Digital Integration in Wealth Management Switzerland 2023

• Major trends affecting business and investment for 2023 and beyond
• Where will the next wave of technology disruption come from?
• How can firms adapt to new global uncertainties?

• Connecting clients to their advisors and services through at every stage of their wealth and professional journey
• Providing clients with a clear view of their wealth – from accounts and loans to money markets and investmentsma
• CouttsID to maximise client security and protection

• Make your business a one-stop hub to modernise your client interaction workflows
• Streamline your client business processes in banking across account onboarding, account servicing, and exception handling
• Rethinking today’s costly, inefficient, and fragmented client engagement model, which requires significant manual intervention
• Orchestrate each step of your workflows to fast-track client business, gain efficiency, and grow your business

• Are digital assets really a Kodak moment for banks?
• What are the key areas of disruption?
• How could they respond?

• Digital skills and digitalisation
• What improvements do firms and clients want from digital?
• Real case study: what can firms achieve through digitalisation?

• Open banking – the new competitive advantage
• The power of partnerships between established banks and fintechs
• Technology as a tool to overcome the size barrier. The case for small private banks
• Blockchain technology – how will it affect the industry?

• Identify wealth management business opportunities from existing customers and new prospects
• Leverage intelligence and network information to win more business more efficiently
• Create new investment strategies and energise existing ones by enriching fundamental and quantitative data with qualitative data insights
• Research, build and rank new investment strategies and make fast, accurate allocation and rebalancing decisions
• Develop and sell more targeted, customised, thematic investment products

• Back-end transformation for improved process optimisation
• Automate legacy processes to heighten productivity
• Finetune your firm’s services to boost client onboarding

• Meeting the family office’s unique financial needs
• Offering a range of bespoke, client-centred services
• Cost savings associated with a decentralised, technology-driven approach
• Opportunities for current players and service providers

• When the Swiss Banking Association advised banks to embrace cloud technology in 2019, it was a head turning moment – yet many are still pondering with the decision on whether to embrace SaaS and cloud technology -and where this sits in their wider technology architecture
• But are they missing a trick? At this history-making moment, it pays to stop and consider all the options. Client Lifecycle Management (CLM) platforms, delivered via SaaS are surely the only way to get the best of the cloud and the best of customer service in one move. What could be more important?

• Building a new, scalable digital architecture
• Delivering high-quality, high performance, and ease of use for both investors and advisors
• Microservices architecture for the modern platform

• Today’s customer expectations for a digital customer journey
• The potentials of video advisory for increased customer engagement
• How to build a seamless workflow
• IT security and GDPR – Key considerations

• Bridging the gap between data quality and analytics
• Leveraging descriptive, diagnostic, predictive and prescriptive analytics
• Segmenting clients and personalising investment proposals

• Exploring a regulatory framework for distribution
• An offer of institutional-grade investments products
• A dedicated execution and risk management system

Modernizing Client Interactions For the Digital World

Control the chaos of managing client interactions with Moxo. In this event, we’ll explore how financial organization can bring structure to client interactions that are stuck in fragmented silos, requiring significant manual intervention.

Moxo provides a OneStop Client Hub for managing interactions through modern digital experiences.

Key topics include:
• Learning how to streamline client processes with customizable workflows. Examples include KYC, client onboarding and more
• Maintaining personalization over digital channels
• Ensuring compliance & security in a mobile world

• Next level user experience with hyper personalisation
• Chatbots and conversational banking
• Self-guided journeys with a personal touch

• How can an organization develop products that meet the clients’ needs?
• Maximizing data to provide a more personalized and focused approach for clients to reach their financial goal• Aiding clients with all aspect of their wealth management and not just at the advisory stage
• Offering clients a variety of options depending on a product’s risk appetite

• Offering remote, but delivering personalised advice
• Attracting new clients and reaping significant cost advantages
• Digital scaling with a personal touch

• Deliver AI-powered Next Best Actions to improve customer engagement and reduce customer attrition in short order
• In an ever-increasing competitive landscape and threats from ecosystems and marketplaces disrupting traditional distribution channels, learn how the ability to build advanced customer intelligence (financial, social, behavioural) has an impact on customer engagement, and product sales conversations as well as effective cross-selling

• What’s in for banks and their clients when participating in DeFi business models?
• How to overcome major roadblocks?
• Is DeFi in banking already reality? Sure!

• Getting and retaining trust in the digital age – the quandary
• Meeting high expectations of clients through multi-channel bespoke interactions
• AI-driven automation for higher efficiencies
• Optimised plays for optimised results

• Dichotomy of anonymity and transparency
• Layer upon Layer: overregulation and misplaced responsibilities
• Take it easy: the future will come

• Configuring secure infrastructure, operations and future services to meet your client’s needs
• Decentralised finance (DeFi) – using crypto and blockchain to manage transactions
• Building sustainable wealth in the Metaverse
• Regulating crypto and managing risk

• Communicating effectively is vital in the tech world and it is not just about having the right digital tools, but knowing when to speak up and engage with other engineers in order to collectively achieve success
• Adele provides an overview of the ‘DISC model’ and reveals clues on how you can identify and better connect with colleague’s personality styles. She will provide top tips on creating presentations and communicating messages
• Adele shares her experience as a Toastmaster for the past ten years. What is it and how can Toastmasters benefit your world and personal life?