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

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OLYMPIC Banking System - Core Banking

OLYMPIC Banking System delivers to banks and financial institutions a comprehensive and integrated solution, in one entry point, that fits perfectly and responds to their clients’ needs across the entire lifecycle: Streamlined & flexible Benefit from a single, centralised entry point, allowing institutions to connect and reconcile with satellite and ancillary solutions....

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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?