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#EfmaAP16
New opportunities in an evolving market
The Efma Affluent and Private Banking Summit has become established as the place to network, share experiences and discuss the hot topics affecting these two industry segments.
As the Affluent and Private Banking sectors continue their growth, they are also undergoing changes that bring significant opportunities for transformation. Players are looking for new strategies that will enable them to achieve their goals in today’s challenging operating environment.
The Efma Affluent and Private Banking Summit 2016 will be held in Vienna at the unique and prestigious Le Méridien Vienna hotel on Thursday 15 and Friday 16 September. Each main theme will include dedicated sessions focusing on key issues, with in-depth case study presentations, audience polls, breakout sessions and panels to discuss insights.
Digital, data, automation and new entrants
• Multichannel and digital: applying learnings from retail banking in higher value segments
• Fintechs and the rise of robo-advisors: stealing market share in the mass affluent segment
• Personalisation: increasing customisation made possible for mass affluent and mass market 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: replacing transaction commissions with charges for services
• Organisational change: getting ready to serve tomorrow’s market
• The impact of social models of wealth management and customer empowerment
Big versus small
• How automation, virtual channels and new entrants are eroding the advantages of scale
• Big players versus family offices/independent agents: pros and cons
Industry regulation
• How new regulations are affecting today’s wealth business
• The effect of regulations on banks’ international business
• MiFID 2: getting ready to do business under the new regulation
Study presentations at Affluent and Private Banking Summit
• Wealth management - Global market, global clients but local specificities, by Efma and Deloitte
• Evolution of private banking and wealth management resulting from digitalisation, by Efma and Comarch
• Digital engagement and collaboration, by Efma and Objectway
What delegates said at #EfmaAP16
"Very interesting presentations and speakers. The visit to Hub was super! really good."
Patricia Carla Mesquita Silverio, Caixa Geral de Depósitos
What delegates said at #EfmaAP16
"Well organized, current and interesting topics, nice participants & good hotel choice. Very helpful and kind Efma hosts."
Merve Talay, Akbank
What delegates said at #EfmaAP16
"Good panel of speakers. Good organisation. Good breakdown between private and affluent."
Marco Silvani, Lemanik SA
What delegates said at #EfmaAP16
"Interesting to know about the strategy of banks outside my home country" Alessandra Martinoni, Banca Mediolanum
Interested in sponsoring this event?
We offer you a wealth of opportunities:
Take advantage of our affiliation with over a third of the world’s biggest banks!
For more info, please contact sponsorship@efma.com
or +33 1 47 42 52 72
Due to Covid-19, our physical events will be postponed to 2021. We will keep you posted on any further developments regarding this matter.
Our top priority remains the health and safety of all participants at our events, including attendees, speakers, partners and Efma staff.
If you need more assistance, feel free to contact us at sarah@efma.com, we would be more than happy to help.
Stay safe.
Efma team
