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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

Enhancing the Client Experience

Competitive Dynamics
October 31, 2023

Examine institutional investors’ needs and preferences in each stage of the client journey, from sales and onboarding to client servicing and relationship reviews.

Investment Consultants role as a key intermediary to over 85% of asset owners in the U.S. and U.K. has led to manager research teams being inundated with requests to initiate coverage on new strategies, in addition to remaining current on existing...

Welcome Address and Overview of the Industry

Slide Deck
October 26, 2023

A state of the market update covering investor preferences & imperatives, as well as how asset managers can remain agile in challenging markets and offer a differentiated value proposition.

Marketing + Sales

Slide Deck
October 26, 2023

Explore how sales and marketing collaboration via shared responsibilities, focus on developing strategic partnerships, and elevation of targeted thought leadership initiatives can be optimized to increase efficiencies and win rates.

Interest rates at a 15-year high and the mini bank crisis of March 2023 have been a double whammy for small and midsize corporate borrowers, making it expensive and sometimes impossible for them to get the funding they need to expand or survive.

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