Next release of the Robo-Advisory The future of banking financial advisory service report

Next release of the Robo-Advisory The future of banking financial advisory service report Axis Corporate

Axis Corporate and Efma are working on the “Robo-Advisory – The future of banking financial advisory services” report. The main objective of this report is to show what strategies banking is using to integrate portfolio management within their digital channel. In addition, we would like to offer a road map to help banks integrate this service to deal with potential competitors and their strategies to attract clients.

We invite influential senior level professionals in the Retail and SME banking segments and have a global vision of the digitalization channels strategy: CEOs, Strategic Directors, Sales Directors (CSO) and Marketing Directors (CMO) to share their opinion. Axis Corporate and Efma will treat the information as strictly confidential.
Be part of our report Robo-Advisory – The Future of Banking Financial Advisory Services 2017.


Start the survey now


Also, if you want to take advantage of the opportunity to exchange with your banker peers on what they think about Robo-advisory, join the Think Tank Session, organized by Efma and Axis Corporate. All participant will receive a FREE copy of the report.

This report will be presented in London, during the Distribution Summit Efma’s event, scheduled for next April 26th-28th.

Think Tanks registration

Event details

Check the content

3rd online session: Fintech. A threat or a partner?

We would like to run a panel with both players, Fintech and Banking, to ask them about:- What are the key success factors for Fintech?
– Is there the possibility of a collaboration between two players? What are the best formulas?
– Are banks an interesting partner for FinTech?


Coordinator Report

Vanessa Sarrá
+34 902 547 444

Daniel MeereDaniel Meere is managing director at Axis Corporate UK. As an accomplished leader having grown several consulting practices and businesses in the Financial Services sector.
20 Jan 2017
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