ON DEMAND WEBINAR
Duration: 1 hour​

Join us for an engaging fireside chat with industry leaders Alistair Jessiman and Conor McDonough as they explore the evolving landscape of the client experience in financial services. Gain valuable insights into the future of social media influence, the importance of localization, the transformative impact of AI, and much more. Discover actionable strategies and innovative solutions to optimize your firm’s client engagement and drive sustainable growth.

Key Takeaways

• Staying on Top: Explore strategies for top banks, asset management, and wealth management firms to maintain their leadership positions in a rapidly changing industry.
• The Power of Localization: Learn why localization is crucial for financial firms and how targeting local markets can enhance your social media strategy and market presence.
• Technological Shifts: Identify the biggest technological shifts expected in the next five years and how firms can adapt their tech stack to stay ahead.

SPEAKERS

Alistair Jessiman
CEO
Institutional Investment Management
 

Conor McDonough
​Regional Vice President, Global Sales - Financial Services
SOCi