How AI can help Wealth Managers Create More Client Engagement and Convert More Deals
Sponsored by: DreamQuark
- Wealth Management
- Customer Experience
Date: 12 September
Time: 3PM London/10AM New York
Empowering Relationship Managers with Artificial Intelligence to Deliver a Unique Customer Service Experience
The wealth management industry is currently undertaking a tremendous transformation. Shifts in the investor profile, increasing competition from new entrants, intense regulatory pressure and new risk-related costs are disrupting business models. On top, clients have increasingly higher expectations regarding the digital and consumer experience.
This disruption is leading wealth managers to rethink their strategies and overhaul their strategic capabilities. Not only in better managing their existing clients, but also in retaining, serving and aggressively acquiring new ones.
DreamQuark shows that AI, with the right data, represents a fantastic opportunity for Relationship Managers. As the main pillar of high-end wealth management market, where investors are becoming more sophisticated, AI can augment RM work in several ways.
In this webinar, DreamQuark, in partnership with Microsoft and Wealth Dynamix, will demonstrate how AI can smoothly be deployed, run industrially and be integrated in a CRM platform to generate timely and personalized product recommendations and create up to 4x more engagement and 3x more conversions.
BNP Paribas Wealth Management have also been invited to discuss their hands-on experience implementing AI in their organisation. This webinar is not to be missed.
An exclusive white paper ("Managing Wealth with AI") will also be free to download at the LIVE session. Register your place now!
François de Lescure,
Chief Sales & Marketing Officer
François de Lescure is DreamQuark’s Chief Sales & Marketing Officer with 12 years of AI software solution sales and marketing experience. He has a passion for data science, and machine learning customer solutions that helps Tier-1 banks and insurance companies make better business decisions.François and his team have signed flagship deals with BNP Paribas Wealth Management, Groupama GAN and AG2R La Mondiale where DreamQuark’s solutions have demonstrated 4x more deal closing, 40% reduction in churn and 50% reduction in fraud detection errors.Francois graduated from INSEAD and Ecole Central de Nantes, and has won major Awards such as “Fintech of the Year” among many other recognitions.
Key Learning Objectives
- How to Deploy an Artificial Intelligence platform in a few clicks
- How to Generate Predictive AI models based on your Customer Data
- How to Use AI prediction to push the right product at the right moment
- Case Study provided by BNP Paribas Wealth Management
- Chief Marketing Officer
- Head of Marketing
- Relationship Manager
- Chief Innovation Officer
- Head of Digital Transformation
- Executive Director
- Wealth Manager