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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

Coverage During Convergence

Slide Deck
November 14, 2017 By: Mark Buckley

This panel presentation examined the needs and preferences of investment consultants and distribution platforms as well as the strategies that asset managers are pursuing to take advantage of this changing industry dynamic.

Catching the ESG Wave

Slide Deck
November 14, 2017 By: Christopher Dunn

This panel presentation examined the ESG trend, manager approaches, best practices, and seek to establish the likely pace of adoption in the years ahead.

Growth Through Adversity: There’s No ‘I’ In Team!

Slide Deck
November 14, 2017 By: Davis Walmsley

This year's Competitive Challenges Conference examined all of the opportunities in the asset management industry, providing actionable ideas for firms to chart a path for growth through a challenging environment.

Marketing as a New Competitive Advantage

Slide Deck
November 14, 2017

This panel examined the marketing strategies that asset managers are deploying in the institutional market, ranging from client journey mapping to persona segmentation to leveraging big data.

This report provides detailed information from institutional investors in Japan on managers used and products most in demand across equities, fixed income, alternatives, and specialty investments segmented by geography, type of investor and size of...

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