Briefings

Breakfast Briefing: Converting Compliance Challenges into Business Benefits – Zurich

Tuesday - 11th November 2014

Widder Hotel
Rennweg 7, 8001 Zürich, Switzerland

About Speakers & Sponsors Register

Overview

WealthBriefing and Appway, the client onboarding technology specialist, invite you to attend an exciting series of thought-leadership events tackling one of the wealth management industry’s most pressing issues today: how to wring business benefits from the increasingly costly and onerous compliance burden.

The events will mark the launch of a new research report investigating current client onboarding practices among US and European wealth managers. The findings of a wide-ranging survey of front-line professionals will be discussed in the report, along with best practice insights from senior industry executives and consultants internationally.

Client onboarding is often thought of as the last frontier in the digitisation of wealth management, but now a range of drivers are pushing firms to seek slicker, more efficient onboarding processes – ones which generate a real return on investment and help them capture competitive advantage from compliance.

About our Sponsors

Sponsors


Speakers

Stephen Brooks

Head of Client Services & Credit Risk Officer

Investec Trust Switzerland

Marco Hahn

Director and Head of Digital Client Opening

Credit Suisse

Paco Hauser

General Manager, EMEA

Appway

Joseph Koenig

Product Manager

Swiss Post

Pascal Leu

Business Unit Manager

Swiss Post

Philipp Rickert

Head of Financial Services

KPMG

Dominique Tanner

Head of Business Development

Six Financial Information


Register

This event has already taken place.