How to achieve MiFID II compliance and customer relevance | Webinar

Webinar recording:

The Future of Asset Management

How to achieve MiFID II compliance and customer relevance

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Presentations by:

Barney_Haywood

Barney Haywood
VP, European Salesforce Practice Lead
at LiquidHub

Jonny Rose

Jonny Rose
Head of Content at Idio

In 35 minutes you will learn:

 

1

THE practical steps needed to build a robust MiFID II compliant programme and culture

2

HOW to set up your Salesforce dashboards for improved client onboarding and reporting

3

WHAT technologies leading asset managers use for client insight and predictive intelligence

Today’s asset management clients expect you to treat them consistently across all digital channels and present them with offers that are welcome, relevant and personalized. If that wasn’t difficult enough, the compliance deadline for MiFID II is only six months away.

Asset managers need to simultaneously make sure they meet the obligations of the regulation and continue innovating to compete against new competitors and meet client expectations and needs.

In this webinar, Barney Haywood, VP Salesforce Practice Lead at LiquidHub and Jonny Rose, Head of Content at Idio, will draw upon recent client examples and best practices to show how high-performing asset managers are using Salesforce to become MiFID II compliant and identify sales opportunities and personalize communications.

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  • One of the better webinars I have attended recently. I appreciate how practical and actionable the information was.

    Previous webinar attendee
  • Thank you and please invite to future webinars!

    eCommerce AnalystNewton Investment Management
  • Great learning session. Thank you very much. Well done!

    Production ManagerFannie Mae
  • Great presentation materials and presenters.

    Previous webinar attendeeCallidusCloud
  • Extremely informative and food for thought

    Previous webinar attendeeSeven Investment Management LLP (7IM)
  • Thank you very much. Very good and interesting presentation.

    BDRInfor

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