Whitepaper: Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets

The premise for our Digital Dialogue discussion with Hubbis in July was that Relationship Managers will continue to be central to the delivery of productive client relationships in the Asian wealth management industry, particularly for the healthy HNW and UHNW segments.

Experts and leaders in the wealth industry believe this will remain true, even in the world of diminished face-to-face communication that will likely continue long after the pandemic recedes.

In short, the wealth industry is future-focusing itself and helping empower the RM community with the right strategies and the optimal digital tools and solutions so that they can deliver the best versions of themselves and the banks and wealth firms they represent. But how is this coming together and is progress moving at the right pace? 

From this whitepaper you can learn:

• How well are RMs looking after UHNW and HNW clients today?
• How well is the wealth management industry in Asia investing in and adopting the right technology solutions to boost client engagement?
• How important do you think digital technology solutions of all types are to help free up the RM’s time and energy for greater client-centricity and productivity?
• and more