CFM INDOSUEZ Wealth Management - 2019 annual report

Our ambitions Fostering cross- functionality, autonomy and initiative Driving the digital transformation at all levels Promoting gender diversity Our first achievements - Launching a gender diversity action plan. - Facilitating mobility (220 Indosuez employees changed positions within the Group in 2019). - Creating a Digital Academy: training provided on an e-learning platform accessible to all Indosuez employees. - Integrating young people: mentoring of all new recruits in all major offices and organising work experience for Year 10 students from disadvantaged neighbourhoods in France. - Appointing “product owners” in charge of strategic digital projects: autonomy, accountability. people - dr iven Our ambitions Controlling costs Increasing operational synergies Capitalising on the digital transformation Our first achievements - Continuing the cost control plan launched at the end of 2018. - Implementing Robotic Process Automation (RPA) for certain repetitive tasks identified by employees. Our ambitions Improving KYC (Know Your Client) Structuring and supporting the international sales strategy Strengthening the financial security system and preparing for regulatory developments Our first achievements - Releasing a Code of Conduct for all our stakeholders. - Ramping up our anti-fraud due diligence. - Reinforcing our financial security system. - Strengthening senior bankers’ risk culture focused on compliance values boosti ng our operat ional effi ci ency upgrad ing our compli ance system T H E I N D O S U E Z P R O J E C T Our ambitions Being able to build digital solutions with fast results. Enhancing the Client Experience : simplifying the client journey and going paperless in processes/tools. Providing training and helping to adapt to new uses Our first achievements - Creating a Digital Innovation and Transformation Division to accelerate Indosuez group’s digital transformation with initiatives focused on operational teams while maintaining consistency between entities. This includes combining far-reaching projects with “one-shot” initiatives. - Rolling out strategic digital projects on topics such as CRM, client onboarding, e-/m-banking, the investment proposal. - Creating Lunch & Learn events, a new scheme in which employees help their colleagues gain new skills. - Launching a new global website. accelerati ng our di gi tal transformation 15 Activity report 2019 CFM Indosuez Wealth Management