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Webinar: Customer-First Strategy is Pivotal to Wealth Management Success
Insights on how wealth management firms can drive digital-first engagement to meet new and higher expectations of customer experience.

The past year was one of tremendous wealth accumulation around the world: recovering economies boosted by stock market gains pushed global high net-worth individual (HNWI) population and wealth up by 7.8% and 8%, respectively. Rise of new customer segments including millennials, women, tech-wealth, LGBTQ+ bring new growth opportunities for wealth management firms.

To capture this growth, wealth management firms will need new and improved ways of delivering personalization to augment client experience.

Join this webinar and hear from a panel of experts as they share insights on how the wealth management firms can drive digital-first engagement to meet new and higher expectations of customer experience.

In this webinar, we will explore:

» Emerging client segments and innovative thinking around new ways to manage wealth

» How a data-driven, digital approach can enable better, more personalized customer experiences

» A four-dimensional engagement strategy that will help WM firms battle the current environment

This webinar features panelists, including:

» Christine Ciriani, CEO, EMEA at InvestCloud

» Evy Wee, Head of Financial Planning, Investments, and Insurance Solutions at DBS Bank

» Harsh Kumar, Head of US Citi Alliance at Citi Global Wealth Management

» Frederic Kemp, Chief Marketing Officer, AZQORE SA

» Elias Ghanem, Global Head of Capgemini Research Institute for Financial Services at Capgemini Financial Services

01:04:00

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Speakers

Christine Ciriani
CEO, EMEA @InvestCloud
Evy Wee
Head of Financial Planning, Investments and Insurance Solutions @DBS Bank
Elias Ghanem
Global Head of Capgemini Research Institute for Financial Services @Capgemini Financial Services
Harsh Kumar
Head of US Citi Alliance @Citi Global Wealth Management
Frederic Kemp
CMO @AZQORE SA