This page is not available in your selected language. Your language preference will not be changed but the contents of this page will be shown in English.

To change your current location please select from one of Julius Baer’s locations below. Alternatively if your location is not listed please select international.

E-Services

Please select
Additional e-Services

*The location identified is an approximation based on your IP address and does not necessarily correspond to your citizenship or place of domicile.

The intermediary’s advantage in the next digital era

Why advisors that adapt will stand out in a post-pandemic new normal

The private banking industry faces a whole new paradigm in its drive to embed the latest technologies. Deployed well, these technologies can lift the individual client’s experience to a whole new level, fostering even greater trust and bond. But there is also the danger of a widespread undifferentiated automation weakening the client relationships. 

For intermediaries, the increasing automation of large banks spells opportunities. They have strong relationships with clients: in many cases bonds that have become stronger during the pandemic.

Our intermediary partners have an advantage in this new world if they act decisively to adapt.

Nic Dreckmann, COO & Head Intermediaries

In our first edition of the whitepaper we will answer the following key topics for Intermediaries:

  • Why is trusted advice more valued than ever?
  • How can small players take advantage of the current situation?
  • Why is understanding real client needs so key during these times?

In addition, our inaugural whitepaper also examines specific challenges faced by intermediaries today and looks at strategies to tackle them.

Intermediaries whitepaper

Curious to learn more? Download the whitepaper.

Subscribe to newsletter

Thank you for your interest in our publication. Please also consider subscribing to our newsletter.

GET IN TOUCH

We are happy to answer all of your queries. You can contact us here.

Business Navigator