Digital Fund series: Customer experience

Nowhere are commercial relationships more important than in the asset management industry. Whether directly with clients, or through intermediaries, the trust based relationship that exists between investor and fund manager is critical to commercial success.

With shifting client needs, ever increasing regulatory scrutiny, disruptive technologies, and a blurring of the lines between manufacturer and distributor, there is a palpable shift as the focus moves from sales and the mechanics of investment excellence to how the whole customer experience is delivered and perceived.