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The wealth management industry is facing the challenges such as intense competition, fee compression, stricter regulations, and evolving customer needs. The impact of these forces and the response of industry stakeholders give rise to critical trends in customer preferences, new technologies, changing advisory models, and security and compliance.
Key topics for discussion include partnership in the digital transformation era, security program across the enterprise, sustainability & ESG and more such themes.
Meet strategy-sharing Speakers from KBC Asset Management, Aazzur, Invyo, e-fundresearch.com Data, Lumen spei and discuss upon incisive industry case studies.
The case study discussions will revolve around best practices in ESG Asset Manager & Fund Selection, mass customization at scale, hybrid financial adviser.
BIS Group (Business Intelligence Services) is an event production and management company based in Europe, specializing in organizing small-scale business meetings and conferences.
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