asianprivatebanker.com
Open in
urlscan Pro
203.90.228.75
Public Scan
Submitted URL: https://info.asianprivatebanker.com/e3t/Ctc/T5+113/c4S3B04/VWs-6T63y9vFN4wK2sPh-DlkVkMXxJ4GGvhJN2H2jyV5nCVBV3Zsc37CgPbXW1mqhbl5kB8xh...
Effective URL: https://asianprivatebanker.com/webinars/whats-next-in-client-engagement-tools-and-strategies/?utm_campaign=2022%20Webinar%3A%20...
Submission: On March 15 via api from CH — Scanned from DE
Effective URL: https://asianprivatebanker.com/webinars/whats-next-in-client-engagement-tools-and-strategies/?utm_campaign=2022%20Webinar%3A%20...
Submission: On March 15 via api from CH — Scanned from DE
Form analysis
3 forms found in the DOMName: loginform — POST https://asianprivatebanker.com/login/
<form name="loginform" id="loginform" action="https://asianprivatebanker.com/login/" method="post">
<p class="login-username">
<label for="user_login">Username or Email Address</label>
<input type="text" name="log" id="user_login" class="input" value="" size="20" placeholder="Work email">
</p>
<p class="login-password">
<label for="user_pass">Password</label>
<input type="password" name="pwd" id="user_pass" class="input" value="" size="20" placeholder="Password">
</p>
<p class="login-remember"><label><input name="rememberme" type="checkbox" id="rememberme" value="forever" checked="checked"> Remember Me</label></p>
<p class="login-submit">
<input type="submit" name="wp-submit" id="wp-submit" class="button button-primary" value="LOGIN">
<input type="hidden" name="redirect_to" value="https://asianprivatebanker.com/webinars/whats-next-in-client-engagement-tools-and-strategies/">
</p>
</form>
Name: wpaloginform — POST
<form name="wpaloginform" id="wpaloginform" action="" method="post">
<p>
<label for="user_email_username">Login with email or username</label>
<input type="text" name="user_email_username" id="user_email_username" class="input" value="" size="25" placeholder="Work email">
</p>
<div class="relative"><i class="fa fa-magic" aria-hidden="true"></i><input type="submit" name="wpa-submit" id="wpa-submit" class="button-primary" value="Email me a link"></div>
<p></p>
<input type="hidden" id="nonce" name="nonce" value="da3187d9e2">
</form>
GET /
<form role="search" method="get" id="searchform" class="searchbox" action="/">
<div><label class="screen-reader-text" for="s">Search for:</label>
<input type="text" value="" name="s" class="searchbox-input ui-autocomplete-input" id="s" placeholder="Search 5,000+ articles" data-swplive="true" onkeyup="buttonUp();" autocomplete="off">
<input type="submit" id="searchsubmit" class="searchbox-submit" value="">
<span class="searchbox-icon"></span>
</div>
</form>
Text Content
* Login * Enquire for a free trial ILLUMINATING PRIVATE BANKING IN ASIA. Menu Skip to content * About Us * Events & Webinars * Awards * Videos * Contact LOGIN Username or Email Address Password Remember Me Forgot password? Not a subscriber? Request for an account Long password? Hard to type? We can email you a magic link so you can sign in without having to type your password. Login with email or username NEED HELP? Please see our FAQ Guide or email help@asianprivatebanker.com We are available Mon - Fri 9am - 6pm HKT * * * Home * * CIO * DPM * Instruments * Providers * Sustainable Investing * * Family Office/IAM * Financial Reports * Final Word 2020 * * Straight Talk * * Data Analytics * Fintech * RegTech * App Map * * Insurance * Philanthropy * Succession * Trusts * * * View All * * Asia AUM * Asia RM * China AUM * China Client Count * India AUM * India RM * -------------------------------------------------------------------------------- * * * APB * * About Us * Events & Webinars * Awards * Videos * * Digital Round-Up * Press * Advertise * Contact * * SUBSCRIPTION * Login Subscribe Trouble logging in? * FAQ * * * FOLLOW US * Investments * * View all Investments * * ESG 2.0 – Transition is not an excuse for greenwashing: Eugenia Koh of StanChart WM15 March 2022 * * BNP Paribas to form US$3B asset management JV in India15 March 2022 * * CIO * * CIO Weekly – RMB a safe haven from Ukraine chaos: Stefanie Holtze-Jen of Deutsche Bank IPB10 March 2022 * * “Experience, not gender, defines how you take