Video Interview from ERI

WealthTech Talks: interview with Jean-Philippe Bersier, Director of Sales & Marketing, ERI (Part 4)

Jean-Philippe Bersier, Director of Sales & Marketing, ERI, shares his observations and insights on the evolution of client experience in wealth management

Share this resource
company

Digitalising and streamlining your processes to achieve operational efficiency that anticipates your clients’ needs

View Solution Provider Profile

Connect with ERI

solution

OLYMPIC Banking System - Core Banking

OLYMPIC Banking System helps you streamline and digitise complex processes from front to back office, unlocking your institution’s full growth potential. The solution covers for instance payments and remittances, loans and mortgages, savings and deposits as well as all required regulatory requirements.

view solution
by ERI
| 03/06/2025 06:00:00

In this fourth and final video in a four-part series focused on the client experience in wealth management and recorded in Geneva, Switzerland, Jean-Philippe shares his thoughts on whether the best way to deliver an enhanced client experience in wealth management is in fact to digitise the front-end of a bank’s operations?