Library

Webinars


Webinars

Missed a webinar? Replay now.

Library

Webinars


Webinars

Missed a webinar? Replay now.

Library

Webinars


Webinars

Missed a webinar? Replay now.

Library

Webinars


Webinars

Missed a webinar? Replay now.

Turning Data into Dialogue: How StoryTeller Shapes The Future of Client Reporting in the US

Performance reporting hasn't changed much in decades. Static PDFs. Quarterly binders. Charts that tell clients what happened, but rarely why it matters. This webinar tells you how we change that.

What if your client portfolio reports could speak?

Whether you're in wealth management, fintech, or simply curious about the future of client communications, this webinar will show you how audio innovation is reshaping portfolio reporting.

Goal-based investing in the UAE: key insights from quantitative research

Together with Franklin Templeton, we embarked on a research project to uncover the 'whys' and 'hows' of goal-based investing in the UAE. Our mission was clear: to understand what motivates retail investors in this dynamic market and how they envision achieving their investment goals.

Digital assets: Portfolios beyond baskets and indices

Investors are increasingly interested in adding digital assets to their portfolios. In this webinar, we show you how to build portfolios with digital assets to meet your investors' expectations.

The Future of Better Investment Experiences

On the 22nd of March, we hosted a joint webinar with Franklin Templeton, where we explored the future of better investment experiences.

How Storytelling can increase AUM

Asset managers can win and retain client business in 3 ways: competing on performance, competing on cost, or competing on client experience.