Many firms are grappling with how to modernise distribution, onboarding and servicing models without losing the highly personalised client experience that remains central to wealth management. This session will explore how digital-first private banking models are combining automation, data and technology-enabled workflows with relationship-led advisory models to improve both operational efficiency and client engagement. You will hear how Revolut is using digital channels and behavioural data to engage clients more effectively, streamline onboarding and servicing processes, and reduce internal operational friction across private markets distribution. Hear why the company has chosen to keep human relationship management front and centre for HNW clients investing into complex alternative asset classes, and how firms can strike the right balance between scalable technology infrastructure and trusted personal advice.