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How banks can prepare for a future with AI

We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships.  Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.

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Banks AI Prepare

How do you get the attention of field consultants? What information and insights do they most value? How do you shift the relationship from gate keeper to advocate to support retention and cross-sales?

How can managers more effectively utilize data on asset owner demographics, consultant usage, persona types, and expected hiring to narrow the sales funnel and tailor marketing materials? How can CRM be used to empower sales professionals rather...

Market Overview on Digital Assets

Slide Deck
October 14, 2022

Blockchain, digital assets, tokenization - What is this all about? What factors make digital asset investing unique? What is the applicability to institutional asset owners and managers?

Welcome Address and Overview of Industry

Slide Deck
October 14, 2022

A state of the market update covering investor preferences & imperatives, as well as how asset managers can differentiate their value proposition.

Delivering on ESG

Slide Deck
October 14, 2022

How can managers differentiate their offerings and avoid falling into the greenwashing trap? And with sub-factors such as net zero and D&I gaining importance in their own right, how will these moving targets shape the portfolios of the future?

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