What’s next in client engagement tools and strategies?

Consumer electronics have taught private banking clients to expect the same kind of effortless, asynchronous and conversational interactions and services from their banks as they would from other services. As a result, private banks have transformed their digital capabilities dramatically and are now offering a combination of digitally enabled services and human advisors to deliver complex financial recommendations to clients with ever-growing expectations.

  • Which of the latest digital solutions are banks applying today and how are they balancing those with face-to-face interactions and the need to meet their own business objectives?
  • What are banks doing to stay relevant? Which bank strategies need redefining to deliver future-forward client engagement capabilities?
  • Are banks embracing the full scope of digital innovations? Has the bar for convenience and customisability been raised?

Join this webinar to find out the latest trends in client engagement tools and strategies, and how private banks are bringing into play RM expertise, robo-advisory, AI, machine-learning and data analytics to be able to deliver the best client interaction.



Cherris Wong
Chief Operating Officer, Deutsche Bank

Cherris has been in Deutsche Bank WM for 15 years and she is Chief Operating Officer for North Asia since Nov 2018.

Prior to that, she was heading Fixed Income trading desk for APAC. She has over 20 years of experience in the financial services industry with prior experience in HSBC Private Bank and JPMorgan Asset Management. She graduated with a Master Degree in Science, Investment Management from The Hong Kong University of Science and Technology and a Bachelor Degree in Science from The Chinese University of Hong Kong.

Greg King, CFA
Senior Director, Head of Wealth Management Strategy, FactSet

Greg has spent his 25 year FactSet career focused on the Investment & Wealth Management markets, in both Sales and Product leadership roles.

For the past four years, he has led Strategy and Product Development for the Wealth Management business unit, championing investments in content and technology that enable FactSet’s accelerated growth in the Wealth space. Greg directs FactSet’s wealth management strategy from its European headquarters in the UK.

Sonjoy Phukan
Global Chief Operating Officer, Bank of Singapore

Sonjoy was appointed Global Chief Operating Officer of Bank of Singapore on 1 February 2017. He is responsible for the bank’s strategic change and transformation programs.

Prior to joining Bank of Singapore, Sonjoy served as the Chief Operating Officer for Asia, Middle East and Africa Offshore, and more recently as the Deputy CEO for the Asian wealth business based in Singapore at Barclays Wealth.

Sonjoy had previously worked for Barclays in London where he was Market Head for the Africa Offshore and NRI business in EMEA; and. He had has also held senior roles at Goldman Sachs’ and JP Morgan Chase.

He has an MBA from the London Business School and a First Class Bachelor’s degree in Computer Science from Trinity College Dublin.

Yash Wardhan
Regional Sales Director, Head of APAC Wealth Solutions Sales, FactSet

Yash Wardhan is Regional Sales Director, Wealth Management Solutions, APAC at FactSet.

Mr. Wardhan has over 14 years of experience in Financial Technology, helping clients with market data and technological challenges across the wealth management Industry. In this role, his focus is on FactSet’s Wealth Strategy, Marketing, and working with partners and clients across – Analytics, Digital Solutions, and Research & Advisory business to drive growth.

Prior to joining FactSet, Mr. Wardhan looked after Digital solutions- Wealth Management at Refinitiv. He has earned a Diploma in Economics and a degree in Banking and Finance.

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