The emergence of non-bank service providers is disrupting the business models of incumbent banks. Banks have responded by embarking on initiatives to digitize the banking infrastructure, distribution channels and services.
To be future ready, professionals in Technology & Operations (T&O) need to be multi-disciplinary and possess the ability to combine domain knowledge with the functional skills in technology.
This 3-day workshop aims to provide participants with foundational domain knowledge in wealth management products and services. Participants will learn about technology architecture, system interface, data and workflow related to client account management, transaction processing and portfolio management.
Technology trends and developments and their impact on wealth management industry will be discussed. The workshop will also explore opportunities to leverage on technology innovation to improve client experience, operational efficiency and effectiveness.