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Hubbis Philippines Wealth Management Forum 2016
26th May 2016
Location: Shangri-la Hotel, Manila
Miles Software is a Gold Sponsor at the Hubbis Philippines Wealth Management Forum 2016.
Wealth management in the Philippines continues to be characterised by ‘savers’ rather than ‘investors’. Inevitably, this is a consequence of the availability of mostly simple products. Innovation remains relatively stifled. With three different regulators responsible for oversight for banking, asset management and insurance, there is no level playing field to provide products and services in an efficient way.
At the same time, banks need to evolve their offerings and models to really differentiate themselves, as fees and products are still too similar. Part of this relates to developing digital tools and driving a more relevant customer engagement; this is the focus for most banks for the time being. It is also critical as they look to make themselves more relevant for the millennials, plus to create a more long-lasting impression on clients today.
This event is for anyone servicing wealthy clients – including retail banks, bank trust arms, insurance companies, securities firms, asset managers and others.
During this event Mr. Sandeep Lalwani – Sr. Director Global Sales and Key Accounts showcased on "How Robo-advisory can transform the Philippines Wealth management industry and overcome the industry challenges."
At the event Dhawal Kamath – Sr. Vice President, Products shared his expertise during the panel discussion "Distributing wealth management products – digital v/s bricks-and-mortar"
To know more about the event click here