18
Jun
2020

Operational Resilience: Maintaining client service and engagement

11:00

18june

The cross-sector impact of COVID19 on institutional investor liquidity and market confidence across Retail clients has prompted a significant increase in client engagement with their asset managers, translating into an uplift in daily queries and requests for information as they evaluate their investment portfolio. As both clients and managers have put in place remote working measures for their employees and initiated business continuity plans in response to the crisis, the focus is now shifting to medium to long-term plans, looking at creating efficiencies, enhanced working environments and optimising client interactions. The emphasis placed on technology enabled change is growing, and investment in areas such as robust enterprise wide workflow solutions intelligent automation and collaboration platforms is expected to accelerate.

This webinar will provide market insights and practical advice on how to manage client engagement through the crisis and beyond. With a specific focus on how to leverage technology effectively including:

  • Optimising remote working to best serve clients
  • 3 rules for addressing increased client engagement
  • How to use technology to manage human resources effectively

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