The future of marketing and reporting: Empowering asset managers in the transformation journey
Wednesday, June 5 2019 | 10am EDT and 3pm BST
REGISTER NOW

Global asset managers are finding it increasingly challenging to stay ahead of their peers. This webinar focuses on how important it is for marketing and client-servicing teams to recognize the evolution of fund collateral dynamics in conjunction with digital transformation.

Laurie will provide insights into the changing marketing and client-servicing landscape and challenges in the asset management industry. She will also address how, with widespread use of technology, asset management firms are looking at merging man and machine without losing sight of ROI. The webinar will also cover the role of a knowledge services partner and how managed solutions can meet the challenge of blending technology with talent.

Main themes:

  • Marketing and asset management trends
  • Understanding marketing ROI
  • Digital transformation and its impact on asset management collateral
  • Think big; act small
  • Software vs. the solution

Recommended for:

  • Heads of client services
  • Heads of business development
  • Heads of performance and distribution
  • Heads of marketing and thought leadership
  • Heads of digital marketing
  • Heads of client reporting
  • Chief operating officers
  • Heads of distribution
Speakers:

Laurie Lupton

Marketing & Communications Consultant

Laurie is an award-winning global marketing and communications leader with international experience across Canada, the US, Europe, and Asia. Most recently, she led Global Marketing for Manulife Asset Management. She is recognized for building, transforming, and promoting leading financial services brands, including Manulife, HSBC, and Merrill Lynch. Her deep financial, capital, and regulatory expertise creates informed strategy, strong execution, and measurable results. Laurie earned a Bachelor of Arts from the University of Toronto. Her volunteer work includes the Canadian Marketing Association and the United Way of Toronto; she is a member of the International Association of Business Communicators.

Karthik Vijayapalan

Associate Director, Business Development

Moody’s Analytics Knowledge Services

Karthik directs strategic client partnerships for outsourced research, analytics, fund marketing, risk, compliance, technology and AI for banks, insurance providers, asset managers and multi-strategy hedge funds. In his previous role at Moody’s, Karthik set up and managed operations of multiple offshore delivery teams across India, Sri Lanka, and Costa Rica. Prior to joining Moody’s, Karthik has served in various consulting engagements in financial services and technology at Morgan Stanley, American Express, and Infosys Technologies. He has a PhD (ABD) in Finance from Michigan State University, an MBA from Indian School of Business, and a Bachelors in Technology from Indian Institute of Technology, Madras.
REGISTER NOW
For more information / to register, please email Shamina Mohamed at shamina.mohamed@moodys.com
Moody’s Analytics Knowledge Services, a division of Moody’s Analytics, is a leading provider of high-value research, analytics and business intelligence to the financial services sector. The company supports over 250 financial institutions and consulting companies through a team of over 2,500 subject matter experts who work as an extension of the clients’ teams based out of various global delivery centres. We EMPOWER our clients to drive revenues higher. We INNOVATE using our proprietary technology and automation solutions. We enable our clients to TRANSFORM their operating model and cost base.
© 2019 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.