Today, we embarked on a transformative journey at the Client Experience Toolkit Roadshow 2024 in the heart of Geneva. Having assembled a cadre of wealth managers and industry leaders, the stage was set for a day dedicated to redefining client experience (CX) in an ever-evolving wealth management landscape.
The day commenced with a networking breakfast, affording attendees the opportunity to connect before the engaging sessions. The keynote address by Brewen Latimier of Colombus Consulting underscored the ongoing digital transformation in private banking, utilising the Colombus Digital Index to analyse key performance indicators from 2021 to 2024. His insights outlined both challenges and opportunities, equipping attendees with strategies to navigate this dynamic environment.
A panel discussion featuring industry leaders, including Arash Sorouchyari, Jean-Philippe Bersier, and David Navama, further explored the contemporary client experience landscape. They emphasised the importance of technology in delivering on elevating client expectations, and enhancing personalisation within wealth management.
The event also featured impressive technology demonstrations from notable technology providers like Croesus, Storyline AI, InvestGlass, and InvestCloud. These innovations showcased how technology continues to reshape client interactions.
A gathering of innovation and insight
The Client Experience Toolkit Roadshow 2024 in Geneva brought together passionate professionals committed to revolutionising client engagement. On a day that blended networking, learning, and technological innovation, attendees left equipped with new strategies and insights to navigate the future of wealth management. The event saw an exchange from a variety of industry experts, each contributing to a shared vision of enhanced client experiences.
Innovative demos that inspire action
With a range of innovative technology vendors taking the stage, attendees witnessed first-hand how cutting-edge tools are changing the face of client experience in wealth management.
From Croesus’s automated portfolio rebalancing that emphasises tax efficiency, to Storyline AI's novel approach of using personalised video content in client communication, each demonstration provided a glimpse into the future of client engagement. InvestGlass showcased their omnichannel solutions, simplifying processes to enhance client resilience, while InvestCloud presented a seamless digital path for prospective clients, leveraging data to create engaging experiences that transform leads into loyal long-term partners.
These demos did more than just showcase technology—they exemplified the transformative power of innovation in shaping a client-centric approach.
Join the debate focused on client-centric wealth management
The Client Experience Toolkit Roadshow 2024 in Geneva was more than just an event; it was a call to action for wealth managers to embrace the opportunity to positively impact he realm of client experience. The insights gathered, discussions held, and technology demonstrated pave the way for a new era focused on not just meeting but exceeding client expectations.
Engage with your colleagues, leverage the insights gained, and drive your organisations towards excellence in client engagement. The future of wealth management is ripe with opportunities. Look out for further content we will share from these events going forward, as we strive to maintain the dialogue and knowledge exchange from these insightful events.
ABOUT THE TOOLKIT REPORT SERIES
Following this first report on CX, this report series will publish ongoing reports mixing thematic, geography and wealth manager-segment focused releases. Next in the series, we are looking at:
• AI Toolkit 2024: October-November 2024
• Middle East Toolkit: February-March 2025
• Future Proof Toolkit: April-May 2025
• UK Toolkit: June-September 2025
• Adviser Toolkit: September-October 2025
• APAC Toolkit: October-November 2025
For participation and pricing details for our Toolkit Report Series, see the editorial programme here.
ABOUT THE TOOLKIT ROADSHOW
Following each report, we will look to deliver supporting Roadshow events. For the CX Toolkit Roadshow, we are hosting events in Geneva, Zurich, London, Singapore and Dubai in late September and into October. These are free to attend for any form of wealth manager and provide technology vendors an opportunity to sponsor or demo.
Join us at the Client Experience Toolkit Roadshow 2024:
• Zurich – discover more and register here
• London – discover more and register here
ABOUT THE WEALTH MOSAIC
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, TWM is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
Discover our latest reports!
Client Experience Toolkit 2024 – read here
Swiss WealthTech Landscape Report 2024 – read here
WealthTech 2024 – read here
