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[E-Book] Wealth Management, The Digital Differentiator: C-Level Roundtable
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August 10, 2022 Library

 

On June 28th, 2022, Disruptive Tech Asia (DTA) collaborated with NEC, a recognised leader in Information Technology and electronics, and Avaloq, the number one financial technology and services provider for banking and wealth management, to host a roundtable discussion over a delicious brunch at the Ritz-Carlton, Kuala Lumpur.

The theme of the session was “Managing Client Expectations in a Changing Digital Landscape” and was moderated by Andrew Martin, the Group Publisher of Asia Online Publishing Group.

We have invited four wealth management and technology experts: Gery Dachlan, Managing Director South Asia &Australia of Avaloq, Alvin Lee, Head of Group WealthManagement and Singapore Community Financial Services, Maybank, Jefferi M. Hashim, Chief Executive Officer, CIMBInvestment Bank Berhad, and Arvind Swami, Director of Financial Services Asia Pacific Red Hat. They were chosen for their substantial knowledge and experience with the major shift in consumer expectations brought by the wealth management industry’s digitalisation.

DTA was able to put together a group of executives from several organisations. The breadth of participant experience allowed for lively discussion and invaluable knowledge sharing.

Download this E-Book to discover a summary of what was discussed:

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