The asset management industry is being assailed from all sides by a new generation of digital startups and service providers, each one promising your institutional and private wealth clients better service, lower fees and less friction.
However, the standard has been set by consumer brands like Netflix and Amazon whose responsive experiences predict customer intent and deliver relevance in every interaction. Financial services leaders need to understand this shift in client expectation, and drive initiatives that deliver personalized and predictive digital experiences.
We'll be joined by Andrew Flook, Head of Asset Management Practice at customer journey and personlization experts Episerver, for a deep-dive into how Asset Managers can harness data insight to engage and connect with their clients using 1:1 personalization.
Andrew Flook, Head of Asset Management Practice, Idio (an Episerver company)