Report
ESG and the client experience
Contributors:
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
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