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Fast access to data and analysis

About the Event

The third video of the series looks at fast access to data and analysis. More specifically, discussing whether addressing the previously unwieldy ‘onboarding’ process has been a core part of the private banks’ workload.

Onboarding in private banking is a very big challenge and we have two ways to look at it, either as a compulsory regulatory issue, where you do it because you’re forced to, or the second way, to make it an opportunity. You can try to leverage that specific moment when you onboard a client, which must be in private banking a magic moment.” Nicolas Commerot, Global Head of Advisory, Societe Generale Private Banking

It should be a magic moment, when you onboard a client, it’s more often than not a tragic moment.” 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