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WEBINAR


MAPPING THE ‘MOMENTS THAT MATTER’ – FOR INVESTORS

4 NOVEMBER 2021 – 2PM GMT  /  3PM CET  /  10AM EDT

Duration: 1 hour

Research from global management consultancy McKinsey & Co concluded  “brands
that improve customer experience can increase revenue by 10% – 15% and lower
costs by 15% – 25%”.

This is an impactful message,  and for all businesses – from start-ups to large
corporates – it is not to be ignored.

Register to receive an access link to the replay or read and watch a summary of
the webinar here.

4 November 2021
2pm GMT  /  3pm CET  /  10am EDT

Duration: 1 hour

A FIRESIDE CHAT WITH 5 KEY INDUSTRY LEADERS 

Linkedin

NATALINE TERRY

Head of EMEA Marketing, 
T. Rowe Price

Nataline Terry is the Head of EMEA Marketing at T.  Rowe Price.  Nataline is
responsible for marketing planning through to development and implementation of
marketing communications including brand management for EMEA,  product
campaigns,  segment initiatives,  market research,  events,  PR,  local
content,  digital execution and social across the region.

Nataline holds a BSC in Banking & Finance from both Loughborough and also UMIST
Universities and is a member of the Institute of Financial Services.

Linkedin

ANDREW SUMMERS

Head of Collectives and Fund Research,  Investec Wealth & Investment

Andrew Summers is Head of Collectives and Fund Research at Investec Wealth &
Investment.  He is responsible for the team that assesses and monitoring the
£20bn of investments IW&I makes on behalf of its clients across all asset
classes,  including alternatives.  Prior to joining Investec,  Andrew was an
Executive Director at Goldman Sachs Asset Management responsible for its
offshore fund product development team.  Andrew has a First Class degree in PPE
from Oxford University. He is a CFA Charterholder.

Linkedin

JOSEPH PINTO

CEO,  NIM International and Head of Distribution of NIM

Joseph Pinto began his career in 1992 with Crédit Lyonnais,  working in the
securitization business in New York before moving to Lehman Brothers in London
in the Corporate Finance division.  From 1998 to 2001,  Joseph was Project
Manager at McKinsey & Cie in Paris.  From 2001 to 2006, he was Deputy CEO and
member of the Board of Directors of Banque Privée Fideuram Wargny.  He joined
AXA IM in January 2007 as Head of Business Development for France,  South Europe
and Middle East.  He then took the leadership of the Markets and Investment
Strategy department in 2011 and became Chief Operating Officer in 2014,  also
serving as a member of AXA IM’s Management Board. Joseph joined Natixis
Investment Managers in 2019 as Chief Operating Officer.


Linkedin

Moderated by

HAZEL PITCHERS

Founder & Director,  Merakiting

Hazel Pitchers is the founder of Merakiting,  a customer-focused marketing
strategy consultancy which helps companies solve problems,  find opportunities
and future-proof their business strategies.  Former Global Head of Marketing at
AXA Investment Managers,  Hazel has over 20 years’  experience working in
marketing and communications for a range of small,  mid and large-cap companies.


Linkedin

Facilitated by

NEIL THORNBURN

Head of Customer Solutions & Strategy,  Kurtosys

Neil Thornburn is an experienced industry leader with a career spanning 22 years
across digital and marketing.

Neil has extensive knowledge of digital strategy and transformation with
particular focus on the Asset and Wealth management sector.  Neil previously
served as Head of EMEA digital at J.P. Morgan Asset Management and more recently
supported Lombard Odier with their digital journey.



The webinar debates the ‘moments that really matter’ for clients of asset
managers and helps asset and wealth management firms understand more about how
to create a seamless and holistic online and offline customer experience and the
opportunities and challenges which come with aiming to be best in class.

Undoubtedly technology and software systems which can help deliver on this will
become more and more important to a company’s budgetary investment and
distribution/marketing and technology teams focus.

How to show up and be there when it matters most – a challenge and some big
opportunities.



WATCH THE REPLAY




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Sales

 * Fund Buyer Portals
 * Enablement Hubs
 * Presentations
 * Commentaries
 * Factsheets
 * Fund Comparison Tools
 * Portfolio Construction

Marketing

 * Websites
 * Fund Centers
 * Digital Product Pages
 * UCITS Microsites
 * Content Localization

Client Services

 * Client Reporting Portals
 * Client Reports
 * ESG Reporting

Platform

 * DXM
 * Documents
 * Data
 * Studio
 * Communities

LATEST INSIGHT

Denouvre de Beer joins Kurtosys as Head of Client Service Delivery

May 6, 2022


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