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Event Date Wed May 11 UTC (over 1 year ago)
In your timezone (EST): Tue May 10 8:00pm - Tue May 10 8:00pm
Location Webinar
Region All

Create a practical guide to help your firm create an optimal client journey that will become a competitive advantage.

ESG factors are not only changing the investment process but are spurring asset managers to improve the overall client experience.

The challenges of integrating ESG data and analysis into client communication have underscored the need for firms to rethink their client reporting and digital communications, and to improve the client experience in the process.

Getting this wrong could cause clients to look elsewhere, could damage a firm’s reputation, and could lead to shrinking AUMs.

In fact, financial services firms are under pressure to anticipate their clients’ ESG needs and formulate client experience strategies that are more proactive than reactive.

The good news is getting this right means unpacking some of the complexities of ESG data sourcing consistency.

This webinar will discuss:
• What are the signs that a firm needs to improve its client experience?
• What are some of the ESG pitfalls in client communication that firms need to avoid?
• Why are firms looking at digital communications to address their ESG reporting needs?
• What technologies are essential for digital interactions?
• What are the first steps that a firm can take to create a more proactive client experience?
• What are some of the metrics to look out for to measure improved client experience?


2022 Speakers

Laura Thaxter
Managing Director, Global Head of Client Services, HarbourVest

Gert Raeves
Founder and Lead Research Director, Adox Research

Sarah Prior
Go-To-Market Strategy Principal, SimCorp

Sponsors & Partners

2022 Sponsors

• SimCorp