Digital Client Engagement Connect
08 - 09 October, 2024
Sopwell House, St Albans, UK.
Sarah Emberson
Head of Institutional Client Services Patrizia AMDay One - Tuesday 8th October
12:25 PM Panel Discussion Interactive followed by Roundtables: How can you implement digitalized client reporting tools that provide your clients with more personalised updates on their investments in real-time?
- How to streamline data for digital reporting, video snippets, factsheets and incorporating different focuses
- How to integrate ESG and regulatory compliance
- How to enhance interactive self-service for speed and accessibility
- How to rationalize the costs of updating reporting with the latest AP to maximize loyalty
Following the panel discussion, the audience will break into roundtables to discuss questions posed by the speakers
Check out the incredible speaker line-up to see who will be joining Sarah.
Download The Latest Agenda