Digitalization of Client Engagement

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?





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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