EP765: How the investor relations landscape is changing and how tech can help

Matt Ryan, Chief Transformation Officer, Reef

The investor relations landscape is changing – key factors include the ongoing great wealth transfer, the largest in history, and evolving investor expectations. The market is oversaturated with information and that means targeted and relevant personalisation is essential. Many financial services organisations have yet to take a step forward in modernising their face-to-face and digital engagement efforts. Robin Amlôt of IBS Intelligence speaks to Matt Ryan, Chief Transformation Officer of Reef, a platform for a financial firm’s digital touchpoints.