Affluent banking 2013

16 to 17 May 2013

Developing a new, profitable relationship banking model for the affluent segment


This is the third year of the Efma Affluent Banking Conference. This segment continues to be attractive to banks in all markets across Europe and beyond. However, it also faces challenges such as new regulations, lower margins but higher customer expectations, the need to revisit organisational structures and service models and, most notably, the need to strengthen the customer relationship.

The conference will be of interest and value to all those involved in managing or supporting the affluent segment. It will include presentations and case studies from leading industry figures, as well as panel sessions in which there be time for interactive discussions between delegates and speakers.

Key questions

How can retail banks acquire and retain customers more effectively? For acquisition, what role should be played by the branch, employee hunters and gatherers, customer recommendation and endorsement, and pricing and packages? For retention, what techniques and loyalty programmes should banks be using?

How can banks strengthen the customer relationship? An exploration of the new customer servicing and relationship management model. Success stories from remote relationship management.

How can banks strengthen their advisory strategy? The training, motivation and reward of affluent banking relationship managers.

Hot topics

Some other important key topics that will be discussed include:

Achieving the best mix of physical and remote channels

Establishing pricing and fee income for affluent customers

The impact and management of affluent banking regulations

Innovative product and service development for affluent customers

Performance management approaches and techniques for the affluent segment

New affluent marketing and communication strategies

We thank our partner

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