Saxo Bank hosts webinars for Independent Asset Managers on a regular basis and conferences 1-2 a year. All previous webinars have been recorded and you can find that link below along with a short description of the agenda of each webinar.
All webinars:
IAM partner webinar: September status update - 5 September 2023
Following the IAM partner conference held in Woerden on 7 June 2023, this webinar was a status update on the topics presented and discussed at the conference.
Watch the webinar recording here. See the presentations here.
IAM partner conference - 7 June 2023
Following the migration in 2022 and with five months of working with new platforms, processes, and people, it was time for discussions and reviews.
We were happy to invite our partners to our inaugural Independent Asset Manager partner conference which was held in Woerden, the Netherlands from 14:00-18:00 followed by networking drinks.
See the agenda here.
Webinar #10 - How do I onboard customers to Saxo Bank’s platforms after migration - 25 October 2022
In this webinar we showed you a demo of the digital onboarding for private customers, explained the onboarding of corporate, joint and minor accounts via paper-based forms.
We also showed the onboarding module in SaxoConnect where you can see the onboarding status of new customers.
Watch the webinar recording here. See the presentation here.
Webinar #9 – Walk-through of key migration topics and uplift of SaxoConnect UX and navigation - 12 October 2022
In this webinar we went through the uplift of SaxoConnect UX and navigation. We reviewed key platform features including the dashboard, corporate actions, case management, client screener and related action, single client view and reporting. Watch the webinar recording here. See the presentation slides here.
Webinar #8 - Margin trading and trading with GST - 10 October 2022
In this webinar we reviewed important changes in the deficit procedure, option trading and margin. We also went through trading with Global Sales Trading (previously Binck BrokerDesk) and STP trading vs CARE orders, algo orders, multi-currency and offline trading. Watch the webinar recording here. See the presentation slides here.
Webinar #6 and #7 – 23 and 26 September 2022
In webinar #6 and #7, we gave a walk-through of Model Manager which is relevant for GIRO users.
Watch the recording of webinar #6 for a recap on general overview of Model Manager, how to create models, how to amend models, linking (or switching) models and scheduled rebalancing. Watch the webinar recording here.
Watch the recording of webinar #7 to review triggering cash withdrawal, initiating full liquidation, investing new cash deposited, monitoring Giro clients and instrument coverage. Watch the webinar recording here.
Webinar #5 – 7 July 2022
At this webinar, we showed you how to renew your end-clients using the client renewal module in SaxoConnect. You can look at a demo of how to navigate, validate and update end-client information across single and joint accounts as well as for corporate clients.
Access the webinar, the presentation and the full agenda here.
Webinar #4 – 22 June 2022
At this webinar, we showed you how to renew your end-clients using the client renewal module in SaxoConnect. You can look at a demo of how to navigate, validate and update end-client information across single and joint accounts as well as for corporate clients.
Access the webinar, the presentation and the full agenda here.
Webinar #3 - 15 December 2021
Watch the recording for a recap on key SaxoConnect platform functionalities in live environment. We covered increased transparency on daily operations via a general dashboard, case management, cash and risk management modules, new advanced client screener module, new corporate actions modules, a powerful search engine and much more.
Learn about the migration process including key dates and milestones, platform access and report generation, the help center, and information on Saxo Portfolio for the end-customer.
Access the webinar, the presentation and the full agenda here.
Webinar #2 - 2 September 2021
At the September webinar, we introduced partners to the on-boarding process, reporting, end-customer portal, multi-currency accounts and advanced trading journeys.in SaxoConnect, at the time key functionality still in development. Saxo and Binck experts gave presentations on digital on-boarding and Saxo’s Global Sales Trading Desk.
Access the webinar, the presentation and the full agenda here.
Webinar #1 - 24 June 2021
At this inaugural online webinar, key senior executives and executives from Saxo Bank and BinckBank gave an update on Saxo Bank’s strategy 2021-2023, the overall platform strategy and this marked the first series of presentations of SaxoConnect.
Access the webinar, the presentation and the full agenda here.
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