gateB AG

April 15, 2019

Business Leader Breakfast

Transforming Digital into Value in Financial Services

How financial service providers are harnessing the potential of data and technology for better, faster, and more personalized customer service.

On June 4, 2019, together with Finalix, we invite you to an inspiring morning of keynotes, case studies, and discussions.

Digitization has opened up many opportunities for the financial industry to innovate. Together with renowned experts, we can show you how the intelligent use of technology and data not only leads to greater efficiency, but also strengthens personal consulting as a service and improves customer relations in the long term. 

Top speakers will be discussing exciting topics:

8.00 a.m.
Registration & welcome coffee

08.30 a.m. 
Welcome by our emcee, Rob Holub. He is a renowned speaker and TV and film producer. Fascinated by the influence of digitization on our lives, he regularly hosts events in the blockchain and fintech industries.

8.35 a.m.
Bank to the future: why digital transformation requires common sense
Dr. Stephan Sigrist, Founder and Head of W.I.R.E. Think Tank, on the way the expectations of the digital generation are impacting financial service providers. What must change in customer care, and what should remain the same? The challenges it presents include not only the algorithms that make processes better and more efficient, but also the human core competencies that cannot be simulated by machines.

9.15 a.m. 
Making customer relationships more efficient: introducing Julius Bär’s FinTech assistant
Nicolas de Skowronski, Head of Advisory Solutions and Member of the Executive Board of Julius Bär, on the way Julius Bär continues to adapt digitization where it can make a difference in supporting its business model. Most recently, the Bank developed a software platform (or FinTech assistant) in order to manage client relationships in a more efficient way. The solution reduces the administrative burden for relationship managers by automatically matching regulatory and suitability-related criteria of each and every client with the Bank’s own investment advisory, resulting in personalized investment ideas.

09.45 a.m.
Coffee break and networking

10.15 a.m. 
Intelligent content management: methods and processes for strategic, relevant, and efficient content creation and distribution
Simon Schneider, Manager at Finalix, and René Affolter, Director at gateB: financial service offerings are increasingly becoming commodities and differentiation is increasingly achieved by providing relevant content on the right topics. Today's methods and processes for content creation and distribution usually lead to high costs, negative customer experiences, and missed revenue potential. How can financial service providers transform the benefits of digitization into customer value?

10.45 a.m.
Digital transformation of global wealth management and dealing with changing client expectations at UBS AG
Dr. Stefan Piel, Program Director of Omnichannel Management at UBS, on the rising client expectations in the digital world and the resulting demands placed on the transformation of global wealth management. He’ll explore the example of Wealth Management Online as a digital channel available to the client in the hybrid sales model.

11.15 a.m.
Summary and exchange with participants

(All speeches except those at 8.35 a.m. and 9.15 a.m. will be in German)

Impressions from our previous events

Recommended guide to the topic



Download our guide to learn how a content hub can help your sales team strengthen customer relationships and increase revenue.

Want to learn more?