14:30 Registration & Networking
15:00 Welcome remarks
- Harry Thomas, Relationship Manager, The Investment Association
Organiser:
In today’s dynamic landscape, the expectations of end investors are evolving rapidly. As technology reshapes industries and individuals continue to expect more streamlined digital experiences, investment managers are presented with both unprecedented opportunities and challenges. This event aims to explore how digitisation can revolutionise the client journey, offering insights into key strategies to meet the evolving needs of investors.
During the event, we will explore the disparity in the current methods investment managers use to interact with their customers and the ways that end investors like to interact with their investments. We will hear directly from investment managers about their journeys to continually develop the levels of personalisation in their communications and products. And last but not least, a number of successful platforms will run through the challenges they see investment managers facing, and the technologies they believe can provide a competitive advantage.
Don’t delay, register today! We look forward to seeing you there.
14:30 Registration & Networking
15:00 Welcome remarks
15:05 Changing Needs and Expectations of the End Investor
15:25 Fireside Chat: How can investment managers better meet the needs of customers?
15:45 Panel: Discussing the Technology that can Transform Client Experience
Moderator – Reuben Overmark, Senior Policy Adviser, Retail Markets, Investment Association
16:30 Closing remarks
16:35 Networking drinks
17:30 Event close
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