Creating a high-value banking experience for affluent customers

Both the affluent and private banking sectors will continue to grow in 2018, spurred by the rise in the number of technologies that enable banks to deliver the kind of customized and value-added services and experiences wealthy customers demand.

To capitalize on this predicted growth, banks will have to develop new business models to ensure they can cater to the needs of existing and potential affluent and private banking customers, while operating sustainably. Set to take place on 13-14 June 2018 in Paris, Efma’s Affluent and Private Banking Summit will provide industry players will all of the knowledge and expertise they need to create the strategies that will help them to achieve these goals.

Delegates at the event will use case study presentations, breakout sessions and panels to discuss key topics such as:

Digital, data, automation and new entrants

• Multichannel and digital: applying learnings from behavioral finance in digital channels
• Fintechs and the rise of robo-advisors: should banks partner with fintechs, or do it from scratch
• Personalization: increasing customization calls for banks to redefine the value proposition for high-value customers

Business models for an evolving market

• How new entrants impact profitability and intensify competition among traditional players
• Revamping the value proposition of wealth managers
• Decoupling advisory and products: how automated advisory services affect the own-channel distribution model
• Changing the business model
• Overlap with SME banking: cross-lead generation, customer acquisition
• MiFID 2: getting ready to do business under the new Markets in Financial Instruments Directive
And there's more... Increased knowledge & networking opportunities
Get the most out of your time at Affluent & Private Banking Summit with the SME Banking Summit taking place in parallel, at the same venue! A chance to network more and learn about the benefits of viewing SME business owners as private and affluent banking customers.
Have a look on: www.efma.com/sme18
Secure your place at the summit now to ensure you don’t miss out on the chance to discover the secrets behind developing a successful banking offering for affluent customers!


Speaker presentations

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Speaking Institutions

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Qamar Saleem
Qamar Saleem International Finance Corporation (USA)
Regional Manager Asia and Global SME Banking Lead, Financial Institutions Group, IFC
Meike Bradbury (PhD)
Meike Bradbury (PhD) Credit Suisse
Vice President Advisory Process
Alexis Car
Alexis Car Raiffeisen Bank International
Executive Director, International Premium & Private Banking
Elias Ghanem
Elias Ghanem Capgemini
Vice President, Global Head of Market Intelligence, Financial Services
Evy Theunis
Evy Theunis DBS Bank Singapore
Executive Director
Didier Merle
Didier Merle MCB Mauritius Commercial Bank
Head of Private Banking
Federico Neri
Federico Neri Poste Italiane
Head of Private/Premium Segment
Peter Schramme
Peter Schramme Objectway
Chief Business Development Officer
Silvia Cunill Calvet
Silvia Cunill Calvet Efma
Regional Manager Iberia, Africa & Latam. Innovation Program Manager
Kurt Vanhee
Kurt Vanhee Objectway
Director Professional & Customer Services
Cornel Dixon
Cornel Dixon Backbase
Head of Middle East and Africa
Martin Gregor Schuricht
Martin Gregor Schuricht Nykredit Bank
Managing Director - Private Banking
Philippe Wallez
Philippe Wallez ING Belgium
Managing Director, Retail & Private Banking
Luca Facchini Provera
Luca Facchini Provera Intesa Sanpaolo
Head of Affluent Segment - Marketing
Sander Cansever
Sander Cansever Yapi Kredi Bankasi
Head of SME Banking Strategic Marketing
Marta Mróz-Sipiora
Marta Mróz-Sipiora Asseco Poland
Product Manager
Malin Hlawatsch
Malin Hlawatsch Swedbank
Head of Private Swedbank Sverige
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