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!