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Optimising Client Interactions
in the Financial Sector

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

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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!

Insights from speakers across Financial Services and Investor Relations


Isabel Green
Head of Investor Relations


Danilo McGarry
Head of Investor Relations
Alter Domus


Charlotte Lamb 
Demand Generation Director
BNY Mellon

Claire Jones-4

Claire Jones
International Economy News Editor 
Financial Times

Matt Ryan-3

Matt Ryan
Commercial Director 

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

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