FT Innovation – Using technology to serve the mass affluent market profitably
16 Sep, 2014 | The Ritz Carlton Jakarta, Pacific Place, Central Business District, Jakarta, Indonesia
FT Innovation is Polaris’ global signature event series that showcases global banking trends. The series are attended by senior bankers and key industry participants. It provides the perfect platform for participants to network and discuss business relevant issues.
This ‘invite-only’ edition for Private Bankers and Wealth management professionals is themed around ‘Using Technology to Serve the Mass Affluent Market Profitably’. The session focuses on how Wealth Management firms can increase retention, maximize cost savings and increase bottom-line earnings while providing a rich, personalized service to the mass affluent market, a highly attractive customer segment in Indonesia.
The issues that would be discussed at the event:- Growth opportunities in onshore wealth management across Indonesia and Asia
- Using technology for effective conversations and taking informed decisions
- How to become a trusted advisor
- How to provide personalized service to the client
- Acquiring and retaining mass affluent customers
- Increasing assets under management
- How to leverage online and mobile channel capability
During the event, Polaris will launch its award winning Intellect® Wealth Management – a suite of solutions that enable effective conversations and informed decisions. A live demo of the Intellect Wealth application will be given by Mr. Vinay Kumar, Head of Intellect Wealth Management Solutions.