Asset Management: Differentiating through Digital

The world of Asset Management is on the cusp of change. A growing interest from new digitally savvy investors, along with an increasingly sophisticated clientele is changing relationship management and challenging every asset management firm’s entrenched ways of working. Today’s connected customer expects a high standard of service – that’s more personal, more immediate and multi-channel.
Despite the rise of Fintech start-ups, which have been challenging the traditional banking models, the world of B2B FS has largely been late to the digital party. Asset Management still relies on face-to-face relationships to drive growth, using tech as a secondary tool.
Whilst understandably Asset Managers remain focused on high-value institutional relationships, they are potentially missing out on new audiences and opportunities that could be targeted, serviced and supported by new technology.
Join us on 7 June for ‘Differentiating through Digital’ where we will explore:
How you can deliver a truly personalised, compelling customer experience
Set out the automation technology and techniques that can help you to turn prospects into loyal clients
Uncover the cultural and operational hurdles you’ll face in implementing an omni-channel marketing strategy