Topics
- Building a trusted brand: focusing on the client
- FCA and EU initiatives
- Understanding the expectations of trustees - investor`s view
- Optimal client communications
- Achieving business benefit from increased transparency
- Charting the road to best practice
- How can client reporting, marketing and relationship management teams work more effectively together?
- Serving a global client base
- Overcoming the data management challenges
- Communicating through advisors
- Building better client relationships
- Serving the tech-savvy investor
- Meeting the needs of individual clients
Who should Attend
Senior relationship management, marketing, reporting, performance, business development and operations specialists from institutional spaces and retail of private banking and fund management.
