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Redefining HNW Client Onboarding for the Hybrid Advice Era

Private Banking Webinar
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Private banks and wealth managers work with complex clients with rapidly evolving needs. However, regulatory pressures, siloed legacy systems and disjointed processes are all negatively impacting the client experience.Now they are faced with a new generation of high-net-worth (HNW) individuals who expect the best aspects of both traditional human advice and frictionless, automated digital platforms.

Join Fenergo’s industry experts for an exploration of the current state of client onboarding and operational efficiency within private banks and wealth management firms and discover what best practice HNW client onboarding looks like.

When: Thursday | July 11th 2019 | 3:00pm BST / 10:00 EDT

In this webinar, you'll learn: 

  • The key industry challenges facing private banks and wealth managers
  • Why firms should digitalize client onboarding processes for increased operational efficiency
  • How to transform the HNW client experience with a single end-to-end client journey
For more information contact us at [email protected]

Experts:

Steve D'Souza, Global Head, Private Banking & Wealth Management, Fenergo

With over 25 years’ experience in the WealthTech space, Steve D’Souza leads the Private Banking and Wealth Management division within Fenergo. Steve oversees the division’s go-to market strategy while ensuring current and prospective client needs are fully met within his division.

Brendan Doyle, Product Manager PB & WM, Fenergo

Brendan has over 15 years’ experience across private banking, wealth management and client onboarding. Prior to joining Fenergo, Brendan worked in two top tier banks delivering global client onboarding and KYC solutions. Brendan is responsible for driving the private bank & wealth management product roadmap within Fenergo.

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Tom Nicholas, Senior Client Solutions Consultant PB & WM, Fenergo

Tom has over ten years' experience’ delivering software solutions dedicated to the financial services sector. Tom joined Fenergo in 2018 as part of the Client Solutions Team, specializing in Private Banking & Wealth Management.