Digitally-enabled client engagement - Video -

The Banker's Fresh Perspectives, in association with Finantix, looks at barriers to the success of digital initiatives to improve customer engagement in wealth management, as identified in the most recent Finantix Market Survey, and how artificial intelligence and deep sector knowledge can help banks and wealth managers improve relationship management.

Wealth managers and banks are coming under greater cost pressures, as well as increased competition from roboadvisors. The old model of customer engagement, with annual reviews and occasional touch points when new products are rolled out, is not sufficient to provide added value to the client. But with the advent of artificial intelligence and deep sector knowledge, a new model - based on improved customer experience with personal, relevant, timely and actionable information - can deliver a customer-first perspective, generating touch points when the client requires.

In conversation with:

Alessandro Tonchia, Head of Strategy and Co-Founder of Finantix

 
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Redefining Your Client Engagement Model. Discover why it’s imperative. And how to make it happen

Highly engaged clients are more loyal. They are more active as referral sources. And they are more open to new investment ideas. How can technology re-define – and re-energise – your client engagement practice?

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