Affluent & Private Banking eCouncils 2020

In this time of uncertainty, Efma is adjusting its strategy to better serve its members. To that end, we will be transforming the format of our quarterly executive councils, exclusive groups of senior executives from leading Efma member banks and insurance companies, into eCouncils.

Efma has decided to extend its exclusive councils to the entire Efma community (members and non-members) with connection and sharing as two of our core values. As financial institutions worldwide are looking to adapt and manage current challenges, there is no better time to connect and seize the opportunities that these uncertain times offer.

The Affluent’s and Private Banking eCouncils will focus on how financial instituions will continue to operate, serve their customers, and contribute to slowing down the propagation of the virus. We will focus in sharing best practices and discuss common problems among peers. We will have some experts, participants from  around the world talking about the effects of COVID-19 crisis and specially talking about the new normality in the aftermath:

- How will our products/services be?
- How will we interact with our customers?
- How and which will be our distribution channels?
- How will we prepare BCP (Business Continuity Plans) to be ready for future crisis?
- How will it change the way of working of our employees?
- How can we move forward in our way to Digitalise our segment?

How to Digitize the Affluent Customer relationship? Is Covid-19 an opportunity for this challenge?
We are currently fully living the “new normal” after Covid-19 crisis. Digitalisation has been a big challenge for banks for a long time, specifically for the Affluents segment, as a way to be more efficient, to stay connected 24/7, to be more accessible to customers and improve Customer Experience and satisfaction but most importantly to acquire the new generation of customers. As a result of this pandemic crisis, all the financial players had to booster Digitalisation because of the lockdown, not only to the customer but also internally with their employees. Most of them, both customers and employees, have accepted this situation. Which bring us to wonder whether this big challenge about digitalization is still a challenge or if it has become a natural consequence of the whole crisis?
We will have a 90 min session with experts and participants from different companies around the world to share their experiences, challenges, successes and failures and mainly answer to this question: How can we digitize Affluents segment and what is neede to succed with them? ! You cannot miss it!


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Affluent & Private Banking eCouncil Director
Silvia Cunill

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Affluent & Private Banking eCouncil Chairman
Tim Rooney
TSR Solutions

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Affluent & Private Banking eCouncil Chairwoman
Laura Comas


To get more information regarding the terms and application conditions to join the Efma eCouncils, please contact:

mailys_mertian_2.png (66 KB)   Maïlys Mertian
  Council Program Director
  +33 1 47 42 66 39


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