• 18 May 2022

Wednesday 2:00 PM to 4:00 PM (CEST)

How to maintain customer satisfaction in a context of low interest rates and rising inflation?


In recent times, we have been living with an environment of very low rates, even negative rates, which have led to changes in the way Affluent customers invest and save. In this first Affluent Best Practice Forum of 2022, we are going to talk with experts who will share with us how they have faced these challenges while maintaining satisfaction and a good customer experience, as well as what changes they see in the near future in environments with interest rates that remain low but inflation is getting higher and higher


Together with our guest speakers, we will have a look at the following:

  • The portfolio of products they offer: investment funds, savings insurance, retirement plans, private equities,...
  • How they organize the advisory services
  • How to keep a high level of satisfaction of the customers 
  • How they adapted to the low interest rate period in terms of new services, commissions, etc.

Building on its more than 50-year experience in creating opportunities for meaningful exchange of insights, Efma is bringing a new gathering format that will facilitate best practice sharing in a safe environment. These gatherings are reserved for senior members of our network.

The Best Practice Forum on Affluent & Private Banking will inspire change and growth by bringing you concrete case studies, experts' views based on the latest research, keynote speeches, open discussions to amplify learning for all, and the possibility to engage with peers and develop your network of contacts! 


profile picture of Tim Rooney

Tim Rooney



profile picture of Laura Comas

Laura Comas


Private and Premier Business Development Director

profile picture of Fernando Murillo

Fernando Murillo


Director of Market Information

profile picture of Nicolo Pittiglio

Nicolo Pittiglio

McKinsey & Company

Senior Expert

profile picture of Pratima Nundoosingh

Pratima Nundoosingh

Mauritius Commercial Bank

Strategy and Projects Manager, Private Banking and Wealth Management

profile picture of Vanessa Lai

Vanessa Lai

Mauritius Commercial Bank

Portfolio Manager


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