Digital strategies for personalised, compliant, and growth-driven investor engagement
This webinar is targeting marketing and distribution operations personas from global asset management organisations faced with the challenge of scaling and digitising investor communications, while remaining compliant and adapting content for local markets and languages.
Participants will discover how to leverage cutting-edge digital innovations to revitalise their investor engagement strategies and create compelling, multiple-jurisdictional, and compliant client-facing materials. Led by industry experts from Product, Marketing, Distribution & Operations, the session will delve into actionable strategies to harness modern technologies for growth and efficiency while navigating the complexities of cross-border fund distribution.
- Showcase how digital innovation can enhance and personalise or even revolutionise investor communication;
- Discuss the latest tools and technologies that can scale client engagement and drive asset growth;
- Demonstrate how to maintain compliance with regulatory requirements across different jurisdictions while employing digital strategies;
and much more!
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| The panel | |
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Joerg Grossmann, Chief Product Officer, FE Fundinfo
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Michaela Collet Jackson, Head of Distribution, EMEA, Columbia Threadneedle Investments
Michaela Collet Jackson joined the company in 2021 as Head of Distribution for Europe, Middle East and Africa. She is responsible for our client business as well as driving our commercial growth across all products and client segments in EMEA. She is also jointly responsible for Marketing across the region. |
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Vincent Forestier, Head of Retail, Wholesale and Institutional Segments Marketing, AXA Investment Managers
Vincent is Head of retail, wholesale and institutional segments marketing at AXA Investment Managers. |
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Nicholas Pratt, Technology & Operations Editor, Funds Europe
Nik has been a financial journalist since 1999, starting as a reporter for Banking Technology and has written for Funds Europe since 2005. As technology and operations editor, Nik also edits the FundsTech report and is a presenter at FundsTech events. He has a master’s degree in Modern and Contemporary Writing and a degree in Philosophy and English Literature from the University of Sheffield. |
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Joerg Grossmann joined FE fundinfo in April 2024 as Chief Product Officer.
In this role, he steers the product vision to empower FE fundinfo’s clients to drive asset growth and efficiency, shape effective product and distribution strategies through market intelligence, and facilitate faster global market entry and growth.
Joerg brought with him more than two decades of experience across a broad range of senior leadership roles at major global financial institutions, tier one strategy consultancies and financial technology firms.