Client Engagement at a Turning Point

Digitalization of client engagement in Investment Management

With client expectations changing rapidly, modern, flexible and intelligent client communications is no longer a “nice to have” but rather a competitive differentiator.

Watch this webinar, hosted by ClearPath Analysis, for the latest thinking on how investment management firms can capitalize on a digitalization strategy for their client communications and engagement. 

Watch the on demand recording to learn: 

  • What is the current state of client engagement in the investment management industry?
  • Why are some firms embracing digital transformation and what’s their impetus for change?
  • How can digital engagement deliver a more compelling client experience and drive strategic growth?
  • What are the key considerations when building the business case for interactive, digital client portals?
  • What does the future of client engagement look like?

Duration: 60 minutes



Sara Benwell

Sara Benwell

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Paul Sinthunout

Paul Sinthunont
Senior Analyst, Aite Group

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Phil Lynch

Phil Lynch
Senior Strategy Principal, SimCorp

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Greg Klotz

Greg Klotz
Vice President Client Experience, Nuveen

 Connect with Greg


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