on challenges”: Three female CIOs on their rise to the top7 March 2022 * * DPM * * DPM Corner – Our quantitative approach shields clients from volatility: David Loo of Lombard Odier11 March 2022 * * Why UBP is moving client exposure away from Europe and China8 March 2022 * * Instruments * * Singapore boutique woos family offices with new crypto hedge fund11 March 2022 * * VC investing in Asia is a sweet spot which family offices do not want to miss2 March 2022 * * Providers * * BNP Paribas to form US$3B asset management JV in India15 March 2022 * * Pricing power adds pep to hard tech in Asia: BNP Paribas AM8 March 2022 * * Sustainable Investing * * ESG 2.0 – Transition is not an excuse for greenwashing: Eugenia Koh of StanChart WM15 March 2022 * * Climate change tops the agenda in DBS’s bid to train RMs9 March 2022 * * Industry * * View all Industry * * Noah International on investment opportunities in the Greater Bay Area11 March 2022 * * Singapore boutique woos family offices with new crypto hedge fund11 March 2022 * Family Office/IAM * * Singapore boutique woos family offices with new crypto hedge fund11 March 2022 * * Two Credit Suisse PB execs join Singapore-based independent outfit10 March 2022 * Financial Reports * * Which private banks had the best 2021 earnings growth in Asia?1 March 2022 * * OCBC records higher wealth management income in 202123 February 2022 * Final Word 2020 * * Final Word 2020: Development of family office-supportive ecosystem8 January 2021 * * Final Word 2020: Client engagement in post-pandemic environment7 January 2021 * People * * View all People * * Senior RM for Thai market departs Morgan Stanley PWMA for family reasons14 March 2022 * * The world according to Vincent Chui: Morgan Stanley PWM Asia’s head on inflation, Omicron and how to hire RMs14 March 2022 * Straight Talk * * The world according to Vincent Chui: Morgan Stanley PWM Asia’s head on inflation, Omicron and how to hire RMs14 March 2022 * * AUM growth is only a “second priority”: Marc Pictet28 February 2022 * Technology * * View all Technology * * Greater Bay Area: Technology is key to attracting and retaining investors14 March 2022 * * HSBC GPB to launch online trading of structured products “in a few weeks”9 March 2022 * Data Analytics * * DBS PB to roll out hyperpersonalised client insight tools for RMs before year-end2 November 2021 * * Indosuez WM picks ICE for better portfolio and margin optimisation23 September 2021 * Fintech * * HSBC GPB to launch online trading of structured products “in a few weeks”9 March 2022 * * Privacy concerns drive reluctance of wealthy clients to have all communications with PBs documented4 March 2022 * RegTech * * HKMA financial crime lab and thematic review must train banks’ attention on AML regtech developments12 August 2021 * * HKMA highlights key actions for Regtech adoption by 20252 July 2021 * Tech Reports * 2019 Mid-year PB Tech Survey APB App Map Update * Wealth Planning * * View all Wealth Planning * * As Hong Kong buckles under fifth COVID wave, BNP, HSBC and UBS explain philanthropic advisory services25 February 2022 * * Pictet WM adds Asia philanthropy services head to meet rising needs in the region8 February 2022 * Insurance * * Lioner complements financial institutions in the ecosystem: Andrew Chan7 December 2021 * * Term life insurance provides an “economical solution” for HNWIs: Transamerica7 December 2021 * Philanthropy * * As Hong Kong buckles under fifth COVID wave, BNP, HSBC and UBS explain philanthropic advisory services25 February 2022 * * Pictet WM adds Asia philanthropy services head to meet rising needs in the region8 February 2022 * Succession * * Asia’s NextGens will professionalise management of UHNW family wealth9 October 2020 * * FOs play key role in professionalising succession planning: Golden Equator Wealth3 June 2020 * Trusts * * As Asian families migrate and become more global, trusts gain in importance29 October 2021 * * Surge in Hong Kong emigration pushes HNW families to focus on better succession planning24 September 2021 * Regulations * * View all Regulations * * February Regulatory Round-up: HKMA urges banks to implement vaccine passports8 