In the midst of Covid-19 driven market volatility, institutional client loyalty is more important than ever before

Join this virtual event to find out how other leading asset managers are leveraging digital to better target, engage and build relationships with their institutional clients during these unprecedented times.
Walk away with practical tips based on lessons learned to better lead your firm’s digital client engagement strategy during the Covid-19 crisis.

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

Our Speakers Include:

Alasdair Kinloch

Alasdair Kinloch

Global Head of Client Service

Aberdeen Standard Investments

Guinevere Taylor

Guinevere Taylor

Director, EMEA Distribution

RBC Global Asset Management

Kassie Siwo-Gasa

Kassie Siwo-Gasa

Head of Digital Marketing

Legal & General Investment Management

Renato Guerriero

Renato Guerriero

Global Head of Distribution


Graham Dow

Graham Dow

Global Distribution Strategy & Commercial Director

Aberdeen Standard Investments

Tom Hughes

Tom Hughes

Vice President, Head of Digital Marketing EMEA

Allianz Global Investors

Ximene Weaver

Ximene Weaver

Head of Content

Savvy Investor

Winnie Palmer

Winnie Palmer

Chief Marketing Officer, EMEA


Ian Rees

Ian Rees

Product Manager

SimCorp Coric

2020 Agenda - All Times BST/London

Day 1 – 8 September 2020

  • 10:00 am - 10:05 am

    10:00 am - 10:05 am

    Ben Sharples, Editorial Director, ProcureCon Europe

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  • 10:05 am - 10:45 am

    10:05 am - 10:45 am

    ·         Driving digital customer engagement in the traditional asset management industry: How to leverage digital to transform your business strategy in a legacy firm

    ·         Exploring new digital business models: What is the main digital disruptor in the current market and where might further competition come from?

    ·         What new distribution and operating models might be on the rise with the enablement offered by digital and how can you adopt these in-house?

    ·         What should you be doing now in order to turn potential disruption from digital innovation into new opportunities for your business?

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  • 10:45 am - 11:30 am

    10:45 am - 11:30 am

    Create a custom workshop based on a subject you would like to educate your prospects about. The workshop will be 45 minutes in total length with a 20 minute presentation and 25 minute for Q&A and discussion. We recommend that you bring a client to present with you for optimum engagement. Our event producer can invite 1-2 speakers to join the conversation.

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  • 11:30 am - 12:30 pm

    11:30 am - 12:30 pm

    ·        How to optimise your client messaging to drive greater impact

    ·        Understanding what will resonate with nervous investors and how to communicate it

    ·        How can you succeed with client segmentation to ensure they only receive relevant information

    ·        How can you implement an agile testing process to trial different designs and messages to quickly identify which formats and content works best?

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Day 2 – 9 September 2020

  • 11:00 am - 11:05 am

    11:00 am - 11:05 am

    Ben Sharples, Editorial Director, Digital Client Engagement

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  • 11:05 am - 11:30 am

    11:05 am - 11:30 am

    Alasdair Kinloch, Global Head of Client Service, Aberdeen Standard Investments
    Graham Dow, Global Distribution Strategy & Commercial Director, Aberdeen Standard Investments

    ·        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

    Winnie Palmer, Chief Marketing Officer, EMEA, Seismic

    ·        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

    Tom Hughes, Vice President, Head of Digital Marketing EMEA, Allianz Global Investors

    ·        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

    Ian Rees, Product Manager, SimCorp Coric

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  • 1:00 pm - 1:30 pm

    1:00 pm - 1:30 pm

    Guinevere Taylor, Director, EMEA Distribution, RBC Global Asset Management

    ·        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

    Ximene Weaver, Head of Content, Savvy Investor

    ·        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 ·        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

    Kassie Siwo-Gasa, Head of Digital Marketing, Legal & General Investment Management

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  • 2:30 pm - 3:00 pm

    2:30 pm - 3:00 pm

    Renato Guerriero, Global Head of Distribution, Candriam

    ·        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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  • 3:00 pm - 3:30 pm

    3:00 pm - 3:30 pm

  • Interactive Round Tables

  • 3:30 pm - 4:30 pm

    3:30 pm - 4:30 pm

  • 3:30 pm - 4:30 pm

    3:30 pm - 4:30 pm

  • 3:30 pm - 4:30 pm

    3:30 pm - 4:30 pm

  • 3:30 pm - 4:30 pm

    3:30 pm - 4:30 pm

  • 4:30 pm - 4:30 pm

    4:30 pm - 4:30 pm

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!

Get a Range of Insights on the Subjects that Matter to You

Experience a variety of content including expert panels and leading  solution provider case studies and tech presentations.

Get Solutions to Pressing Problems

Tune in live to get the full experience! Take part in live polling, submit text Q&A and then re-cap On-Demand at a later date.

Companies That Attend

Digital Client Engagement Virtual Event

In Partnership With:

Frequently Asked Questions

How will I access the sessions?
You will attend the sessions, meet our partners and gain access to valuable resources in our online conference center.

Do I need to download or install any software to be able to attend this event?
No. You do not need to download or install any software to participate in our conference. You only need to have access to the Internet.

Will the sessions be recorded?
Yes. The sessions will be recorded and available for free for a limited time but you must sign up in advance.