[Invite-only] How Digital Acquisition is Reshaping High-Net-Worth Lead Generation and Family Wealth Coverage - Powered by Salesforce

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. This closed-door boardroom brings together leaders from private banking, wealth management and digital to examine how data-led digital acquisition, AI-assisted prospecting and household-level coverage models are changing how high-net-worth (HNW) and family clients are found, qualified and served. The discussion will also explore what it takes to scale these models without compromising trust, suitability and regulatory compliance.

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