We are thrilled to announce the launch of the PBWM Hotseat – a new video series from Synpulse where we dive deep into the evolving world of Private Banking and Wealth Management.
As the industry faces increasing pressure due to evolving client needs and shifting market dynamics, it’s more important than ever to stay ahead of the curve. In each episode, host Prasanna Venkatesan will be speaking with industry leaders, innovators, and experts to discuss the future of banking.
In this episode of the PBWM Hotseat video series, Prasanna is joined by Thomas Schaffner, Global Head of Banking at Synpulse, to explore the key trends reshaping wealth management and private banking. Thomas discusses the evolving landscape of banking, the impact of emerging technologies, and how traditional models must adapt to stay relevant.
Tune in for a conversation on:
- Adapting to Evolving Client Expectations: As clients become more digitally savvy, banks must find innovative ways to deliver personalised, tech-driven services at scale without compromising cost efficiency or compliance.
- The Rise of Embedded Finance: New business models like embedded finance are creating opportunities for banks to innovate and deliver services in more seamless and integrated ways.
- Generative AI as a Game Changer: Thomas highlights how generative AI is transforming personalised client interactions and reshaping banking operations, offering the potential to drive major efficiencies and enhancements.
- Targeting the Mass Affluent Segment: Effective execution of strategies focused on the mass affluent segment is critical for future growth in wealth management, as this group seeks personalised services at scale.
- The Wealth Continuum: The shift from retail to private banking requires rethinking strategies, products, and services to ensure a consistent client experience and value.
