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 Linieres, CEO at Wealth Dynamix commented.
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
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
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