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CMO Summit 2015

17-19 August 2015, RACV Royal Pines Resort, Gold Coast

Creating Space and Time: How Digital Services Build Private Wealth Relationships

Speaker Bio

Kylie Smith is the Head of Marketing of Perpetual. She oversees the brand, media, communications, marketing, digital and events functions. Kylie has over 20 years’ senior management experience in marketing, brand management and corporate communication primarily in the Australian financial services sector. She has a proven track record in building and leading high performance teams and deep experience in transaction communications including M&A, divestments and corporate restructures. Kylie is also skilled in issues and crisis management and has significant experience working with senior executives, CEOs and Boards. Before Perpetual, she held a number of senior roles with the Westpac Group including Head of Marketing and Head of Corporate Affairs for Westpac’s wealth management arm (BT Financial Group) and Group Head of Internal Communication, where she oversaw the communications strategy for 35,000 employees. Kylie has a BA in Communication from Charles Sturt University.

Presentation

High net worth individuals are chronically struggling for time and seeking advisers they can trust, sometimes across generations. In this joint presentation, Kylie Smith and John Joyce look at what HNW clients expect from their advisers and how digital technologies can strengthen that crucial personal customer relationship.

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