Zurich Middle East's Podcast

Zurich Middle East

Be Ready For Life with Zurich Middle East’s official podcast.For expert advice powered by Zurich you can call us on 800ZURICH.www.zurich.ae/claims-report-2022

Episodes

  1. 3 Sept

    The Power of Advice | Banking Series – Ep 3 | Trust, Advice & Wealth Management in a Digital Era with HSBC

    Technology is transforming financial services faster than ever before. Customers have more information, more platforms, and more choices available at their fingertips. But as digital capabilities continue to evolve, what role does human advice play? In this episode of The Power of Advice Banking Series, Rayner Britto, Head of Retail Business at Zurich Middle East, is joined by Craig Worobec and Caroline Abourayan from HSBC UAE for a wide-ranging discussion on trust, advice, and the future of wealth management.  Together they explore: • The balance between digital innovation and human relationships  • How customer expectations are changing in wealth management  • The future of AI-enabled advice and wealth platforms  • Why trust remains the foundation of financial decision-making  • Building long-term financial resilience through protection planning  • The importance of education in tackling underinsurance  • Why successful financial planning requires both investing and protection solutions   The discussion also explores lessons from Zurich's latest claims insights, including rising claims for critical illness, longer life expectancy, and the continued need for stronger financial protection and customer awareness.  Who should listen? • Wealth management professionals  • Financial advisers and planners  • Banking and insurance leaders  • Customer experience professionals  • Digital transformation leaders  • Anyone interested in the future of advice, wealth, and financial planning Featuring: 🎙 Rayner Britto, Head of Retail Business, Zurich Middle East  🎙 Craig Worobec, Head of Wealth & Premier Solutions, UAE and Middle East, HSBC  🎙 Caroline Abourayan, Head of Premier Wealth Distribution UAE, HSBC  Head over to our YouTube channel to watch all the episodes Power of Advice | Zurich Middle East

  2. 2 Sept

    The Power of Advice | Banking Series – Ep 2 | Protecting your wealth in a borderless world with Standard Chartered Bank

    Today's affluent customers are more global than ever before. Families live across countries, businesses operate across borders, and wealth increasingly needs to move seamlessly between generations and jurisdictions. In this episode of The Power of Advice Banking Series, Rayner Britto, Head of Retail Business at Zurich Middle East, is joined by Ayesha Abbas and Rajesh Kannan from Standard Chartered Bank to discuss how financial institutions can help clients navigate this new reality.  Together, they explore: • Why protection planning is a critical pillar of wealth management  • The financial risks facing affluent families today  • Managing wealth across borders and multiple jurisdictions  • Legacy planning and wealth transfer in a globally mobile world  • The growing importance of women's financial empowerment  • Moving beyond product sales to needs-based financial advice  • Helping clients build confidence through trusted relationships and long-term planning  The conversation also explores Zurich's latest claims insights, including the growing importance of protection planning, women being underinsured, and the need for greater awareness around health, financial resilience, and long-term wealth preservation.   Who should listen? • Wealth management professionals  • Financial advisers and planners  • Banking and insurance leaders  • Affluent and high-net-worth individuals  • Anyone interested in legacy planning and financial protection  • Professionals responsible for supporting clients through life's major financial decisions Featuring: 🎙 Rayner Britto, Head of Retail Business, Zurich Middle East 🎙 Ayesha Abbas, Managing Director, Head of Affluent and Wealth, EMEA and UAE, Standard Chartered 🎙 Rajesh Kannan, Managing Director, Head of Wealth and Retail Banking UAE, International Banking EMEA, Jersey (UK) & Global Indian, Standard Chartered Head over to our YouTube channel to watch all the episodes Power of Advice | Zurich Middle East

  3. 1 Sept

    The Power of Advice | Banking Series – Ep 1 | Building trust at scale with Mashreq Bank

    Trust is the foundation of every strong financial relationship. But in an increasingly digital world, how can banks and insurers build trust at scale while still delivering the human connection customers value most? In the first episode of The Power of Advice Banking Series, Rayner Britto, Head of Retail Business at Zurich Middle East, is joined by Hasheer Kottal, Senior Vice President, Bancassurance at Mashreq Bank, for a thought-provoking conversation on the evolving role of advice in financial services. Together, they explore: How customer expectations are changing across banking and insuranceThe opportunities and challenges of automation and digital transformationWhy trust remains the ultimate differentiator in financial servicesHow leaders can create cultures that put customers firstThe balance between technology and human expertiseThe future capabilities that banking and insurance leaders will need to thriveAs uncertainty continues to shape financial decision-making, customers are seeking more than products. They're looking for confidence, guidance, and trusted advice. This episode explores how financial institutions can move beyond transactions to build meaningful, long-term relationships that help people achieve their life goals.  Who should listen? This episode is ideal for: Banking and insurance leadersBancassurance professionalsWealth managers and financial advisersCustomer experience and digital transformation leadersAnyone interested in the future of trust, advice, and financial services in the Middle EastFeaturing:  🎙 Rayner Britto, Head of Retail Business, Zurich Middle East 🎙 Hasheer Kottal, Senior Vice President, Bancassurance, Mashreq Bank Head over to our YouTube channel to watch all the episodes Power of Advice | Zurich Middle East  Head over to our YouTube channel to watch all the episodes Power of Advice | Zurich Middle East

About

Be Ready For Life with Zurich Middle East’s official podcast.For expert advice powered by Zurich you can call us on 800ZURICH.www.zurich.ae/claims-report-2022