Contact
Sign in Register
About Us
Membership
  • Membership

    More than 30,000 professionals make up the ecosystem of Cetif: we facilitate the meeting and exchange between banks, insurers and companies in an academic Center, competent and independent environment to share knowledge, experience and strategies on the most innovative drivers of change.

Research
  • Research

    16 Research Hubs focused on dynamics of strategic evolution, regulatory updates, organizational and process practices, and the effects of digitization: we study innovation trends and best practices and share them with our communities.

Conferences
  • Events

    Over 60 events including Main events (Workshop and Summit) and Community events (related to research activities) and Webinar: we bring together banks, insurance companies and businesses for shared growth on trends and challenges to outline innovative development strategies.

Academy
Advisory
Event

The evolution in private banking business processes

15.10.2015 02:00 10.11.2024 00:26
Consulting, technology and service innovation
Request information

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

Request information
The field is required
The field is required
The field is required
The field is required
The field is required
The field is required
*Mandatory fields