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ESG and the client experience


Laura Thaxter
Managing Director, Global Head of Client Service, HarbourVest

Gert Raeves
Managing Director, Client Experience, Adox Research

Sarah Prior
Go-To-Market, Strategy Principal, SimCorp

Why ESG investing is driving new client experience projects.

It’s no secret that clients want more ESG factors in their reports. Yet getting that data in client-ready form is a bigger challenge than expected, which is leading to new digital client experience projects.

This trend was highlighted in a recent webinar hosted by FTF News. The presenters also explored how better ESG communications can create a competitive advantage among asset managers and decrease client attrition.

If you missed the webinar, don’t worry. You can get a download of the findings in this summary report. You’ll learn: 

  • The telltale signs that your client experience needs attention 
  • Why ESG is a catalyst for client experience projects 
  • The crucial client experience metrics, and how to measure them 

Download Report

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