Hubbis, one of the leading providers of events, content and online training for Asia’s Wealth Management community, hosted its 5th Annual Middle East Wealth Management Forum. It was exclusively designed for CEOs, senior management, product gatekeepers and relationship managers – from leading Banks and Wealth Management Firms.
Intellect is proud to have been be the Gold Sponsor at the Hubbis Middle East Wealth Management Forum 2020, which was held at Ritz Carlton DIFC on January 21, 2020, in Dubai.
Intellect’s digital wealth management suite – the Wealth Qube, has been modelled around the Wealth / Relationship Managers’ day-to-day tasks, to optimize the time spent on unproductive administrative jobs. Wealth Qube promises Advantage 2020 – delivering 20% annual increase in revenue and 20% reduction in business operating costs, by fully empowering the RM to service the customers at their convenience.
The six Offices that form part of Wealth Qube are Relationship Manager Office, Customer Personal Office (CBX-W), Operations Office, Risk and Compliance Office, Fund Managers Office and Trust Office – each replete with its set of Desks and Tools, aimed at automating complete functionalities of each of the verticals in the wealth management business
Intellect Wealth Qube’s RM Office 2020 aims to empower RMs to significantly improve the frontline experience in wealth management.
Intellect presented powerful insights into ‘RM Office 2020 – Creating Empowered RMs‘, covering the 6 dimensional pillars to empower Wealth/ Relationship Managers
- More clients, more mind share and more wallet share
- Effective conversations, informed decisions
- Comprehensive goal-based planning; Personalized advice
- Integration with marketplace; 40+ asset classes
- Anytime, anywhere monitoring of client’s portfolios
- Better supervision for better business performance
To know more about Wealth Qube, visit (www.intellectdesign.com/wealth-management-solution/).