Swaminathan Ganesan
Head of Business Consulting, APAC
Newgen Software
David Wager
Director Private Banking & Wealth Management
Synpulse Singapore
HNI engagement always is a guiding north star for financial institutions looking to transform their wealth management processes. However, it’s crucial not to ignore the regulatory and compliance aspects of the same.
Join us in this webinar to learn how you can tailor your wealth management engagement journeys to deliver a best-in-class experience to HNIs and win their trust while meeting regulatory requirements. The webinar will also present the latest trends in technology such as AI and Low-Code that is helping financial institutions with HNI onboarding, Lombard lending, Contract management and custom portfolio reporting.
Why you should attend
- Gain insights into the current trends and challenges shaping the wealth management industry
- Discover how the technology is helping bankers deliver HNI-focused engagement journeys
- Learn how real-time data insights empower wealth managers to make informed decisions and provide highly personalized services and more
Agenda
- Introduction
- Trends in Wealth Management, Use Cases, Practical Applications by Synpulse
- Wealth Management journey automation offering and Use cases by Newgen
- Q&A and Conclusion