March 17 - 19, 2020
Tampa Marriott Water Street
InvestOps DAY ONE - 18 MARCH 2020
Wednesday, March 18th, 2020
12:40 PM Lunch Masterclass: Improving the client experience efficiently and cost-effectively - How to deliver “Mass customization” at scale in a digital world
- How has the operational landscape for the client reporting function changed in recent years?
- What are the shortcomings of technologies and operational processes currently deployed to deliver customization to clients?
- How can you reduce internal operational friction created by requests for timely, highly customized reporting and information for clients?
- What digital technologies are available, which can enable the cost-efficient servicing of clients, and improve the overall client experience?