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Technology as a client acquisition tool

About the Event

With a $15tn transfer of wealth taking place from baby boomers to millennials, a new group of digital natives is seeking highly efficient private bankers to manage their assets. But banks must change their mind set in order to adjust to this new digital age, while still maintaining a personal service for private clients.

In our recent round table with PWM, we looked at the digital challenges wealth managers are faced with and the importance of overcoming them as an industry. The first video of the series looks at technology as a client acquisition tool.

We need to think about how to use technology to help acquire clients through proactive methods, through artificial intelligence, through data mining, through leveraging social networks of existing clients, which is not being done in wealth management at all, but is being done in other industries.”- Gary Linieres, CEO, WDX


Round Table Participants

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

Nicholas 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