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



Picture of Theo Amacher

Theo Amacher

Digital Business Developer in Client Experience, UBS Asset Management

Picture of Kevin O’Neill

Kevin O’Neill

Global Head of Asset Management & Asset Servicing, Fenergo

Picture of Michael Simard

Michael Simard

Sales and Relationship Management, Calastone

Picture of Henning Swabey

Henning Swabey

Head of Continental Europe, Calastone

Event logo

Event details


9 June 2021