The impact of digitalisation on the Adviser : Client relationship

In this IIL Financial Services lecture Clive Grinyer discussed what clients expect as their 'digital experience' for Investment and Pension products. Clive concluded with his thoughts on how the digital revolution will impact on the 'Adviser:Client' relationship by 2020.

The digitalisation of customer engagement is a timely reminder that change is constant! As the Adviser landscape continues to evolve, conventional face-to-face relations are being challenged by mobile and online communications. This lecture will consider what lessons can be learned, and what do these lessons tell us about emerging threats and opportunities.

Particularly for Wealth Managers and Private Bankers, what advantages exist from digitalisation, with the aim of gaining the critical 'competitive edge'? As the pace of digitalisation accelerates, business plans require shorter time-scales. Therefore, with 2020 on the horizon, it is vital to consider how this technology will impact on Adviser : Client relationships.

By the end of this lecture members would have gained an insight into:

• Lessons learned from delivering digital product propositions to clients
• Expectations of the future digital experience for Investment & Pension clients
• How these will impact on the Adviser : Client relationship by 2020

Speaker Bio:
Clive is Customer Experience Director at Barclays Bank plc. He has designed investment products across the bank. More recently, he has moved into the design of services to match defined target market segments for Investments & Pensions.

Chair:
Eddie Grant FPFS, Chartered Financial Planner / Division Director, Technical Connection.

CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
For events held in The Old Library, Lloyd's pass holders may also attend and do not need to register
Original Photo ID (Driving Licence, Passport, Work ID with company logo and full name) is required to gain entry to all venues

Conditions:

• Email confirmations and original photo ID must be produced to security staff at the lecture venue
• Attendance confirmations are non-transferable to any other person or lecture
• All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission

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Contact:
Please contact Patricia Pedraza (07463 028327) with any queries regarding the CPD events programme.

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