How to digitize the affluent customer relationship

Voice of the Members

November 2019

This document aims to show the challenges banks have to face in order to digitize their relationshionship with their affluent customers as well as their wealth management and private banking services.

It will contain exclusive interviews with senior executives from Alliance Bank Malaysia, CaixaBank Banca Privada, Millennium bcp, Nagelmackers, Nykredit, OTP Bank, Standard Bank and UBS.

© An exclusive paper strictly reserved for Efma members only

Keywords : Financial advice , Digital/Mobile channels , Affluent/Private , Customer service