How crisis-proof are your relationships? What role should innovation be playing?

How to use the current crisis as a springboard for innovation, even in a highly regulated industry

Are you currently experiencing unique customer challenges? Each crisis has the potential to unsettle the relationship we have with our clients, and this one is certainly not different. 

How could you think more creatively about the nature of your client relationships?

MASTERCLASS

Join us for our exciting Masterclass on maintaining client relationships in challenging times

Please join us for what is certain to be an intriguing, interactive Masterclass featuring Mr. Martin Reeves, a recognised 'outside the box' thinker and inspirational speaker. Mr. Reeves is Senior Partner and Managing Director in the New York office of BCG and Chairman of the BCG Henderson Institute, BCG’s think tank on business strategy.

 

Mr. Reeves will address questions such as:

  • Are you agile enough to anticipate changing client needs? Are you asking the right questions?

  • How can you use imagination to fuel innovation? 

  • What are the opportunities for innovation in a highly regulated industry?

  • How can you do all this whilst maintaining trust?

Who is the Masterclass for:
  • Client facing account managers and experts from investment service providers to pension funds
  • Pension fund and insurance company executives and non-executives involved in dealing with external customer relationships
Key benefits:
  • Understand ways to imagine changing client demands, using the COVID19 crisis as an opportunity
  • Break-out sessions with industry peers and experts to discuss your individual questions
  • Practical real-life case studies
  • You will come away with valuable insights to help you improve your client relationships

 

"Client retention fails the moment innovation has stopped"

July 2

2020

INSPIRING MASTERCLASS

How crisis-proof are your client relationships? Can you retain clients without innovation?

Interactive Zoom session

A special opportunity to join our one-hour online session designed to help you retain clients during a period of crisis.

Featuring a world-renowned keynote speaker, break-out groups, practical advice, coaching and strategic direction.

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Why this masterclass?

Get valuable insights from the experts

our independent specialists in investment governance and client servicing have long-standing leadership and operational experience in the asset management, pensions and insurance industries.  They have significant experience of working with clients and a deep understanding of how to deal with changing client demands

This webinar will help you gain insights into your clients' changing needs, and how to make sure your organisation is agile enough to be able to respond appropriately in uncertain circumstances.

 

We also offer a suite of tools & consulting services to help you retain clients and improve client satisfaction.

Enhance your customer satisfaction rates and improve client retention through our data, tools and consulting services 

 

A unique opportunity to learn from world-renowned experts

 

Martin Reeves

Chairman, BCG Henderson Institute and Senior Partner and Managing Director, Boston Consulting Group

                                                                            Martin Reeves is a Senior Partner and Managing Director in the New York office of BCG and Chairman of the BCG Henderson Institute, BCG’s think tank on business strategy.

Mr Reeves holds a triple first class MA degree in natural sciences from Cambridge University and an MBA from Cranfield School of Management.

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Paul Boerboom

Founding Partner, Avida International

 

                                                                            Paul Boerboom specialises in advising on client retention strategies for investment service providers and supplier management for institutional investors.                                               

He is a lecturer at Nyenrode business school on crisis management and is writing an ebook on client retention in crisis environments.

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Connect with Paul

Client retention masterclass

Agenda

15.00 to 16.00 (London)

16.00 to 17.00 (Continental Europe)

 

15:00

Opening

Welcome

Paul Boerboom, Avida International

15:10

Keynote speaker

How crisis-proof are your client relationships?

Martin Reeves

15:30

Breakout sessions

Small group discussions

Pre-reading will be sent ahead of the event

15:45

Case study & summary

Discussion of breakout sessions, case study and summary

Paul Boerboom, Avida International

July 2nd 2020

How crisis-proof are your relationships? What role should innovation be playing?

Interactive Masterclass

Register now

An amazing opportunity to learn from a world-renowned keynote speaker, breakout sessions, practical advice, coaching and strategic direction.