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Digital solutions for relationship managers

About the Event

The second video of the series looks at the digital solutions available to relationship managers. As private banking shifts from being a supply to demand-driven industry, the days of purely selling products are over, as clients seek relationship managers for advice and to help them meet like-minded wealthy families.

Now we have developed our role into client engagement and by dealing with regulation through technology, senior management is can now actually see who their clients are rather than actually having to pander private bankers and hoping they will stay with them. So it has to be done that way and there is no other way.” Gary, CEO, WDX

 

Round Table Participants

Victor Allende, Executive Director of Private and Premier Banking, CaixaBank

Nicolas Commerot, Global Head of Advisory, Societe Generale Private Banking

Thierry Derungs, Chief Digital Officer, BNP Paribas Wealth Management

David Howard, Head of Client Services, Rathbone Brothers

Graham Kellen, Chief Digital Officer, Schroders

Gary Linieres, CEO, Wealth Dynamix

Amin Rajan, CEO, CREATE-Research

Chair: Yuri Bender, Editor in Chief, FT