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!
Event replays and speaker presentations are reserved for Qorus members and event attendees.
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Reinvent Forum Barcelona
Be a part of the conversation breaking down the traditional banking models as well as the Innovation Route guided by the minds behind the project of Caixa Bank Innovation.