EAM Days in Zürich, Geneva, and Lugano
- hgr742
- 2 days ago
- 1 min read
Expersoft is excited to be an official partner of Sphere's EAM Days in Zürich, Geneva, and Lugano. Relationship managers Kimberley Roth and Thomas Kehl will be on-site for all three events, ready to share insights and explore opportunities in wealth management.
Topics to be explored include:
Key functions in a regulated and digitalized environment
Processes as levers for trust and growth
Outsourced CIO model: opportunities and limits
Continuing education as a driver of professionalization
Team spirit and visibility in front of clients
Engaging the NextGen via digital channels
Transferring client relationships
Collaboration between EAMs and Family Offices
Private markets as a source of diversification
Reinventing the role of the Relationship Manager
EAM Days have consistently shown to be an innovative forum for addressing current and future issues in the wealth management sector. We look forward to seeing you there!
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