William Karkar

- Are we investing enough in AI and other emerging technologies?   

- Are we meeting the current and future needs of our clients?   

- Are we using the right in-house or outsourced operating model?  

Client portals: With 85% of firms providing or planning to implement portals, we’ll discuss how intuitive, customisable platforms enhance client satisfaction and enable self-service capabilities.  

The client experience advantage: As client satisfaction becomes a key differentiator, discover why outsourcing is on the rise and how it enables scalability while meeting evolving reporting needs.  

The resource challenge: Considerations when upskilling marketing teams for data-driven and digital-first strategies.