Critical Institutional Banking Services
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| Duration: One Day |
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Find out what motivates banks to provide custody, investment and private banking. This program addresses attracting clients, competing in the marketplace and setting fee structures. Address surveys, trends and the dynamics of the changing landscape of global banking, as well as the effect of technology and regulatory changes on the business.
| Topics include: |
• Core Services and custom custody services
• Corporate finance, investment banking and merchant banking |
• Private Banking the original wealth management business |
| Benefits of attendance: |
• Focus on associated risks
• Identify the clients and their requirements
• Learn how technology meets participants needs |
• Recognize operations support issues
• Sharpen your perspective of service providers
• Understand distinct services of each business |
| Staff from the following areas should attend: |
• Banking
• Custody
• Industry Service Companies |
• Information Technology
• Operations
• Internal Audit |
Knowledge of banking and brokerage services preferred
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