Savvy Investor is pleased to announce that we will be exhibiting at the upcoming Digital Client Engagement Summit, hosted by WBR Events.
This event is a must-attend for leading Investment Managers wanting to expand their knowledge on how to connect with their Institutional Clients.
The summit will take place on the 10th-11th September at The Waldorf Hilton Hotel in London, drawing in over 120 buy-side delegates. The attendees will include Heads of Client Relations, Marketing, Client Services, Digital and Innovation from the top Asset Management firms.
There are over 50 expert speakers from the investment management industry lined up to share their practical insights including: James Whiteman (Head of Client Communications and Content, Aviva Investors), Christophe de Gabory (Head of Institutional Digital Marketing, Amundi) and Neil Fatharly (Head of Insight & Product Marketing, T. Rowe Price).
The morning of Day One will have 2 main focuses – ‘Becoming the digital asset manager of the future’ and ‘Kick-starting your digital projects’. These topics will be broken down into multiple talks, panels and interviews on issues such as digital client engagement tools, necessary skill sets for a digitally advanced market, human touch in a digital environment, regulation and compliance, AI and much more. The afternoon will then split into Track A designed for Client Services and Digital attendees, and Track B designed for Marketing and Digital attendees. There will also be Synergy Workshops, limited to 30 delegates per workshop. The end of Day One will then round up all in attendance for the final few talks and debates on ‘Igniting your data strategy’, followed by an informal networking reception including a pub quiz and games.
The morning of Day Two will cover ‘Building your CRM single client view’, ‘Creating end-to-end client journeys’ and ‘Breaking down silos and shifting mindsets’. These topics will include case studies, panels and debates on the likes of modernising your marketing, increasing customer satisfaction and creating an action plan for 2020. Similar to Day One, the summit will then split into Track A, Track B and this time, a Creative Boardroom limited to 12 attendees.
We’re looking forward to meeting you there!