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The New Client Ecosystem: A digital transformation roadmap for Asset Managers

Asset managers are under pressure to deliver increasingly personalized service and better outcomes for clients. However, multiple products, content items, messages and channels, mean the amount of decisions necessary to give each investor exactly what they need, when they need it, is beyond human capacity.

 

This session will examine how asset managers can cross the ‘decision gap’ between client expectations and operational reality, and lead on digital transformation within their organizations.

This session will explore how senior marketing leaders at wealth and asset management firms can lead on digital transformation within their organizations.

Places are limited and aimed at an executive level. Other levels of seniority can attend but should be ready to participate in round-table discussion.

 

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