What are you doing to enhance client experience?

1st January, 1970

What are you doing to enhance client experience?

Intense competition has driven many industries to new heights. Since the financial crisis, a decline in revenue over average assets (RoA) has troubled many regions across the globe. With regulators implementing legislations to enhance transparency, as well as the introduction of FinTechs, wealth management firms must re-think their strategy to maintain competitiveness.

Furthermore, buying behaviour is changing. Unlike past investors, the new generation of millennials are vastly connected via the internet. Such connectivity allows them to conduct their own research and read reviews before committing. Thus, with such changes, how are you ensuring the best service for your clients, and become client centric?

At this year’s Digital integration in Wealth Management conference, you will have the chance to hear industry experts from J.P. Morgan, Zurich and many more, on ways to enhance the client experience. Take a look at the sessions below:

Presentation: Leveraging the Voice of the Client and Design Thinking to improve client-centricity

·         Using client insight to create services from the client perspective

·         Understanding which digital capabilities are required based on client demands

·         Deciding on the digital capabilities needed to become client-centric

·         How to set up client insights to drive your business decisions and client offering

Hilda Tingle, Head of Digital Engagement, Digital Wealth Management, J.P. Morgan

Roundtable: How to become truly client centric?

·         What would a purely client centric service look like for your clients?

·         What are the internal challenges blocking client centricity and how can you overcome them?

·         What digital tools would help you achieve this?

Alistair Cuthbert, Head of Strategy Delivery, UK Wealth Management, Zurich

Don’t miss out on the latest industry trends, and the chance to network with leading wealth management professionals! Register for your place today with code: MK-ACWEB

Useful links:

·         Event Website: http://www.arena-international.com/wealthmanagement/

·         Event Programme: http://www.arena-international.com/uploads/2018/08/30/j/c/x/Wealth_Agenda_V1.pdf

·         Registration: http://www.spgmediadesign.com/test/arenareg/wealthmanagement2019/register.asp


Arena’s business-to-business events offer a myriad of opportunities for sponsors and exhibitors to drive their businesses forward.
Our sponsorship packages help companies educate ther target market on key industry issues and spread brand awareness throughout the

If you want to discuss how we can help you generate leads and add-value to your corporate and brand image please contact:

Paul Adams
+44 (0)20 7936 6948

Speaker opportunities

We identify and invite individuals we believe to be the best speakers in the market, if you think you can make a difference to the quality of our events please contact:

Chloe Roberts
E: Chloe.Roberts@arena-international.com
T: +44 (0)207 936 6822