The world stands ready to greet an era of change, bolstered by a unique economic climate in the wake of the pandemic. The growth of technology, challenges to established corporate concepts and the rise of powerful new competitors are all accelerating the creation of a new global status-quo.
For investors, this change leaves a particular dilemma: How do you prepare for this changing world and secure you and your assets a place in this new future?
We will give investors and businesses the answers they need to not only survive but succeed in the face of a changing world, including:
- Building the best profile of your customer, implementing a comprehensive CRM strategy and troubleshooting common issues businesses face when levelling up their CRM tech stack
- Identifying and thinking of ways in which businesses can bolster innovation, and thinking about where the nature of innovation itself comes from in asset management.
- How to navigate the current economic and geopolitical climate, and how market positioning could make or break the future of the asset management industry in riding out this wave
- How to best adhere to your new requirements under the new consumer duty framework coming into force next year, and what this means for you and your business.
Speakers:
- Malcolm Fried, Chief Marketing Officer, Ninety One
- Brian Stewart, Global Head Customer Insight, Web Experience & Analytics, AXA Investment Managers
- Colin Bennett, Global Head of Marketing & Client Experience, GAM Investments
- Vincent Hooplot, COO & Chief Strategist, Fundamental Media
- Hideki Hashimura, CRM/CX Strategist & CMO, redk
- Duncan Sparke, Divisional Director, Man Bites Dog
- Courtney Waterman, Managing Director & Head of Global Institutional and EMEA Marketing, Goldman Sachs
- Bradley Gamage, Senior Client Partner, Publicis Sapient
- Michel Van Oorschot, Head of EMEA Marketing, T. Rowe Price UK
- Ed Knight, Senior Consultant & Financial Services Sector Lead, Signal
Check Back Here for Regular Speaker Updates!
Agenda of the Day
| 09:00
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ARRIVALS & REGISTRATION
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| 09:30
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SESSION I: CUSTOMER INSIGHT & CRM DOCTOR’S CONSULTATION (Colin Bennett, Global Head of Marketing & Client Experience, GAM Investments; Brian Stewart, Global Head of Customer Insight, Web Experience & Analytics, AXA Investment Managers; Hideki Hashimura, CX/CRM Strategist & CMO, redk)
How can you make the best investments if you don’t have a clear picture of your customer? In this session we take a look at whether your data is fit for purpose within the modern marketing landscape, along with ways to further your customer insight technology. Joined by a panel of CRM experts, they will walk us through the priorities, pitfalls and pathways to tech customer insight success. Don’t forget to stick around, as our panel will don their best lab coats and open up the floor to questions during our CRM Doctor’s Consultation, giving quick-fire solutions to any problems or barriers your CRM strategy may face - make sure to come ready with questions!
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| 10:15
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SESSION II: THE SOURCE OF INNOVATION (Vincent Hooplot, COO & Chief Strategist, Fundamental Media; Malcolm Fried, Chief Marketing Officer, Ninety One; Colin Bennett, Global Head of Marketing & Client Experience, GAM Investments - CHAIRED BY: Bradley Gamage, Senior Client Partner, Publicis Sapient)
What leads the market, and how does the asset management industry stay competitive? The key component to this competitive edge is undoubtedly a healthy dose of innovation, but what is innovation, where does it come from and how can the market keep on being innovative in a dynamic and changing industry. With a collated panel of experts from a variety of business areas, we pose the simple yet compelling question: Where does innovation come from? Whilst the answer may lie with creative agencies, publishers, clients or even a mix of the above, this session is sure to intrigue and inspire in equal measure.
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| 11:00
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COFFEE BREAK
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| 11:30
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SESSION III: FUTURE THREATS TO ASSET MANAGEMENT MARKETERS (Duncan Sparke, Divisional Director, Man Bites Dog; Courtney Waterman, Managing Director & Head of Global Institutional and EMEA Marketing, Goldman Sachs; Michel Van Oorschot, Head of EMEA Marketing, T. Rowe Price UK)
Is the asset management industry at risk of facing an extinction-level collapse? The current volatile state of the world is full of market pressures; the cost of living crisis, the backlash and decline of ESG messaging and turbulent global markets leave an unenviable position for marketers. At a time when many people’s priorities are focussed on how they will heat their homes or keep the lights on, how forgiving will customers be sacrificing their financial returns? Is there a balance to be struck, or are asset management marketers doomed to find themselves stuck between a rock and a hard place?
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| 12:15
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SESSION IV: CONSUMER DUTY (Ed Knight, Senior Consultant & Financial Services Sector Lead, Signal)
With new consumer duty legislation set to come into play next year, what are the new requirements that you must adhere to, is your business doing enough and how can you prepare for as smooth a transition as possible both for your company and your customers?
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| 13:00 | DEPARTURES |
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