and offer different service models based on specific (investment) requirements? • What is the right balance of human and digital service to attract a millennial audience?

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.