Communication trends shaping the wealth management client experience from onboarding to client reporting

Sponsored by: Smart Communications

Focused on:

  • Banking
  • Wealth Management

Date: 24 June

Days to go: 11

Time: 2PM London/3PM CET

Client experience is paramount in wealth management, yet many companies struggle to implement a meaningful communications strategy, and tailoring a personalised experience for each client can be a daunting task. This webinar will explore how evolving from communications to two-way conversations can improve the client experience, remove friction throughout the client journey, and promote deeper engagement. You will:

• Explore how channel preferences are changing and how to structure communications to cater to the wide range of client preferences
• Rethink wealth management communications as part of a broader two-way conversation with clients
• Identify and remove friction across the client experience and balance personalisation and scale in the digital age
• Learn how client reporting has evolved towards more digital, dynamic and interactive interactions

Presented by

Neal Keene,

Field Chief Technology Officer

Neal is the field CTO at Smart Communications, focused on helping organizations reimagine and transform their customer experience. Neal has more than 25 years of experience helping businesses – especially those in insurance and financial services – to modernize their customer communication and business process tools to take advantage of digital innovation. Having worked with a range of clients, from small businesses to large enterprises, Neal has deep experience in strategic product planning, business development, industry solutions and analyst relations.

Key Learning Objectives

  • How to structure communications based on customer preferences
  • How cloud enables your organisation to provide two-way, ultra-personalised customer conversations
  • How to evolve client reporting towards a more interactive and digital experience


  • Head of customer onboarding
  • Head of IT enterprise
  • Head of Operations
  • Head of Portfolio
  • Head of Change
  • Head of Innovation
  • Head of Digital Transformation
  • COO