Digitalising the investor journey for Swiss wealth and asset management firms______

Rising cross-border regulatory obligations, an increasingly cost-sensitive, digital-first client base and an ongoing dependence on manual, legacy systems are impacting the ability for firms to generate ongoing value for their clients.

During this webinar, business leaders from UBS, Fenergo and Calastone discussed how forward-thinking firms are achieving their transformation strategies and enabling faster-time to market and increased scalability, while maintaining a client-centric, personalised service.

In this webinar, you will learn:

  • Why the digitalisation of the investor journey is no longer a nice-to-have but essential to continued growth and regulatory surety
  • What a smart digital transformation strategy looks like
  • How to empower clients with digital self-service technologies
  • Where firms are putting their infrastructure budget to become digital first



  • Theo Amacher

    Theo Amacher

    Digital Business Developer in Client Experience, UBS Asset Management
  • Kevin O’Neill

    Kevin O’Neill

    Global Head of Asset Management & Asset Servicing, Fenergo
  • Michael Simard

    Michael Simard

    Sales and Relationship Management, Calastone
  • Henning Swabey

    Henning Swabey

    Head of Continental Europe, Calastone