Digital Client Engagement Connect
08 - 09 October, 2024
Sopwell House, St Albans, UK.
Stewart Conway
Head of Digital and Sales Enablement Columbia ThreadneedleDay One - Tuesday 8th October
9:20 AM Keynote Interview: How to make the right investments in digital initiatives that empower your advisors to deliver more personalised, high-touch client experiences and optimize business performance
- How to prioritize implementation steps
- How to navigate vendor partnerships effectively
- How to achieve superior client retention metrics even in a downturn investment climate
- How to defend your budget and maximize for results so the business understands the benefits
9:40 AM Panel Discussion: How can you implement the latest digital innovations to create a seamless E2E client journey across all channels that drives engagement and loyalty?
- How to unlock a superior performing client onboarding and retention experience
- How to accelerate the implementation process
- How to achieve seamless client engagement with advanced tools at scale
- How to evidence non-transactional benefits and prove the ROI
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 Stewart.
Download The Latest Agenda