Video Interview from ERI

WealthTech Talks: interview with Jean-Philippe Bersier, Director of Sales & Marketing, ERI (Part 3)

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
| 27/05/2025 06:00:00

In this third video in a four-part series focused on the client experience in wealth management and recorded in Geneva, Switzerland, Jean-Philippe is asked to provide his view on:

  • What is the generational shift in wealth management, and how this is impacting wealth management
  • How this shift is in turn impacting technology vendors?