Duration: 45 minutes

Is outdated tech haunting your client experience? 

In the fiercely competitive landscape of investment management, delivering an exceptional client experience stands as a paramount differentiator. Despite the growing recognition of the strategic importance of optimizing digital client communications, many teams find themselves constrained by legacy systems, requiring data reconciliation and manual processes that compromise the overall client experience.

Watch our recent webinar to get expert perspectives on how to transform client interactions:  

  • The crucial role of client experience as a key differentiator
  • The detrimental impact of outdated tech on client satisfaction
  • The industry shift to services for faster time to value in client reporting
  • Key steps to succeed in digital transformation
  • The need for strategic partnerships

 

Speakers

Jacky Fu

Jacky Fu

Associate Director, Head of Reporting Solutions, North America,
Alpha FMC

 Connect with Jacky

Laura Thaxter

Laura Thaxter

Managing Director, Client Experience,
HarbourVest

 Connect with Laura

Sarah Prior

Sarah Prior

Global Go-To-Market Strategist, Data & Reporting,
SimCorp

 Connect with Sarah

Andrew Lee

Andrew Lee

Value Advisory Principal,
SimCorp

 Connect with Andrew

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