March 2022 * * Privacy concerns drive reluctance of wealthy clients to have all communications with PBs documented4 March 2022 * * Data * * Asia * Private Banking AUM Wealth Continuum AUM Private Banking RM Headcount & AUM per RM * China * Private Banking AUM Private Banking Client Count & AUM per Client * India * Private Banking & Wealth Management AUM Private Banking & Wealth Management RM Headcount & AUM per RM * Research * 2020 Private Banking COO Survey Navigating Wealth Transfer Report Succession Planning Report Cross-Border Compliance Report IAMs' Investment Strategy Report Client Tax Reporting * Search for: Menu Home » Webinars » What’s next in client engagement tools and strategies? WHAT’S NEXT IN CLIENT ENGAGEMENT TOOLS AND STRATEGIES? Consumer electronics have taught private banking clients to expect the same kind of effortless, asynchronous and conversational interactions and services from their banks as they would from other services. As a result, private banks have transformed their digital capabilities dramatically and are now offering a combination of digitally enabled services and human advisors to deliver complex financial recommendations to clients with ever-growing expectations. * Which of the latest digital solutions are banks applying today and how are they balancing those with face-to-face interactions and the need to meet their own business objectives? * What are banks doing to stay relevant? Which bank strategies need redefining to deliver future-forward client engagement capabilities? * Are banks embracing the full scope of digital innovations? Has the bar for convenience and customisability been raised? Join this webinar to find out the latest trends in client engagement tools and strategies, and how private banks are bringing into play RM expertise, robo-advisory, AI, machine-learning and data analytics to be able to deliver the best client interaction. SPEAKERS CHERRIS WONG CHIEF OPERATING OFFICER, DEUTSCHE BANK Cherris has been in Deutsche Bank WM for 15 years and she is Chief Operating Officer for North Asia since Nov 2018. Read More Prior to that, she was heading Fixed Income trading desk for APAC. She has over 20 years of experience in the financial services industry with prior experience in HSBC Private Bank and JPMorgan Asset Management. She graduated with a Master Degree in Science, Investment Management from The Hong Kong University of Science and Technology and a Bachelor Degree in Science from The Chinese University of Hong Kong. Read Less GREG KING, CFA SENIOR DIRECTOR, HEAD OF WEALTH MANAGEMENT STRATEGY, FACTSET Greg has spent his 25 year FactSet career focused on the Investment & Wealth Management markets, in both Sales and Product leadership roles. Read More For the past four years, he has led Strategy and Product Development for the Wealth Management business unit, championing investments in content and technology that enable FactSet’s accelerated growth in the Wealth space. Greg directs FactSet’s wealth management strategy from its European headquarters in the UK. Read Less SONJOY PHUKAN GLOBAL CHIEF OPERATING OFFICER, BANK OF SINGAPORE Sonjoy was appointed Global Chief Operating Officer of Bank of Singapore on 1 February 2017. He is responsible for the bank’s strategic change and transformation programs. Read More Prior to joining Bank of Singapore, Sonjoy served as the Chief Operating Officer for Asia, Middle East and Africa Offshore, and more recently as the Deputy CEO for the Asian wealth business based in Singapore at Barclays Wealth. Sonjoy had previously worked for Barclays in London where he was Market Head for the Africa Offshore and NRI business in EMEA; and. He had has also held senior roles at Goldman Sachs’ and JP Morgan Chase. He has an MBA from the London Business School and a First Class Bachelor’s degree in Computer Science from Trinity College Dublin. Read Less YASH WARDHAN REGIONAL SALES DIRECTOR, HEAD OF APAC WEALTH SOLUTIONS SALES, FACTSET Yash Wardhan is Regional Sales Director, Wealth Management Solutions, APAC at FactSet. Read More Mr. Wardhan has over 14 years of experience in Financial Technology, helping clients with market data and