TalkingTech – Enhancing Client Experience: Digitising the Journey for the End Investor

Thursday 27 June 2024 |
 3:00 pm
 – 5:30 pm


Thursday 27 June 2024

Start Time:  

3:00 pm


The Investment Association, 23 Camomile Street, London, EC3A 7LL


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

  • Harry Thomas, Relationship Manager, The Investment Association


15:05 Changing Needs and Expectations of the End Investor

  • Dola Fashola, Consulting Wealth & Investment Director, PwC
  • Jessica Lewis, Consulting Director, PwC


15:25 Fireside Chat: How can investment managers better meet the needs of customers?

  • Neil Thornburn, Chief Experience Officer, Kurtosys
  • Colin Bennett, Global Head of Digital Distribution, GAM


15:45 Panel: Discussing the Technology that can Transform Client Experience

Moderator – Reuben Overmark, Senior Policy Adviser, Retail Markets, Investment Association

  • Michelle Wright, Chief Product Officer, Kurtosys
  • Adam Grainger, Founder and MD, Accomplish
  • Nathan Long, Senior Policy Analyst, Hargreaves Lansdown


16:30 Closing remarks

  • Gillian Painter, Head of Membership and Engine, The Investment Association


16:35 Networking drinks


17:30 Event close

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