Cross-border investment advice: balancing efficiency, compliance and digital experience

Are you looking to streamline the advisory process and make your relationship managers more efficient and client centric? Or are you concerned with how to effectively implement cross-border rules? Do you want to empower RM teams to deliver investment proposals that are suitable and appropriate in even the most complex cases?
Please join our briefing to learn from subject matter experts from Finantix and Indigita how your client facing and compliance teams could benefit from digital advisory processes and intelligent cross-border rules.




Geneva, Switzerland


8 Dec 2016 @ 17:30 CET


Participation is free and only requires online registration with the link in the section below.

The event venue will be in a central location in Geneva; details will be communicated to registered participants.

The seminar will last about one hour and will include time for questions and discussions.

The seminar will cover:

  • The challenge of cross border regulations – Indigita
  • Showcase – a digital wealth management solution for suitability and cross-border compliant advice – Finantix
  • Q&A with networking