Digitalization Acceleration of the Client Experience in Alternative Investment Industry

Canada AIMA Events

The digitalization of client experience trend that was already in motion before last year’s acceleration catalyst. As firms enhance and expand their digital processes across departments, join us for this robust panel discussing the impact to client experience both internally and externally, including:

  • Client on-boarding, including e-subscription documentation
  • Valuation, distributions, reporting processes, ongoing documentation and delivery
  • Client relationship management
  • Client communications and marketing
  • Investor connectivity (account access portal, etc.) 

Speakers:

  • Lazar Radenovic, Director at Alpha FMC & Co-Founder, Obsidian Solutions
  • Caroline Cathcart, Head of Client Engagement, RPIA
  • Megan Flemming, Senior Director, Broadridge Financial Solutions

 

Moderator:

  • Christopher Pitts, Partner, Asset and Wealth Management Advisory Lead, PwC Canada