CFM INDOSUEZ Wealth Management - 2020 Annual Report

15 boost our operating efficiency reinforce our compliance system accelerate our digital transformation THE INDOSUEZ CHAPTER - Specific support and reinforcement of employee autonomy during the crisis - Higher employee engagement: 6 point increase in the employee net promoter score over one year - P romotion of intrapreneurship (Product Owners) - Launch of the Digital Academy encouraging individual training - Transfer of all entities to a single modernised IT system that can integrate the high value added external solutions offered by FinTechs - Gradual realisation of strategic projects (investment proposals, CRM, digital channels) - Numerous short-cycle initiatives led by product owners - Massive deployment of remote working - Realisation of cost-control goals - Harnessing of operational synergies with other Group entities (Amundi, CACEIS, Regional Banks, etc.) - Finalisation of the internal and external corruption risk mapping - Reinforcement of the anti-fraud procedure - Incorporation of compliance values in the job description of new entrants and in the annual objective of the Bankers - Opening of the Innovation Lab in Paris - Creation of the “Cœur collaboratif” in Luxembourg to favour an agile and cross-functional co-creation culture - Launch of the production of a new customised investment proposal tool in Monaco - Deployment of the 100% digital onboarding process in Luxembourg… - Creation of a community of 150 “Transformers”, ambassadors and vectors of the cultural transformation - Organisation of Lunch&Learn sessions dedicated to innovation - Increased use of collaborative tools - Training in agile methodology - Launch of the Career Academy at Azqore with three internal certifications: Project Management, Lead and Perform certification - Launch of an equal opportunity charter - A greater number of women in the management bodies - Rollout of training programmes designed for women employees from the start of their career - Having women at Indosuez speak out via 6 portraits published internally and externally - Foster cross-functionality, autonomy and initiative - Be able to build digital solutions with fast results. - Control costs - Increase operational synergies - Capitalise on the digital transformation - Improve KYC (KnowYour Client) - Structure and support the international sales strategy - Strengthen the financial security system and prepare for regulatory developments - Enhance the Client Experience: simplify the client journey and digitisation of the processes/tools - Disseminate a culture of innovation - Drive the digital transformation at all levels - Promote gender diversity OUR AMBITIONS OUR AMBITIONS OUR AMBITIONS OUR AMBITIONS SOME OF OUR ACHIEVEMENTS IN 2020 SOME OF OUR ACHIEVEMENTS IN 2020 SOME OF OUR ACHIEVEMENTS IN 2020 SOME OF OUR ACHIEVEMENTS IN 2020