Overview
Join us for this exclusive, invitation-only event.
Senior executives from leading financial institutions will discuss the emerging impact of digital on financial institutions in Canada. We willl begin by looking broadly at upcoming trends in digital banking and then examine specific customer onboarding instances in retail banking and wealth management.
This interactive session is a peer-to-peer discussion between strategy, technology, and innovation leaders, facilitated by Celent analysts and supplemented by Celent research. Limited to a select number of retail and wealth management bankers in Canada, this intimate event will provide an opportunity for bankers to network with their peers and connect with analysts from Celent, a leading technology analyst firm focused on financial services. Celent analysts will facilitate a morning long program devoted to today's most pressing strategic technology issues.
Agenda
- Tops Trends in Retail Banking, 2019
- The State of Digital Account Opening: Expectation vs. Reality
- Wealth Management Onboarding: A Lever for Satisfaction and Cross-Sales
Click here to view the complete agenda.
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Registration
This exclusive, invitation only event is part of a series of targeted roundtables offered by Celent's Corporate and Retail Banking Practice. Capitalizing on Celent’s position as thought leader, these private, closed-door sessions provide a confidential environment to allow participants to engage openly.
Pre-registration is required. To attend, or if you have any questions, please contact Bretagne Heither at bheither@celent.com or Kenneth Kilduff at kkilduff@celent.com.