Virtual Executive Roundtable

Operational Efficiency in Transaction Fees & Expense Management

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Date

14 April, 2021

Time

2 PM BST

In Partnership with

SMARTSTREAM

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The Fees and Expense Management executive roundtable provides a distinctive opportunity for Banking leaders to connect and exchange best practices, industry initiatives and value-add strategies for efficient and effective management of their external Fees and Expenses, incurred within their daily operations.

Key Discussion Points
  • Address current challenges in managing fees and expense management to ensure banks adhere to best execution

  • Deep dive into the best practices and industry initiatives that’s driving business profitability and cost-efficiency

  • Facilitate strategic management of fees through data-driven decision making

  • Deliver cost transparency across fee categories enabling business and client profitability measures

Meeting Agenda

2.00 pm CET 

Welcome and Introductions | Connect Global Group


2.10 am CET  

Open Discussion | Live discussion and interaction between roundtable attendees and panelists


3.25 pm CET  

Closing Remarks | Helix

Executive Roundtable Leaders
Expected Attendees from