Successful client advisory starts and ends with banks’ most valuable assets — their front line staff. Ensuring continuity of client-to-adviser relationships and maintaining the highest-touch service levels have emerged as top priorities for banks in previous years, and look set to continue for the years ahead. Join us on 9 March 2022 for an illuminating discussion amongst industry leaders that focuses on the changing demands of customers in Asia Pacific and tackles big questions including:
- How have clients’ needs changed in the past 12 months and what new demands are now being made of the client advisers and the institutions they represent?
- Where have banks harnessed the power of artificial intelligence (AI) and brought into play AI techniques to both gain better insights in serving HNWI/UHNWI and mass affluent clients, and also improve RM/client engagement?
- How has the use of WeChat and WhatsApp been reconciled with the need to be fully compliant when meeting client demands?
- To which degree has the current regulatory environment supported private banking transformation initiatives to enhance the client journey, and conversely, where have been the greatest challenges in regulatory adoption?
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