With client expectations changing rapidly, modern, flexible and intelligent client communications is no longer a “nice to have” but rather a competitive differentiator.

In this webinar, we explore the impact of clients’ engagement needs in investment management and discuss the benefits of adopting digital, interactive portals from the perspective of the end-clients, as well as how investment management firms can capitalize on a digitalization strategy. Specifically, our line-up of subject-matter experts will discuss:

• How have the pandemic and other events of heightened market volatility changed clients’ expectations for how they interact with their investment managers?
• What are the key business drivers and value incentives of digital, interactive portals that go beyond pure distribution of information to provide a deeper understanding of clients’ needs and interests?
• What are the key considerations when building the business case for adopting digital portals?