Why asset managers are so focussed on Personalization & AI in 2019
Which tools and platforms asset managers are using to deliver 1:1 experiences
How asset managers are integrating AI into their Sales & Marketing workflows
The asset management industry is under siege.
A new generation of digital startups and service providers are tempting away investors with promises of better service, lower fees, and less friction.
Your client-base and prospective investors expect a simple, joined-up online customer experience at all times – the sort of experience being offered by these new, nimble fintech disruptors.
Meeting this expectation means creating a digital presence that feels modern and responsive.
And it means making the transaction process as straightforward and reassuring as possible.
Harnessing AI to improve your online experience
In this webinar, Fernando Cho (Director, Asset Management Practice at Idio) and Jonny Rose (Head of Content, Idio) will show how client brands such as AllianceBernstein, Columbia Threadneedle, Oppenheimer, The Hartford and Wellington Management are using AI to improve every aspect of the client experience from acquisition to conversion to retention.
By the end of the webinar, you’ll be in a stronger position to see how your brand compares to the leading investment management firms and be armed with actionable new ideas as to how you can rapidly and affordably improve your online experience.