Digital Client Engagement Connect
08 - 09 October, 2024
Sopwell House, St Albans, UK.
Day Two - Wednesday 9th October
8:45 am - 8:50 am
Opening Remarks from WBR - Gabriela Martins da Silva, Content Director, Digital Client Engagement Connect
8:50 am - 9:00 am
Opening Remarks from Chair
Building a Winning Digital Business
9:00 am - 9:20 am
Guest Keynote: How we have future-proofed our people, processes and technology to achieve service excellence and continually adapt to digital innovations
Stephane Malrait -
Global Head of Market Structure and Innovation for Financial Markets,
ING
- How to cultivate a tech-forward mindset in distribution, marketing and experience teams
- How to future-proof through digitalization without compromising service excellence
- How to adopt new tech stacks for sustainable growth
9:20 am - 9:40 am
Case Study: How can you use AI and ML to create compelling content that drives platform subscriptions and better engages prospects to build longer lasting relationships?
Stephen Jenvey -
CIO,
Wellington
Silvia Secchi -
Head of Marketing Delivery,
Wellington
- How to develop compelling content that drives platform subscriptions
- How to create content that attracts and converts acquisition leads
- How to leverage machine learning for content optimization at scale
- How to implement ML tools for smaller marketing teams to enhance content effectiveness
9:40 am - 10:00 am
Sponsor Client Interview: How to leverage your client data and transition to an insights and performance focus that drives real application and results in a clear client experience goal and delivery
- How to transition from key focus of a traditional data pool setup to a client performance centric model
- How to create real cases where client insights data will inform real-time application and decision making
- How to use data to create a clear understanding of how clients experience your service and what you want the new delivery experience to be
10:00 am - 10:05 am
5-minute transition
10:05 am - 10:35 am
Private business meetings for you to benchmark solution providers
10:05 am - 10:35 am
Networking Time and Coffee Break
10:35 am - 10:40 am
5-minute transition
10:40 am - 11:10 am
Private business meetings for you to benchmark solution providers
10:40 am - 11:10 am
Think Tank: Digital Content Management: How to create an automated hyper-personalised content strategy that helps you pre-empt and better meet your client needs and stand out from the crowd How to design a
- How to design an epic content strategy for individualised service
- How to curate tools for a hyper-personalised dashboard
- How to drive maximum value to clients through single-customer view
11:10 am - 11:15 am
5-minute transition
Unlocking High-Impact Digital Marketing
11:15 am - 11:35 am
Case Study: How to deepen client relationships and centricity, using insights to define what products to develop that can best respond to their needs and foster a partnership approach to your market
Bethany Morris -
Global Head of Client Experience,
Amundi
- How Amundi is setting up their approach to collecting and researching client insights
- What indicators to look for that identify gold-mines of potential in your client experience
- How to use data to best inform the products and services you are developing for the future
Driving Cross-Functional Collaboration
11:35 am - 11:55 am
Guest Case Study: How to implement ESG initiatives that drive measurable impact and create long-term value for investors, clients and employees
- How to implement ESG reporting for transparency
- How to create long-term value through ESG initiatives
- How to drive measurable impact for investors, clients and employees
- How to highlight financial, legal and reputational benefits
11:55 am - 12:35 pm
Panel Discussion: How can you implement a broad range of personalised engagement approaches to meet the changing needs of your legacy and digital-savvy diverse client base?
Lucy Davisdon -
Global Marketing Director,
MFS
Lainey Gallagher -
Channel Marketing Manager,
Dimensional Fund Advisors
- Tailoring strategy to diverse client preferences
- Ensuring cost-efficient engagement approaches
- Building future-proof flexibility into your strategy
- Adapting for new digital-savvy clients
Lainey Gallagher
Channel Marketing ManagerDimensional Fund Advisors
12:35 pm - 1:35 pm
Lunch
1:35 pm - 2:05 pm
Private business meetings for you to benchmark solution providers
1:35 pm - 2:05 pm
Think Tank: Client Portals: How to build a client portal that strikes a balance between personalising and creating microsites for clients, merges multiple solutions and targets client experience with clear benefits for use
- How to ensure your client portal works for all types of clients and their different levels of digital expectations
- How to integrate distribution and client experience needs into one platform that drives results in acquisition and retention of clients
- How to automate low-value tasks and include self-service to reduce total cost and create a more cohesive client experience
2:05 pm - 2:10 pm
5-minute transition
2:10 pm - 2:40 pm
Private business meetings for you to benchmark solution providers
2:10 pm - 2:40 pm
Think Tank: ESG Solutions: How to implement a flexible and efficient ESG strategy to stay on top of upcoming regulatory changes and remain compliant
- How to build a best-in-class ESG strategy
- How to address regulatory shifts like the SRI Label Reference Framework
- How to prepare for EU transparency on financial products in 2024
- How to strategize for the implementation of SDR in 2025
- How to achieve compliance success and longevity
2:40 pm - 2:45 pm
5 minutes transition
Staying Ahead of New Reforms
2:45 pm - 3:05 pm
Regulatory Update: How can you best navigate new financial market digital policies and regulations to future-proof your client experience strategy?
Stephane Janin -
Global Head of Regulatory Developments and Public Affairs,
AXA Investment Managers
Stephane Janin
Global Head of Regulatory Developments and Public AffairsAXA Investment Managers
Wrap-Up Roundtables
3:05 pm - 3:45 pm
Roundtable 1. How to equip your digital sales team with the tools to have more meaningful conversations with their clients and deliver maximum value at every interaction
3:05 pm - 3:45 pm
Roundtable 2. How to define and deliver a digital strategy that helps you better understand client needs, maps the optimal client experience and lays the foundation for future innovation
3:05 pm - 3:45 pm
Roundtable 3. How to improve your omni-channel experience with AI-driven data that incorporates SEO, marketing and sales input to achieve growth on a wider scale
3:05 pm - 3:45 pm
Roundtable 4. How to deliver a 1-1 email experience using marketing automation that makes best use of segmentation and consolidates multiple client touchpoints