Our agenda will be led by a panel of experts from across Davies focusing on some topical distribution challenges:
• How are you sourcing data for Client Engagement & Service Delivery, and who is responsible?
• How are you handling ESG in your client reports, RFPs and factsheets?
• Are you maximising data insights and success metrics?
• Are your clients’ getting the best Onboarding experience?
• Are you considering your overall Client Experience (CX) in the context of consumer duty?