About this event
Open banking is now a global trend, enabling increased competition and customer choice. Banks are preparing for a new world in which customers expect personalized advice and support for achieving goals based on a complete picture of their finances. This dynamic is fueling the creation of new platforms that unlock the power of a rich ecosystem of banks, fintechs and even non-financial companies.
During this session, we will examine the trends with a look at best practices around suitability testing, customer self service and goal-based financial planning. Also, learn top tips to drive adoption, work with governance, and drive customer engagement using Financial Services Cloud.
Seats are limited to 30pax. See you there!
Speaker
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Candyce Lu
Volt Bank
Salesforce Implementation Manager
When
Thursday, Dec 56:00 PM - 9:00 PM (PST)
Where
Group Leaders
Sponsors
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IP Converge Data Services, Inc.
IPC® is an internet data center, telecommunications and cloud services company, providing local and regional enterprises with managed data services and business solutions at international standards. -
Capgemini Philippines
A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. -
August 99
August 99 specializes in web design, online marketing and business incubation services. Their divisions include: The Design People — Custom web development Agent Image — Real estate web design Loft — Startup spaces Real — Real estate marketplace