Heritage trails: orchestrating data, products and partners to deliver a unified customer experience
Conseils de proServices company and technical service provider
2026-09-30 | 11:00 AM - 11:45 AM | Rhône 3a
Informations
Wealth management distribution is entering a new phase of transformation. The challenge is no longer simply to digitize existing processes, but to move beyond product-centric approaches to meet more global and evolving customer needs.
This roundtable will address the conditions for successful orchestration between products, data, consulting, compliance, partners, and technologies. It will demonstrate how the next generation of wealth management journeys relies on a platform capable of orchestrating these dimensions into a unified, consistent, and silo-free experience, while reconciling integrated compliance, interoperability, security, and supervised AI.
Speakers
Exhibitors
