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



Dominique Tanner

Head of Business Development

Six Financial Information

Dominique Tanner has served as head of business development at SIX Financial Information since 2007. As part of this role, he lead the development of a number of complex regulatory […]

Joseph Koenig

Product Manager

Swiss Post

Joseph Koenig holds a master of science in mechanics and has held various positions in product management and business development in the automotive sector in Germany and France. He joined […]

Marco Hahn

Director and Head of Digital Client Opening

Credit Suisse

Marco Hahn has led the Digital Client Opening department at Credit Suisse since April 2014 and is responsible for the customer relationship management platform, FrontNet, an integrated web-based workspace for […]

Paco Hauser

General Manager, EMEA


Paco Hauser is responsible for delivering projects to the client base. Paco has over 20 years of international experience in the financial services, the IT and the management consulting industry. […]

Pascal Leu

Business Unit Manager

Swiss Post

Pascal Leu has extensive experience as a product manager, systems engineer and customer relationship manager. He has held positions in the IT departments of Genotec AG, Adobe Systems, and green.ch. […]

Philipp Rickert

Head of Financial Services


Philipp Rickert joined KPMG Switzerland in 1996 and has been serving financial institutions as a banking expert in the country, across Europe and in the US ever since; he became […]

Stephen Brooks

Head of Client Services & Credit Risk Officer

Investec Trust Switzerland

Stephen Brooks joined Investec Bank (Switzerland) AG in April and currently serves as head of client services and credit risk officer. He has overall responsibility for all of the bank’s […]


This event has already taken place.