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 being assailed from all sides by a new generation of digital startups and service providers – all of whom are promising retail & institutional investors better service, lower fees and less friction.
Your existing clients and prospective investors expect the firms they invest with to deliver a simple, joined-up online customer experience at all times. To meet this expectation, your digital presence needs to feel modern and responsive, have content that’s relevant and personalized, and make the transaction process straightforward and reassuring.
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.