gateB AG

gateB & Finalix Business Leader Breakfast

June 5, 2019

How financial service providers are unlocking the potential of data and technology

Inspiring keynote speeches, practical insights, exciting discussions: The Business Breakfast — jointly organized by Finalix, a consulting firm for financial services, and gateB, which specializes in software implementation and integration — was a success.

Dr. Stephan Sigrist, Founder and Head of the Think Tank W.I.R.E., kicked off the event by inspiring the participants with his keynote speech "Bank to the Future." He made it clear that the automation of tasks wherever possible must go hand in hand with an intensification of customer dialogue, and that this must take place on a high level. In other words, algorithms need to interact with human core competencies to hold promise. 

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

The hosts Simon Schneider, Manager at Finalix, and René Affolter, Director at gateB, spoke about the technical possibilities in the field of content creation and distribution. Content is increasingly becoming the decisive means of differentiation in the financial sector. The two speakers explained how to shrink costs, increase revenues, and improve customer satisfaction with the clever use of new technologies.
 

Presentation
Download

Presentation

Download Simon Schneider and René Affolter's presentation.

Dr. Stefan Piel, Program Manager of Omnichannel Management at UBS, concluded the series of keynote speeches with a presentation on rising customer expectations in the digital age. In his entertaining lecture, he pointed out how these demands have transformed wealth management.

Impressions

gateB is organizing another breakfast event on June 19, 2019, together with the software provider BrandMaker. The breakfast will explore the topic: Shaping Tomorrow's Marketing Organizations. The event will provide attendees with an overview of how to cover the entire value chain with scalable software solutions that help optimally orchestrate all marketing activities. Sign up here.

Want to know more about how to transform digital into value?