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Advisory
Event

The evolution in private banking business processes

15.10.2015 02:00 25.11.2024 02:19
Consulting, technology and service innovation
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Presentation of the workshop

Private clients are increasingly demanding, requiring high-profile individual advisory services that can ensure that their investment needs and goals are fully met, despite market uncertainty.
 
Such a scenario is driving industry players to pay special attention to optimizing the way investment services aimed at private clients are delivered, in order to secure the soundness and profitability they need to operate effectively in the market. To do this, banks are focusing their attention on streamlining the processes and improving the organizational structure involved in these processes, but without being able to disregard an adequate investment in technological endowments capable of responding to these needs. Technologies that must support the banker in carrying out his or her daily operations, facilitating timely collection and use of information about the customer and the operating environment, in order to anticipate market demands, manage them appropriately and create a real competitive advantage for private banks.

Agenda of the day

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