In the midst of Covid-19 driven market volatility, institutional client loyalty is more important than ever before
Sign up for free to find out how you can:
- Leveraging CX as a key differentiator- get practical insights from Europe’s leading asset managers on how to stand out to clients in a crisis
- Achieving client centricity and efficiencies – discover how the latest strategies, tools and technologies are being used
- Benchmark against peers and have your pressing questions answered – gain practical insights from 8 industry leaders, ask your questions and take part in polling
All times CET/Europe
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11:00 am - 11:05 am
11:00 am - 11:05 am
Welcome Address
Learn moreBen Sharples, Editorial Director, Digital Client Engagement
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11:05 am - 11:30 am
11:05 am - 11:30 am
Presentation: Empathy, transparency, reality: What lessons have we learnt through the COVID-19 crisis to transform our distribution models of the future and ensure genuine client engagement?
Alasdair Kinloch, Global Head of Client Service, Aberdeen Standard Investments
Graham Dow, Global Distribution Strategy & Commercial Director, Aberdeen Standard InvestmentsLearn more· What have we learned about how quickly focus and mind-set can be shifted in a crisis?
· How to apply the lessons learned moving forward
· What will it mean for distribution models of the future?
· How to understand what drives your team to excite them for change and innovation
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11:30 am - 12:00 pm
11:30 am - 12:00 pm
Presentation: Top tips for engaging with your clients in times of extreme volatility
Winnie Palmer, Chief Marketing Officer, EMEA, Seismic
Learn more· How to build digitally enabled client interactions that work in harmony with your offline practices and meet the evolving needs of diverse client bases
· Structuring your platform to handle increased volumes through the crisis
· How can you best identify where your institutional clients are engaging most and how can you better engage them on their terms?
· Ensuring the messaging is consistent across different channels to provide a connected customer experience
Reserved for Siesmic
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12:00 pm - 12:30 pm
12:00 pm - 12:30 pm
Presentation: Client communication lessons learned through the crisis: How to respond quickly to extreme market volatility and meet the changing needs and concerns of your clients
Tom Hughes, Vice President, Head of Digital Marketing EMEA, Allianz Global Investors
Learn more· Assessing the evolution of client communications since the Covid-19 crisis started: how did we start, how did we evolve, and where are we now?
· What messages have resonated with clients concerned about extreme market volatility?
· Considering the next phase: what this means for communication going forward
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12:30 pm - 1:00 pm
12:30 pm - 1:00 pm
Presentation: Leveraging cloud technology to deliver a more compelling client experience
Emil Soelberg Frisendal, Director, Cloud Product Management, SimCorp
Learn more -
1:00 pm - 1:30 pm
1:00 pm - 1:30 pm
Compare & Contrast Presentations: Remote management lessons learned: How to emotionally engage with your employees while remote working to maintain relationships and productivity
Guinevere Taylor, Director, EMEA Distribution, RBC Global Asset Management
Learn more· How can you restore productivity and engagement by focussing on employees’ emotions and keeping your promises?
· How to instil compassionate leadership across management and earn trust in times of disruption
· How can you boost wellbeing during a crisis?
· How to safeguard mental health in times of a crisis and support remote workers
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1:30 pm - 2:00 pm
1:30 pm - 2:00 pm
Presentation: Content that Converts: Engaging and influencing institutional investors
Ximene Weaver, Head of Content, Savvy Investor
Learn more· Digging into which content type is best – Should blogs be your primary output? Are white papers really dead?
· The elusive ROI: Defining value in thought leadership
· Optimise engagement and generate more leads with these best practices and practical tips ·
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2:00 pm - 2:30 pm
2:00 pm - 2:30 pm
Compare & Contrast Presentation (Part 2): Remote management lessons learned: How to emotionally engage with your employees while remote working to maintain relationships and productivity
Kassie Siwo-Gasa, Head of Digital Marketing, Legal & General Investment Management
Learn more -
2:30 pm - 3:00 pm
2:30 pm - 3:00 pm
Presentation: Delivering Sales Alpha: Using sales optimisation to level up your distribution teams
Patrick Murphy, Founder, PureGroup
Learn more- Passive engagement versus Active selling: Understanding how the dual approaches build superior client relationships at every stage of the funnel
- The forgotten channel: weaponising your sales team with a human touch. How to build sales agility into your distribution processes when "one size does not fit all"?
- Insight isn’t a monthly process: Using Artificial Intelligence to deliver scale to your client engagement. Make your sales team the smartest in the market whilst liberating your analysts to dive deeper and more frequently into the insight
- Leading the flows rather than going with the flow: How to identify future trends before they manifest as fund flows, and measure what works.
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3:00 pm - 3:30 pm
3:00 pm - 3:30 pm
Presentation: Multichannel sales and marketing in the asset management industry: How to build digitally enabled client journeys that work in harmony with your offline practices and meet the evolving needs of diverse client bases
Renato Guerriero, Global Head of Distribution, Candriam
Learn more· How to ensure that digital supports rather than replaces your offline engagement efforts
· What are the pros and cons of various approaches to multichannel marketing and how can you build a framework that works best for your clients?
· How to create a truly connected customer journey and ensure consistent engagement
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3:30 pm - 3:35 pm
3:30 pm - 3:35 pm
Close of Digital Client Engagement Virtual Event
What is a Virtual Event Anyway?
Hear First-hand from digitally advanced Asset managers
Watch a series of video and audio presentations as experts share inside secrets on their newest strategies!
Companies That Attend
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