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ESG: Increase MiFID conversion

About this event

In this webinar, we focus on the upcoming EU sustainability regulation that could eventually prove a commercial opportunity for the investment industry. Eventually. But there are some pitfalls to avoid.

The challenge is not to discourage clients from getting through this new questioning and technical jargon. Indeed, there is no point in scaring clients and prospects with overly complicated processes.

Gosia Fortuna, solutions manager at everyoneINVESTED, will inspire you on how a clever approach can help realize high conversion rates. Indeed, people need to understand or relate to the products offered. After all, the last thing we want is to disappoint clients after buying their investment products.

Hosted by

  • Team member
    T
    Laurent Lamblin Concept Manager @ everyoneINVESTED

  • Guest speaker
    G
    Gosia Fortuna Solutions Manager @ everyoneINVESTED

    Gosia has 18 years of experience in various functions within the financial services industry and innovation teams. She is an expert at integrating behavioral technology in digital banking tools to turn clients into investors. Gosia contributed to the digital transformation of investment processes within KBC Group, leveraging on her behavioral finance expertise, in-depth knowledge of MiFID II, and her passion for service design thinking.

everyoneINVESTED

Getting everyone invested

Integrate behavioral technology in your banking app to turn clients into investors by improving onboarding, profiling and engagement.