Agenda
Jean-Philippe Bersier - speaker
Director of Sales & Marketing at ERI
24 September 2024
- 09:25 – 10:05 | Panel discussion – Delivering a modern client experience in wealth management
Tuesday 24 September 2024
Société Suisse des Entrepreneurs Genève
About this event
Join The Wealth Mosaic for the Geneva edition of the Client Experience Toolkit 2024 Roadshow on September 24th at SSE Genève in Geneva, Switzerland. The event, running from 8:30 AM to 12:30 PM, will dive into the latest trends, themes, and technologies shaping client experience (CX) in wealth management. Don’t miss the opportunity to hear several CX-related technology demos and stay ahead in the industry on all things CX!
The wealth management sector’s clients are changing. Heightened expectations, new segments, different needs, greater focus on technology, diverse market propositions, and a technology-enabled client experience are must-haves for today’s client-relevant wealth management business. With this in mind, The Wealth Mosaic, have developed a CX dedicated programme including its recent Client Experience Toolkit 2024, a thematic-report showcasing 11 CX-related themes and technologies, and a series of corresponding roadshow events to uncover, discuss and share insight into the driving themes of CX in wealth management.
The Client Experience Toolkit 2024 Roadshow and supporting report will be hosted in Geneva, Zurich, London, Singapore and Dubai throughout September and October to further explore the topic of CX in wealth management, highlighting its relevance and detailing technologies available in the vendor marketplace to elevate the client experience.
WHAT TO EXPECT AT THE ROADSHOW?
What are the main drivers of client experience in the wealth management sector? How is the industry evolving? What are some of the latest technology offerings available to elevate the client experience? We aim to answer these questions and many more with our insight-filled roadshow agenda.
We look forward to seeing you there! Fill in the contact form below to meet with us and find out more about our solutions and how technology can support your company’s growth strategy.