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.
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
If you have any questions, please write to your relationship/account manager or directly to INST-Marketing@saxobank.com.