Guide Script

Hello (first name) it’s (your name) from Clear Path Analysis (the market intelligence and events company) how are you, ok?

Its just a quick call as we have a free webinar next month on the subject of Client Engagement and communications which will address the Business Case for the Adoption of Digital Technologies in client engagement and communications in Institutional Investment Management.
The 1 hour panel debate with Greg Klotz of Nuveen (Vice President, Client Experience) Paul Sinthunont of Aite Group (Senior Analyst) Phil Lynch of SimCorp (Senior Strategy Principal) will explore discuss and present the benefits of adopting digital, interactive portals from the perspective of the end-clients, as well as how investment management firms can capitalize on a digitalization communications strategy.

Does that sound like something you might like to consider attending? Great what I can do is send you the invitation with the event brochure which you are quite welcome to share with colleagues. can I just check the email we have?

Some specific topics include; What are the key business drivers and value incentives of digital, interactive portals that go beyond pure distribution of information to provide a deeper understanding of clients’ needs and interests? What are the key considerations when building the business case for adopting digital portals?

(Dates and times) Tuesday the 23rd of December from 10:45 12:00 EST

Can I just ask to help us aim our content, Does (company name) plan to change or enhance your client communications platform tools for client reporting or digital portals any time in the near future? (yes/no/maybe and if so when?)

Great we’ll get the calendar invite and brochure sent. Have a nice day