How digitalizing client experience can drive client acquisition and retention
Learn what defines a strong digital client experience in investment management and what is required to ensure its successful adoption.
In a quest for competitive differentiation, digital transformation and creating a modern client experience is becoming a priority for the investment management industry.
In this panel debate, industry experts discuss:
- Why is the investment management industry lagging behind other industries when it comes to digital client communications?
- How has the pandemic and other events of heightened market volatility changed clients’ expectations for how they interact with their investment managers?
- How can digitalizing client experience unlock a better experience for those you serve?
- What are leading firms doing to improve their clients’ digital experience?
- How do you ensure a successful adoption of digital client portals?
