Earlier this year in Geneva, as part of our 2024 Client Experience roadshow event series, we invited a number of technology vendors to showcase – with live demos – their solutions relevant to the needs of clients and advisers in enhancing the client experience in wealth management.
The half-day event brought together key players from both the Swiss and international wealth management sectors to discuss the latest trends and advancements in the area of client experience. The event featured keynote presentations on the core event theme, a number of live demos from technology vendors, and informative and insightful panel discussions. Event participants included executives from private and cantonal banks through to family offices, external asset managers, technology vendors, and consultants. All shared their experiences, insights, and visions for the future of client experience in wealth management.
In this video, watch Managing Director of moneyinfo Tessa Lee demonstrate how the client onboarding process in wealth management can be streamlined – using moneyinfo’s digital solutions – to deliver a significantly enhanced overall client experience.
