Advisor briefing: New options to elevate digital Client Communications 

Clients still doing manual client reporting? Learn new digital options

If it’s been a while since you considered Client Communications, this is your chance to get up to speed. 

During this special advisor session, our specialists will walk you through today’s options, including cloud-native client portals and automated, client-ready reporting.

You’ll hear about the industry trends driving these developments and get a closer look at our award-winning solutions.

AGENDA

• Welcome and what to expect 
  Francesco Maffei, Global Advisor Partnerships Lead, SimCorp
• SimCorp solution overview  
  Dean McIntyre, Director, Strategy, SimCorp   
• Industry trends and client success stories  
  Sarah Prior, GTM Strategy Principal, SimCorp 
• Automated client reporting and digital engagement options 
  Andrew Lee, Value Advisory Principal, SimCorp
• Solution roadmap 
  Sarah Prior, GTM Strategy Principal, SimCorp
• Next steps 
  Francesco Maffei, Global Advisor Partnerships Lead, SimCorp