Affluent and Private Banking Summit
Overview
Both the affluent and private banking sectors will continue to grow in 2018, spurred by the rise in the number of technologies that enable banks to deliver the kind of customized and value-added services and experiences wealthy customers demand.
To capitalize on this predicted growth, banks will have to develop new business models to ensure they can cater to the needs of existing and potential affluent and private banking customers, while operating sustainably. Set to take place on 13-14 June 2018 in Paris, Efma’s Affluent and Private Banking Summit will provide industry players will all of the knowledge and expertise they need to create the strategies that will help them to achieve these goals.
Delegates at the event will use case study presentations, breakout sessions and panels to discuss key topics such as:
Digital, data, automation and new entrants
• Multichannel and digital: applying learnings from behavioral finance in digital channels
• Fintechs and the rise of robo-advisors: should banks partner with fintechs, or do it from scratch
• Personalization: increasing customization calls for banks to redefine the value proposition for high-value customers
Business models for an evolving market
• How new entrants impact profitability and intensify competition among traditional players
• Revamping the value proposition of wealth managers
• Decoupling advisory and products: how automated advisory services affect the own-channel distribution model
• Changing the business model
• Overlap with SME banking: cross-lead generation, customer acquisition
• MiFID 2: getting ready to do business under the new Markets in Financial Instruments Directive
Have a look on: www.efma.com/sme18
Speakers
Agenda
Get a complete overview of all sessions, speakers, and timings across the event. Visit the full program page to plan your schedule in advance and make sure you don't miss the moments that matter most to you.
Sponsors & partners
Comarch
Founded in 1993 in Kraków, Poland, Comarch prides itself on being one of the leading software houses in Europe with over 5000 employees worldwide and more than 3000 successful projects carried out for the largest international brands. With 20 years' experience in the industry, Comarch Financial Services, a business sector within the Comarch Capital Group, specializes in developing sophisticated software and IT systems for major financial institutions in banking, insurance and capital markets. Our expertise has gained worldwide recognition and a significant portfolio of clients among insurers, banks, mutual and pension funds, brokerage houses and asset management companies in more than 30 countries. Our client list includes UniCredit, Société Générale, BNP Paribas, Swiss Life, Ergo, Oney, Allianz, and more.
Backbase
Backbase is a software company. We design products that improve the lives of real people. We have created the world’s leading lean customer experience platform. It has been designed to help you organize, create, and manage deeply relevant customer experiences across all channels, on any device to delight your customers, and deliver measurable business results. We believe that customer experience management is essential for today’s organizations to stand out from the crowd, stay relevant to their customers, and grow their business. Our mission is to help organizations transition smoothly into truly customer-centric businesses by adopting the outside-in approach that has worked so well for us and our customers. We believe that every enterprise will find success through customer-centric innovation.
Objectway
Founded in 1990, Objectway Group is a leading provider of investment management and digital software solutions to the worldwide financial services industry. Our omni-channel, omni-device software platform supports the rapidly advancing digital revolution within the wealth and investment management segment. Under the direction of CEO and founder Luigi Marciano, Objectway has seen steady growth since its inception, both organically and through strategic acquisitions, with revenues topping 60 million euros in fiscal year 2015. Our awarding-winning platform is the trusted choice of leading wealth and investment firms across the globe—from EMEA to Canada to Central America. From offices in Italy, Belgium and the UK, Objectway’s roughly 500 employees support more than 100,000 investment professionals in 15 countries, who manage more than one trillion euros in wealth. For more than 25 years, we’ve kept our focus on a single vision: combining advanced technology with a deep understanding of business needs to help our clients reshape their wealth management services.
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