As financial services become increasingly digitalized, what emphasis should data strategy be playing in customer retention plans and your firm’s wider digital agenda?

The increase in democratization of data access has made clients much more well-informed about their portfolios, causing the heightened level of interrogation of the asset managers. How do asset managers demonstrate that they are providing value and meeting the expectations of their clients?  

Watch this recording from the Fund Operator North America Virtual Summit to learn how digital client engagement is helping asset managers to remain relevant throughout changing investor preferences and customer experiences in fund operations. 

Get expert perspectives on: 

  • Key services asset managers have incorporated into their business model that have generated positive client feedback 
  • The use of data analytics in fund management and how it has been pertinent to the retention of customers 
  • How alternative and ESG investments effectively captured the attention of stakeholders among asset managers 
  • How organizations can reduce costs while optimizing operational efficiency, especially in terms of staff, software and access to innovative technology

Duration: 40 minutes



Noel Hillmann, Chief Executive Officer, Clear Path Analysis


Paul Fahey, Head of Investment Data Science, Northern Trust

Patrick Waters, Head of ESG Marketing, Wells Fargo Asset Management

Jack Tamposi, Senior Analyst - US Institutional, Cerulli Associates

Phil Lynch, Senior Strategy Principle, SimCorp

First Name *
Last Name *
Business Email *
Company *
Title *
Work Phone