Thank you for joining us at the Client Reporting & Communications Forum (CRC) 2018! Please find speaker presentations below, from those that had permission to share:
KEYNOTE

Customer Service & Why It Matters

CRC - Customer Service & Why it Matters

Jo Causon, Chief Executive Officer, The Institute of Customer Service

DAY 1

Reporting of Investment Performance

CRC Reporting of Investment Performance

Iain McAra, Director, CFA Institute

DAY 2

A Strategy to Implement Customised Client Reporting

CRC A Strategy to Implement Customised Reporting

Alain Panariello, Client Reporting Management, Wealth Management, BNP Paribas

Note: To receive presentation slides for ‘With Seismic Shifts in Investment Management Here to Stay – Creating Value from Your Communications Programmes & Teams is Vital; Here’s How’, presented by Tony Burke, Head of Marketing & Investor Relations, Helford Capital Partners, please send us your request by email to events@osneymedia.com

 

Don’t forget to keep your eyes peeled for the Client Reporting & Communications Forum (CRC) Post-Event eBook coming soon!