Ulterior.live

Wealth management is at a turning point for banks.


As client expectations evolve and competition intensifies, institutions must rethink how they operate not just what they invest in. 

The key question is no longer about digital transformation alone, but about how to build a future-ready wealth model, one that can sustain growth, adapt to changing client needs, and scale relationship manager impact. 

This Digital Think Tank brings together senior leaders to explore how banks can future-proof their wealth businesses 
by aligning client expectations, empowering advisors, and evolving their operating model to deliver measurable outcomes.

We will be discussing topics below, and inviting executives to share ideas, benchmark, share challenges, and ultimately walk away with actionable insights. 

Discussion

Topics

Capturing Growth in Wealth & Banking: Where are the biggest growth opportunities as client expectations evolve? How can banks capture next-gen wealth, deepen share of wallet, and deliver personalized, relationship-led experiences, while enabling relationship managers to focus on high-value engagement at scale?

Are You Ready for the Next-Gen Client? As expectations shift toward personalized, digital-first experiences, how can banks adapt to engage next-generation clients, strengthen next-of-kin relationships, and deepen value across the full banking relationship?

Empowering Relationship Managers for Growth: How can banks enable RMs to deliver higher-value client engagement? Explore reducing administrative burdens, improving insight into client needs, expanding coverage without compromising quality, and equipping RMs with the tools to drive better outcomes.

Building a Future-Ready Operating Model: How can banks overcome fragmentation and silos to scale effectively? Discuss designing integrated systems, streamlining onboarding and servicing, and delivering consistent, seamless experiences across channels for a modern wealth model.

SUBJECT MATTER EXPERT

Jules Bordat

Speaker 1

Principal Wealth Expert & GTM Lead at Backbase

Backbase

Jules leads Backbase’s global Wealth practice, helping firms turn digital strategy into real competitive advantage. An investment manager turned technologist, he bridges wealth operations and innovation—making technology a driver of growth, not complexity. With global experience across EMEA, APAC, and North America, he helps wealth managers and private banks integrate AI and digital platforms that empower frontline teams and scale with real-world complexity.

ABOUT

Backbase

Backbase is on a mission to put bankers back in the driver’s seat — fully equipped to lead the AI revolution and unlock remarkable growth and efficiency. At the heart of this mission is the world’s first AI-powered Banking Platform, unifying all servicing and sales journeys into an integrated suite. With Backbase, banks modernize their operations across every line of business — from Retail and SME to Commercial, Private Banking, and Wealth Management. Recognized as a category leader by Forrester, Gartner, Celent, and IDC, Backbase powers the digital and AI transformations of over 150 financial institutions worldwide. Founded in 2003 in Amsterdam, Backbase is a global private fintech company with regional headquarters in Atlanta and Singapore, and offices across London, Sydney, Toronto, Dubai, Kraków, Cardiff, Hyderabad, and Mexico City.