WATCH 🎬: How Can Technology Help You Connect With Your Investors, Whoever They Are, Wherever They Are? Watch now to discover the importance of connecting with retail shareholders, the challenges that companies face organising successful retail investor events and the benefits of getting this right. Discover how our new EQ Connect platform can meet this challenge and support clients with retail investor engagement. Host: Steve Harris, Managing Director Advisory, EQ Speakers: Isabel Richardson, Director - Head of Investor Relations, EQ Anne-Marie Clarke, ACG, Director - Head of Corporate Governance, EQ Guy Brodie, Head of Product Governance and Control, EQ Luke Findlay, Client Support Manager, EQ View Here: https://lnkd.in/ejwgEgck
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Investment Markets Professional and Trusted Advisor Building Long-term Client Relationships | Consultative Seller | Revenue Grower | Target Achiever | Business Development | Equity Research | Client Relationship Manager
In today's digital age, investors demand real-time information and seamless online self-service. Learn how SS&C Digtial360 delivers a personalized and intuitive digital experience for Australian clients that enhances investor engagement, strengthens your brand and simplifies connectivity. Download the brochure to learn more: https://ow.ly/suAP30sGPZ0
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Elevating your AGM experience is more important than ever, and part of that means using digital solutions to increase accessibility and shareholder engagement. Ben Riley recently hosted a webinar, Mastering the Art of Digitally Enabled AGMs, exploring how you can improve your AGM experience both for your company, and your shareholders. https://lnkd.in/e5tBe9qx
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If you are trying to find the perfect balance between being a modern, innovative firm and having meaningful human interaction with your clients, Our VP of Technology, Brian Carter, offers practical strategies to follow in his midyear outlook for WealthManagement.com. At the heart of it is leaning on technology to strengthen client relationships while prioritizing empathy and human connection, a role that a machine could never replace. https://lnkd.in/eeSaAwzH
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Champion for Financial Advisors| Evolving FinTech thru Passionate, Authentic Leadership| Mom of 3
You won’t want to miss this. If you’re a #financialadvisor who needs to understand the overwhelming #independent options, join this webinar ⬇️ 3 completely different business models. 3 incredible leaders. Register today!!! RFG Advisory Shannon Spotswood Bob Oros Rohit Mahna April Rudin Ashten Legg, MBA Bill Christie, CIMA®
Wanted to share this upcoming webinar, “Is it time to redefine ‘going independent’?”, which focuses on the proliferation of RIA business models and what advisors should consider before making a move. With advisors experiencing more flexibility and choice than ever before, you won’t want to miss this WealthManagement.com session moderated by Fidelity’s Rick Folk featuring Bob Oros of Hightower Advisors, Shannon Spotswood of RFG Advisory and Jeffrey Dekko of Wealth Enhancement group. Register for your spot here: https://lnkd.in/ejvzyU2n
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🎯 Position Your Brand: Discover where you stand with Crossflow's Payment Quadrant (CPQ), benchmarking your performance against UK payment practices. 🚀 Unlock Financial Resilience with Crossflow - The Working Capital Marketplace! Late payments have a significant ripple effect beyond just the financial health of a company, but also the innovation and growth opportunities in your #supplychain. 🤝 A Win-Win Solution: Empower your business to fortify supplier relationships, optimize #cashflow, and enhance profits with Crossflow. Guarantee timely payments, foster stability, and support growth and #ESG initiatives for #suppliers. #cfo #ceo #ai #workingcapitalmanagement https://rb.gy/8dex22
Home - The Working Capital Marketplace | Homepage
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At a recent executive roundtable at Geneva's Hotel Metropole, Swiss wealth management leaders emphasized that while technology and data are essential, the true differentiator remains the human touch—trust, empathy, and personalized advice. They also underscored Switzerland's unwavering commitment to data sovereignty, insisting that client data be hosted within Swiss borders to uphold the nation's longstanding reputation for discretion and trust in financial services. Thank you Nicolas Huras for your help.
What’s next for wealth management? Shifting client expectations, technology advancements, and regulatory changes are reshaping the industry. Discover how wealth managers can adapt to thrive in a client-first, tech-driven landscape. Explore strategies for innovation and future-proofing your business. Read full blog here: https://lnkd.in/eetGKeD3
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When launching a new digital platform to existing customers, have you ever heard them ask, "where's my stuff?" Jim Tessmer shares how BBH tackled this heads on and more in this 2 part episode of the Expert Series. View part 2 of the conversation at: https://lnkd.in/eEDFGGAS BBH Market Insights NovusNorth #ProductStrategy #FinancialServices #BankingAndFinTech #DigitalProduct #InvestorServices #BackOfficeOperations
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Ready to unlock the secrets of smarter scheduling? Join us in this episode of Cash Flow Boost with Gaurav Khandelwal as we dive into innovative strategies for reducing holding costs. Discover how three-way scheduling can transform your workflow and enhance your financial performance. Tune in now for actionable insights that can lead to better cash flow and operational efficiency. https://lnkd.in/e8EBY3Eu #TheLogisticsofLogistics #mediaproperty #innovation #technology #trends #futureoffreight
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Enterprise Cloud Sales | FinTech | CRM | Martech | KYC | AML | Ex-Salesforce, Thomson Reuters, IDG & Part-Time Golf Writer
Please join FENERGO for an upcoming Webinar... In an ever-evolving financial market, delivering an unparalleled investor experience and managing client expectations is crucial. Join the upcoming webinar, "Empowering the Investor: Leveraging Technology to Enhance Client and Investor Experiences,", on May 30th in collaboration with Funds Europe to explore how firms can strike this balance through digital transformation and pave the way for a more efficient and compliant future. Throughout this session, industry experts will explore the multifaceted challenges faced by asset servicing firms. Register Now: https://lnkd.in/enqkWw7M
Welcome! You are invited to join a webinar: Leveraging Technology to Enhance Client & Investor Experiences. After registering, you will receive a confirmation email about joining the webinar.
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