---
title: "Webinar: Optimising Client Interactions in the Financial Sector"
description: Discover the latest insights in client interactions in the Financial Sector with this exclusive webinar. Learn how to optimize client outcomes by leveraging virtual and in-person meetings.  Register now!
image: https://info.wearetotem.io/hubfs/Screenshot%202024-01-10%20at%2010.51.05.png
---

[Skip to content](https://info.wearetotem.io/optimising-client-interactions-in-the-financial-sector#main-content)

![FT Live logo](https://info.wearetotem.io/hs-fs/hubfs/FT%20Live%20logo.webp?width=150&height=79&name=FT%20Live%20logo.webp "FT Live logo")

WEBINAR

Optimising Client Interactions in the Financial Sector

Leveraging the advantages of virtual and in-person meetings for better client outcomes

[WATCH NOW](https://info.wearetotem.io/optimising-client-interactions-in-the-financial-sector#Register-Here)

## Something Powerful

### Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

- Bullets are great
- For spelling out benefits and
- Turning visitors into leads.

Discover the latest insights in client interactions in the Financial Sector with this exclusive webinar in partnership with the Financial Times.

Explore the current landscape of client engagement, uncover whether in-person interactions have regained their prominence, and learn how to seamlessly integrate the best of both worlds into virtual meetings. Hear how leading brands are taking a strategic approach to ensure their brand perception and experience quality remain uncompromised.

 

Here's a quick view of what you can expect.

*\*This is just a taste – access the full webinar for the complete experience!*

[WATCH THE FULL WEBINAR NOW](https://info.wearetotem.io/optimising-client-interactions-in-the-financial-sector#Register-Here)

## Insights from speakers across Financial Services and Investor Relations

 

![Isabel-2](https://info.wearetotem.io/hs-fs/hubfs/Isabel-2.png?width=300&height=180&name=Isabel-2.png "Isabel-2")

Isabel Green  
Head of Investor Relations  
Rolls-Royce

![Danilo-1](https://info.wearetotem.io/hs-fs/hubfs/Danilo-1.png?width=300&height=180&name=Danilo-1.png "Danilo-1")

Danilo McGarry  
Head of Investor Relations  
Alter Domus

![Charlotte-3](https://info.wearetotem.io/hs-fs/hubfs/Charlotte-3.png?width=300&height=180&name=Charlotte-3.png "Charlotte-3")

Charlotte Lamb   
Demand Generation Director  
BNY Mellon

![Claire Jones-4](https://info.wearetotem.io/hs-fs/hubfs/Claire%20Jones-4.png?width=300&height=180&name=Claire%20Jones-4.png "Claire Jones-4")

Claire Jones  
International Economy News Editor   
Financial Times

![Matt Ryan-3](https://info.wearetotem.io/hs-fs/hubfs/Matt%20Ryan-3.png?width=300&height=185&name=Matt%20Ryan-3.png "Matt Ryan-3")

Matt Ryan  
Commercial Director   
Totem

---

## Balancing Digital and In-person Interactions 

How can firms find the right balance between digital and in-person interactions without compromising on the ability to close a deal or lose out to competitors who are willing to travel to meet clients?

## Digital Hospitality 

What is digital hospitality and how is this being driven by expectations for hyper personalisation? What kind of data can be harnessed from digital interactions and could this be used to leverage better outcomes with clients? 

## In-person Working Policies 

Will the Financial Services sector hold its ground with in-person working policies when the market becomes more competitive and other sectors are offering hybrid policies as standard?

## Click below to access the full webinar recording

Investor meetings | AGMs | Financial updates | Events | Webinars | Videos | Podcasts

## Content experiences that directly impact your business

[![Indigo copy](https://info.wearetotem.io/hs-fs/hubfs/Indigo%20copy.png?width=250&height=131&name=Indigo%20copy.png "Indigo copy")](https://www.wearetotem.io)

[hello@wearetotem.io](mailto:hello@wearetotem.io) 

Electric Works  
Hornsey Street  
London  
N7 8EG 

Copyright © 2026, Totem