BOARDROOM OVERVIEW
Delivering on client expectations in the digital age has been a key focus for client facing Financial Services organizations in recent years, yet the importance of meeting these expectations has accelerated dramatically with client preferences shifting to digital-first. However, the digital world is chaotic and fragmented with many disparate channels of work (e.g. phone, email, smart devices and other applications). Oftentimes, these channels do not work well together, nor do they provide a convenient solution for clients to reach in with ad-hoc requests with audit trails. Particularly, client communication and collaboration lend itself to a lot of manual processes that lack structure and take up time. And through disparate channels, communication falls off, key documents are lost, untimely actions etc. resulting in loss of revenue / AUM and is a negative client experience.
Businesses need to bring focus to this chaos by providing an all-in-one channel for managing their client business and streamlining their wealth building journeys and processes with digital interaction workspaces and workflows. As stewards of client’s wealth aspirations the Private Banker / Relationship Manager should be able to connect securely with their clients. Organizations need to keep pace with the evolving needs of clients, as they increasingly demand the convenience of digital, without sacrificing personalization. Because of this, their client interaction solution needs to blend both structured wealth building workflows and automation with workspaces to support the human interaction required.
Powering an all-in-one client interaction solution ensures all interactions are stored and captured, time-stamped and can conduct audit trails to address the stringent legal and compliance requirements in today’s world. Organizations must have the ability to track and measure performance with searchable, real-time insights. Allowing managers to maintain visibility into all client accounts, while staying on top of all details. It is crucial today for businesses to gain visibility into how their organization is performing to their goals, monitoring their progress and growth on an ongoing basis so they can easily identify areas where the organization can improve upon.
WHY ATTEND?
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Learn how to extend existing digital channels with secure messaging capabilities to drive in-app client engagement and build resilient Client Servicing models
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Learn how to power RM assisted wealth building journeys to accelerate velocity of driving revenue / AUM
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Learn how CIO office / client analytics team can drive timely and meaningful engagement with clients and their relationship teams
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Learn how to engage and service clients at the edge of segment boundary via Pool Based Servicing Model
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Learn how to empower frontline with mobility, streamline business processes without sacrificing personalization and increase productivity
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Gain visibility, measure and track all client interactions with your business to ensure goals are met
WHO SHOULD ATTEND?
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Head of Private Banking
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Head of Wealth Management
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CIO
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COO
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CTO
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CISO
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Chief Digital Officer
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Head of Digital
TARGET INDUSTRY
BOARDROOM AGENDA
10:30 AM – 11:00 AM
Registration & Networking
11:00 AM – 11:05 AM
Welcome Address by Verve Management
11:05 AM – 11:15 AM
Welcome Remarks by Moxo
11:15 AM – 11:30 AM
Poll: Powering Wealth Building Journeys and Elevating Client Experiences
11:30 AM – 12:00 PM
Solution Presentation
12:00 PM – 12:15 PM
Customer Cases
12:15 PM – 12:30 PM
Q&A and Closing Remarks
12:30 PM – Onwards
Lunch
BOARDROOM LEADERS
REGISTRATION fORM
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