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)
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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.
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3
Q

What is the focus of ‘I Join’ HNW subdomain?

A
  1. Build nabtrade, NEL, JBWere onboarding journeys.
  2. Ensure current nabtrade and JBWEre onboarding meets AML 11 compliance.
  3. Ensure nabtrade and JBWere are integrated into strategic financial crime ecosystem to ensure compliance.
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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.
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