How Asset Managers Can Drive 1:1 Personalization

Presented by

David Cowan, Managing Director, The Financial Services Forum

About this talk

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.

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