Customer Centricity

Avaloq Traditionally, the advisor processes in a bank are product centric ("which of my products fits this client"). A switch to a client focus is essential in an environment (keyword "Internet") where products are becoming commodity, are more transparent and freely available. The type of client and the lifecycle of the client must in future steer the process ("what are that client needs"). A full integration of the CRM with the banking system is the key for a holistic view of the ambitions and the behaviour of a client.

Speaker : Johann Bachmann is Head Strategic Marketing (combining product management and business intelligence) for Avaloq, a leading supplier of a comprehensive banking system for private, retail and universal banks. Within the same company, he previously was responsible for the training and documentation departments. The work experience in banking - amongst other industries such as travel - extends to many segments and tasks, from external consultant to internal strategy developer, from large global banks to niche players in private banking. Further, the work activities have enabled contact and understanding of with a wide range of cultures, from North America over Europe to Asia and Oceania.

New Access Private banks in Switzerland and Singapore are keeping the momentum by currently massively investing in client centric applications with the unique aim of capturing a larger share of the private banking growth. New Access proposes a 360° view of these latest investment trends.

Speaker : Jean-François Bequevort has over 15 years of experience in the Financial Services industry in Luxembourg. Prior joining New Access as Managing Director, Jean- Francois was Vice President EMEA at FRS Global for more than 5 years , where he led the delivery of regulatory and risk compliance solutions. Prior to FRS Global, Jean -Francois held a series of business management positions at Sopra ( IT finance consulting) and MACH ( financial and data clearing).