How to use AI to improve the experience of your affluent customers?

The organizations that create true customer experiences will no doubt thrive in the digital economy. But how can you make sure that you create the best experiences for your affluent and private customers...?

Building on its 50-year experience in creating opportunities for meaningful exchange of insights, Efma is bringing a new gathering format that will facilitate best practice sharing in a safe environment. These gatherings are reserved for senior members of our network.

The Best Practice Forum on Affluent & Private Banking will inspire change and growth by bringing you concrete case studies, experts' views based on the latest research, keynote speeches, open discussions to amplify learning for all and the possibility to engage with peers and develop your network of contacts! 

Speaking Institutions


Gema López Martín
Gema López Martín CaixaBank
Value proposition and Customer Experience Manager
Tim Rooney
Tim Rooney MeDirect
Thorsten Brackert
Thorsten Brackert BCG
Partner & Director, Retail Banking & FI Operations
Rudradeb Mitra
Rudradeb Mitra Omdena
Product Mentor
Imre Rokob
Imre Rokob Dorsum
Business Unit Director, Wealth Management Products
Laura Comas
Laura Comas CaixaBank
Private and Premier Business Development Director
Maciej Swiderek
Maciej Swiderek Dorsum
Country Manager Poland
Vyom Upadhyay
Vyom Upadhyay ICICI Bank
Head of Business Intelligence Unit
Silvia Cunill Calvet
Silvia Cunill Calvet Efma
Regional Manager Iberia, Africa & Latam. Innovation Program Manager
Frederic de Melker
Frederic de Melker Rakbank
Managing Director Personal Banking
Karol Sadaj
Karol Sadaj Aion Bank
Country Head
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Speaker presentations and recordings


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Any questions?
Miroslava Tokarova
Miroslava Tokarova Efma
Events Coordinator