technological challenges across the wealth management Industry. In this role, his focus is on FactSet’s Wealth Strategy, Marketing, and working with partners and clients across – Analytics, Digital Solutions, and Research & Advisory business to drive growth. Prior to joining FactSet, Mr. Wardhan looked after Digital solutions- Wealth Management at Refinitiv. He has earned a Diploma in Economics and a degree in Banking and Finance. Read Less WHAT’S NEXT IN CLIENT ENGAGEMENT TOOLS AND STRATEGIES? Date: 22 March 2022 Time: 3:00pm (UTC+08:00) Register Now AddThis Sharing Buttons Share to LinkedInLinkedInShare to FacebookFacebookShare to TwitterTwitterShare to WhatsAppWhatsAppShare to WeChatWeChat VIEW MORE WEBINARS ENABLING CONVERSATIONAL BANKING March 2022 CHINA OUTLOOK 2022 November 2021 APPETITE FOR CRYPTO FUNDS IN PRIVATE WEALTH MANAGEMENT October 2021 WHAT'S NEXT IN ESG INVESTING? October 2021 FIXED INCOME STRATEGIES POST PANDEMIC - MORE OF THE SAME OR FUNDAMENTAL CHANGES? October 2021 BRIDGING TRADITIONAL INVESTING WITH INNOVATIVE LENDING September 2021 REIMAGING PRIVATE BANKING AND THE OPTIMAL TRADING EXPERIENCE September 2021 GAME-CHANGING INVESTMENT TRENDS TO SHAPE 2021 AND BEYOND March 2021 ACCELERATING ADVISOR EFFICIENCY TO DRIVE CLIENT ENGAGEMENT January 2021 INVESTING IN UNCERTAIN TIMES - REAL ESTATE INVESTMENT OPPORTUNITIES IN ASIA PACIFIC IN 2021 November 2020 FIXED INCOME PERSPECTIVES: AFTER THE VIRUS, A BINARY WORLD? November 2020 ELECTRIFYING A PORTFOLIO WITH ENERGY TRANSITION OPPORTUNITIES November 2020 ASIAN FIXED INCOME - FINDING OPPORTUNITIES BEYOND THE OBVIOUS November 2020 WHERE SHOULD INVESTORS BE FOCUSING IN 2021? October 2020 2021 – THE YEAR FOR THE GREATER BAY AREA AND WEALTH CONNECT? October 2020 THE SHIFTING AXIS OF ASIAN PRIVATE WEALTH MANAGEMENT AND THE DEVOLUTION OF GLOBAL THINKING October 2020 WHAT HAS COVID-19 TAUGHT THE PRIVATE BANKING INDUSTRY? October 2020 CEO STRAIGHT TALK & ASIA EQUITIES: THE POST-PANDEMIC OUTLOOK July 2020 THE FUTURE OF CLIENT ENGAGEMENT July 2020 ESG WEBINAR SERIES: THE 3 D’S OF GREEN INVESTING: DECARBONISATION, DIVERGENT AND DIVERSIFICATION July 2020 ESG WEBINAR SERIES: TOMORROW STARTS TODAY. SUSTAINABLE INVESTING POST COVID-19 July 2020 ESG WEBINAR SERIES: GENERATE ALPHA & DO GOOD July 2020 ESG WEBINAR SERIES: THE RISE OF THE NEXT GENERATION, THEIR NEEDS, ASPIRATIONS AND SUSTAINABLE PLANS FOR THE FUTURE July 2020 EAST MEETS WEST GLOBAL FAMILY OFFICE DISCUSSION May 2020 APB LEADERS WEEK WEBINAR SERIES: THE ART OF EXECUTION May 2020 APB LEADERS WEEK WEBINAR SERIES: GETTING YOUR CHINA INVESTMENT STRATEGY RIGHT May 2020 APB LEADERS WEEK WEBINAR SERIES: SUSTAINABILITY NOW? May 2020 APB LEADERS WEEK WEBINAR SERIES: THE FUTURE OF FIXED INCOME May 2020 APB LEADERS WEEK WEBINAR SERIES: THE EVOLVING CLIENT May 2020 APB LEADERS WEEK WEBINAR SERIES: CHASING YIELD WITH LOW QUALITY May 2020 INVESTMENTS * CIO * DPM * Instruments * Providers * Sustainable Investing INDUSTRY * Family Office/IAM * Financial Reports * Final Word 2020 PEOPLE * Straight Talk * People Moves TECHNOLOGY * Data Analytics * Fintech * RegTech * App Map WEALTH PLANNING * Insurance * Philanthropy * Succession * Trusts REGULATIONS * View All DATA * Asia AUM * Asia RM * China AUM * China Client Count * India AUM * India RM APB * About Us * Press * Advertise * Subscriptions * Events & Webinars * Contact Us * * Terms & Conditions * Privacy Policy * Contact © 2022 ASIAN PRIVATE BANKER. All rights Reserved. × Notice: This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the privacy policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.OK Notifications * Home * Investments * CIO * DPM * Instruments * Providers * Sustainable Investing * Back * Industry * Family Office/IAM * Financial Reports * Final Word 2020 * Back * People * Straight Talk * Back * Technology * Data Analytics * Fintech * RegTech * App Map * Back * Wealth Planning * Insurance * Philanthropy * Succession * Trusts * Back * Regulations * Data * Asia AUM * Asia RM * China AUM * China Client Count * India AUM * India RM * Research * Back * APB * About us * Events * Webinars * Awards * Videos * Press * Advertise * Subscriptions * Contact * Back