Accelerating Advisor Efficiency to Drive Client Engagement

Presented by

Albert Chiu, EFG Bank; Alex Sim, UOB Private Bank, Greg King, FactSet, Andrew Shale, Asian Private Banker

About this talk

In 2020, we've witnessed an acceleration of wealth management trends that have been playing out over the years. There is now an enormous focus on improving client engagement by providing more personalized insights and data transparency than ever before. The challenge for wealth managers is to find the right balance between scaling the business while still maintaining a personal touch. Join our 50-min webcast session, 'Accelerating Advisor Efficiency to Drive Client Engagement', where we will explore ways that advisors can improve productivity, while still effectively understanding and managing their clients' needs.

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