In collaboration with our partner SIX, we would like to invite you to the webinar “Product Suitability: from regulatory challenges to the latest trends”.

Speaker: Jürg Stalder, Head of Regulatory Propositions, SIX Financial Information.

Short Description: Financial markets regulations such as FinSA have introduced new obligations for product distributors offering services to investors. The key challenge from a strict compliance view has been to identify any harmful product in an investor portfolio and prevent further investments into such products. Recent developments in the ESG or Digital Asset space go beyond looking at Product Suitability exclusively in a compliance context. In this presentation Jürg Stalder will present use cases for data-driven product suitability checks that consider investor preferences and help providers of Wealth Management services to improve customer satisfaction and retention.

Registration only with the login on the SAM website.