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Advisor briefing: New options to elevate digital Client Communications
On demand webinar
Speakers
Andrew Lee,
Value Advisory Principal, SimCorp
Sarah Prior,
GTM Strategy Principal, SimCorp
Dean McIntyre,
Director, Strategy, SimCorp
Francesco Maffei,
Global Advisor Partnerships Lead, SimCorp
Clients still doing manual client reporting? Learn new digital options
If it’s been a while since you considered Client Communications, this is your chance to get up to speed.
During this special advisor session, our specialists will walk you through today’s options, including cloud-native client portals and automated, client-ready reporting.
You’ll hear about the industry trends driving these developments and get a closer look at our award-winning solutions.
AGENDA
- Welcome and what to expect
Francesco Maffei, Global Advisor Partnerships Lead, SimCorp - SimCorp solution overview
Dean McIntyre, Director, Strategy, SimCorp - Industry trends and client success stories
Sarah Prior, GTM Strategy Principal, SimCorp - Automated client reporting and digital engagement options
Andrew Lee, Value Advisory Principal, SimCorp - Solution roadmap
Sarah Prior, GTM Strategy Principal, SimCorp - Next steps
Francesco Maffei, Global Advisor Partnerships Lead, SimCorp
Watch recording