Day 1: Oct 1, 2024
2:15 pm
SPOTLIGHT SESSION: INVESTMENT MANAGEMENT AS FUDICIARY TO CLIENTS
TRACK 1: STRATEGIC CX
How the Investment Industry has Transformed
Facilitate financial independence for individuals, ensuring better customer experiences, building stronger relationships, and establishing trust between your brand and your customers. Take back to your office strategies to:
- Understand your clients’ investment objectives.
- Establish the best risk-adjusted returns for your clients.
- Support your work through research, data, and analytics.
Impact long-term financial well-being by maintaining deep-rooted value for your clients.
Day 2: Oct 2, 2024
