Brewin Dolphin, Cofunds, and SEI debate Asset Management in the Connected World | FC Business Intelligence

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An industry white paper has now been released featuring interviews with Brewin Dolphin, Cofunds, and SEI on how retail asset management can deliver improved results in the connected world.

An industry white paper has now been released featuring interviews with Brewin Dolphin, Cofunds, and SEI on how retail asset management can deliver improved results in the connected world.

Speaking exclusively to FC Business Intelligence, the interviewees Andy Coleman, Director of Distribution at Cofunds, Gareth Johnson, Head of Managed Investment Services at Brewin Dolphin and Brett Williams, UK Managing Director at SEI took a deeper look at the evolving role of digital in their industry.

The white paper explores how to bridge the gap on investment advice to comply with regulation and meet customer expectations, ways to retain customers and onboard new clients using effective communication across social media and other digital communication routes, and opportunities to enhance brand perception by building loyalty and trust through a ‘sense of self’ within the company.

“This white paper is a great tool to benchmark where the investment management industry currently is in the connected world spectrum and how far it can go,” explains Marsha Irving, Head of Financial Services at FC Business Intelligence.

The full white paper is now available to download,to access the complimentary document click here.

About FC Business Intelligence:

FC Business Intelligence has been around for over 20 years and provides news, reports and events services across 30+ industry verticals. Our Financial Services department already runs several major events in the Insurance and Banking space which both attracted which were extremely well received across the financial services sector.

Brittany Marshall | Head of Marketing, Financial Services Division | FC Business Intelligence
W: http://www.distribution-in-asset-management.com | T: +44 (0) 207 422 4369 | E: bmarshall(at)fc-bi(dot)com

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