Archives: Agenda

• Personalizing investment product offerings and communication styles to match clientele interests
• Utilizing mass affluent/HNW client behaviour to gain trust and good relationships with private bankers
• Increasing client confidentiality to enable transparency and better relations

Chair: Suneet Muru, Associate Analyst, GlobalData

• How is digitising the client-adviser experience central to the sustainability of future growth?
• Using AI to deliver long-term advice: helping wealth managers to prove their value
• Adapting with agility and eliminating friction in delivery and take-up
• Providing seamless global connectivity and relevance

InvestCloud

• Implementing a cross-functional approach that encourages peer-to-peer leaning amongst teams
• Fostering a culture of feedback and continuous improvement
• Broadening team abilities through enhanced learning opportunities

• Understanding key focus points when designing an effective logistics process
• Establishing an effective contingency plan to overcome supply chain roadblocks
• Enhancing communication between teams to ensure logistic process functions are completed in a timely manner

• Ensuring relevant information is received quickly to accurately update forecasting strategies
• Obtaining real-time data to effectively forecast trial timelines and minimize cost
• Reducing impact of errors by encouraging collaboration and communication

• • Importance of consistent communication between Clinical Operations + Supply Chain
  • Sales, Clinical & Operations Planning (SC&OP)
  • Capturing Total Demand
  • Risks – Measuring, Monitoring & Mitigation (R3M)

• Overviewing the clinical trial supply landscape to understand common risks
• Planning ahead to increase supply chain agility and reduce roadblocks
• Implementing a robust mitigation plan to minimize risk impact

• Weighing up manufacturing and labelling methods to best suit individual supply chains
• Mapping and executing an optimized manufacturing and labelling strategy
• Minimizing delays by communicating effectively with vendors to ensure key information is understood

• Understanding complexities of a drug combination product when planning a supply chain
• Navigating regulation to reduce delays and setbacks
• Coordinating teams to ensure streamlined processes and minimize risk