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Addressing the Challenges of the Swiss Financial Services Market

Join PROFILE’s annual financial services meeting to get a view from the industry experts on the latest trends in the areas of crowdfunding, investment management as well as mobile and cloud technologies in the Swiss marketplace while discussing regulatory concerns.

 

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This year the event has the valuable contribution of keynote speakers from three domains to elaborate on the existing landscape of crowdfunding, the platforms and the tools available. We will present industry research findings on the Private banking sector and what technology has to offer to increase client engagement and prompt response to market requirements.

The crowdfunding sector is still developing with different “variances” in each country, however there is an opportunity for investment firms and crowdfunding platforms to work together for the benefit of their business and of course of the end consumer!

 

       Moderator                           Christian Marchand, Administrator, PROFILE Software Suisse
Keynote Speakers    Oliver Gajda, Chairman, European Crowdfunding Network
Stéphanie Hodara El Bez, Partner, Altenburger LTD legal + tax
Julien Pache, Managing Partner – COO, Investiere
Steffen Binder, Co-founder- Research Director, MyPrivateBanking Research
Eric Pascal, Director of Innovation and Mobility, AiM Services
Nikos Zorbas, Business Unit Manager, PROFILE Software
Ioannis Mallios, Solutions Manager, PROFILE Software
The event has 3 sessions with the following structure
13:30 Registration and Welcome coffee
14:00 Welcome; About PROFILE Software; Introducing Speakers, Christian Marchand
Session 1 The Crowdinvesting Marketplace; Addressing the concerns of the Alternative Finance Market
14:10 Crowdfunding Industry, Oliver Gajda
14:30 Opportunities and challenges of crowdlending and crowdfunding platforms, Julien Pache
14:50 Practices in other countries, Ioannis Mallios
15:10 Q&A
15:30 Break
Session 2 Challenges for IAMs and Private Banks; Crowdfunding; Technology; Client Service
15:40 The “mobile revolution” in Wealth Management, Steffen Binder
16:00 What are the security concerns and solutions when using mobile devices? How can you be compliant with regulations (ISO 270001)?, Eric Pascal
16:20 EXCLUSIVE PREVIEW: “Cloud” at the service of IAMs, Nikos Zorbas
16:40 Q&A
17:00 Break
Session 3 The Regulatory Perspective; How will the Wealth Management and Crowdfunding Industry be affected?
17:20 LSFin /LEFin: The new Regulatory Framework for the Swiss financial market, Stéphanie Hodara El Bez
17:50 Q&A – Conclusions, Christian Marchand
18:00 Cocktail & Networking reception
19:00 Ends

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About Profile

PROFILE is a leading international software provider, delivering cutting-edge technology solutions to the Banking and Investment Management industries. The company operates internationally from its offices in Geneva, Dubai, London, Singapore, Athens and Nicosia. Founded in 1990, PROFILE consistently invests in the development of state-of-the-art industry specific solutions serving our growing number of customers worldwide. Over the past 20 years PROFILE has formed strategic alliances and made acquisitions to strengthen its global reach and complement its offering. The company also maintains a division dedicated to the enterprise wide solutions for the wider private and public sector and for major integration projects.

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