Very happy to join the Digital Client Engagement Forum in September and take part in the panel on Wednesday, Sep 13.

I will discuss the topic “How can you transition from a sales-driven marketing effort to better synchronize your client touchpoints and offer a more connected customer experience?” together with Gillian Hepburn, Head of Intermediary Solutions, UK, Schroders and Elaina Gallagher, Manager EMEA Channel Marketing, Dimensional Fund Advisors.

You can view the full agenda and find out how to get involved at: https://lnkd.in/dS7W6fR7.