IAM partner webinar – November status update

Following the IAM partner webinar from September 2023, this webinar provided a status update on the key topics discussed during that session.

View the presentations

Best regards,

Henrik Alsøe, Global Head of Saxo Institutional, Saxo Bank
René Kirkels, Managing Director of Saxo Institutional, Mid Europe, Saxo Bank

Agenda

14:00-14:10
Welcome and introduction
René Kirkels, Managing Director of Saxo Institutional - Mid Europe


14:10- 14:40
Expectations for 2024 – Onboarding, ODD and renewal
Danny Møller, Global head of Onboarding and ODD, AML Responsible
Deepak Gupta, CEO Saxo Group India

Discuss what partners can expect in 2024 (especially in Q1), CBO transfers, previous communications and demonstrate what ODD business-as-usual looks like. 


14:40- 15:05
Status update on SaxoPartnerConnect

Anders Stengaard, Director, Partner Platforms

Recap of delivered enhancements and status and timeline for pending improvements.


15:05- 15:20
Day-to-day services

Natalia Dyer, Global Head of Saxo Institutional Service
Khalid Al-Gharawi, Team Lead Institutional Service - Mid Europe

Review the ongoing progress of day-to-day operational services and deliveries.


15:20- 15:30
Closure

René Kirkels, Managing Director of Saxo Institutional - Mid Europe