Agenda

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Mon 16 Nov2:00–3:30pmBoardroom

[Invite-only] From Signals to Relationships: Re-imagining HNW Acquisition and Family Coverage - Powered by Salesforce

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About This Session

Asia’s wealth is moving to a more digitally fluent generation of clients who research, compare and engage long before they meet a relationship manager. For private banks and wealth managers, the question is not whether digital channels matter, but how to turn scattered signals into qualified opportunities and enduring family relationships without compromising trust, suitability or discretion.

This closed-door Boardroom will convene senior leaders from private banking, wealth management, family offices and digital transformation to examine the emerging HNW growth model: data-led acquisition, AI-assisted qualification and household-level coverage. The discussion will focus on the practical operating choices required to connect marketing, relationship managers and product specialists around a single view of the client and family.

If you would like to be part of the discussion, please register your interest here, subject to approval.

When
Monday 16 November2:00–3:30pm, Singapore time
Where
BoardroomBoardroom 1
Access
Invite-Only