Digital Integration in Wealth Management Switzerland
The Digital Integration in Wealth Management Switzerland Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.
This is the only event of its kind to focus exclusively on digital integration in the wealth management sector. With the rise of AI, automation, roboadvice, digital client journeys, and next-generation client values, this industry-leading conference will address challenges and offer concrete solutions.
Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the wealth management and private banking sector to better understand how to create a personalised offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.
With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.
From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.
What to Expect for 2021?
Attendees to meet each year
Exhibitors to meet each year
Attendees at Director+ level
Explore innovative forward-looking solutions from our exhibitors
Hear expert-led case studies from the industry leaders
Take away key strategies and tools to excel and stay ahead of the game
Nucoro is the digital investment and savings platform delivering enterprise solutions for wealth and asset managers. With our help, wealth management firms can launch next-generation savings and investment propositions, gain the agility of a fintech and innovate at eye-level with digital competitors. The Nucoro platform empowers wealth management firms to create self-sustaining business units that are fully automated, require very little integration and are customisable to their unique customer base. Our technology is modular, API-based and fully adaptable, creating a simple way to integrate with existing infrastructures, with the traditional functions of the front, middle and back-office becoming fully automated operations.
To enquire about sponsorship opportunities for the conference, please contact:
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Deputy Head of Production
T: 0207 9366 960