Wealth management providers must listen to their customers to succeed in the post-pandemic era. In wealth management it’s all about personalization, moving from product-centricity to customer-centricity. They say there was a radical shift in customer needs and expectations after the pandemic.
What does personalization mean in practice? How to create value and drive customer loyalty nowadays? What does digitization bring to wealth management?
These are the topics we discussed during a joint webinar with Comarch and Erste Bank.
Watch the webinar recording, streamed live on December 12, 2023
Webinar’s Agenda:
- 14:30 to 14:35: Introduction to the webinar – Olena Gryniuk
- 14:35 to 14:50: Customer-centricity in wealth management – Sławomir Wójcik
- 14:50 to 15:05: Customer-centricity in wealth management: banks’ perspective – Maximilian Clary
- 15:05 to 15:15: Q & A – Olena Gryniuk, Sławomir Wójcik, Maximilian Clary
SPEAKERS:
Sławomir Wójcik
Product Manager at Comarch Wealth Management (Poland)
Maximilian Clary
Head of Private Banking & Wealth Management at Erste Bank (Austria)
Olena Gryniuk
CEE Director at SME Banking Club (Poland)
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