How are wealth managers improving communication with clients?
Virtual event, 08 Jul 2021
Comarch is proud to be a featured partner of The Hubbis Digital Dialogue online event How are wealth managers improving communication with clients?
We will look in-depth at the whole art and science of communicating with private clients in today’s world. A panel of private banking, wealth management and fintech experts will look at these issues from a historical viewpoint, from the perspective of life and business amidst an ongoing pandemic, and they will also look ahead to how the art and science of communication and engagement will both play out in the future.
The delivery of robust communication – from analogue to digital – and optimised client engagement and experience are all essentials at any time, but most especially in the age of Covid-19 where remote dominates the landscape, by necessity but also increasingly by inclination. The ability to communicate effectively must be first and foremost on the list of must-haves, and it is not simply the right digital tools, but understanding when to speak up and being able to tackle complex subjects and potentially awkward topics with sensitivity. And communication is not only about the multiple channels of delivery; it is about carefully curated advice and information that is truly relevant and suitable, with the banks and other incumbents leveraging client behaviour, data, analytics, AI, machine learning, and a host of client-friendly digital media, which are all so vital for client engagement and loyalty.
Anna Sacha, senior consultant at Comarch, will take part in expert discussions during the event
Join us on Thursday 8th July, 2021 - 3.00pm - 4.00pm HKT/SGT
We will look in-depth at the whole art and science of communicating with private clients in today’s world. A panel of private banking, wealth management and fintech experts will look at these issues from a historical viewpoint, from the perspective of life and business amidst an ongoing pandemic, and they will also look ahead to how the art and science of communication and engagement will both play out in the future.
The delivery of robust communication – from analogue to digital – and optimised client engagement and experience are all essentials at any time, but most especially in the age of Covid-19 where remote dominates the landscape, by necessity but also increasingly by inclination. The ability to communicate effectively must be first and foremost on the list of must-haves, and it is not simply the right digital tools, but understanding when to speak up and being able to tackle complex subjects and potentially awkward topics with sensitivity. And communication is not only about the multiple channels of delivery; it is about carefully curated advice and information that is truly relevant and suitable, with the banks and other incumbents leveraging client behaviour, data, analytics, AI, machine learning, and a host of client-friendly digital media, which are all so vital for client engagement and loyalty.
Anna Sacha, senior consultant at Comarch, will take part in expert discussions during the event
Join us on Thursday 8th July, 2021 - 3.00pm - 4.00pm HKT/SGT