High Net Worth Sub Domains Flashcards
1
Q
What are the 4 sub domains?
A
- I Explore (NAB Private Wealth Propositions)
- I Join (NAB Private Wealth)
- I Manage (My investments)
- I Receive (tailored advice)
2
Q
What is the focus of ‘I Explore’ HNW subdomain?
A
- Bringing unique propositions to life.
- Driving new client growth.
- Simplifying/enhancing customer/colleague experience.
- Strong go-to-market focus.
3
Q
What is the focus of ‘I Join’ HNW subdomain?
A
- Build nabtrade, NEL, JBWere onboarding journeys.
- Ensure current nabtrade and JBWEre onboarding meets AML 11 compliance.
- Ensure nabtrade and JBWere are integrated into strategic financial crime ecosystem to ensure compliance.
4
Q
What is the focus of ‘I Manage’ HNW subdomain?
A
- Deliver best Self Directed investing experience.
- Simpler/faster onboarding experience/
- Expansion of digital investing capabilities.
- Automation of processes.
- Compliance.