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Julien Schaffner

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Articles by Julien Schaffner

The ‘augmented’ relationship manager: How agentic AI promises a transformation of the relationship manager’s role

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By Julien Schaffner, Operations Excellence
| thewealthmosaic.com
company Heightened client expectations, mounting regulatory demands, and the acceleration of digital disruption are reshaping wealth management, while competition intensifies across global financial centres. How can relationship managers (RMs) deliver strategic value when their time is increasingly divided between administrative burdens and client engagements?
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Is disruptive technology a threat or an opportunity for Europe as a wealth management centre?

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By Julien Schaffner
| thewealthmosaic.com
In a constantly evolving financial world, wealth management centres face significant challenges and profound structural transformations. At the heart of this evolution lies a crucial question: how can European financial hubs maintain their competitiveness in a global environment where technology, consumer behaviour, and innovation are reshaping the industry? In a constantly evolving financial world, wealth management centres face significant challenges and profound structural transformations.
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