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FUTURES FORUM: Using Data to Drive Client Acquisition
Virtual Event
COLPM Office
Racine, WI 53404-7013
United States
224-337-9033

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Tuesday, October 29, 2024, 12:00 PM - 1:00 PM CDT
Category: Open Access Virtual Meeting

In the backdrop of an increasingly data-driven (yet risk-averse) marketplace, firms and CMOs alike are seeking first-mover advantages to earn new business. solidify market share and increase client retention. Join Luke Ferrandino (CMO of Paul Weiss), Trish Lilley (CMO of Barnes and Thornburg), and Meredith Williams-Range, CLOO of Gibson Dunn) as they discuss some of the ways that their firms are employing data analytics and modeling to drive their new client acquisition strategies. The panel, moderated by Mike Mellor of 742advisors, will walk through the novel approaches, metrics, and methodologies being used. The panelists will discuss the hurdles and lessons they learned regarding change management, process, and communications. Access speaker bios at: https://www.collegeoflpm.org/assets/docs/2024-10-29_Faculty.pdf

Contact: Debbie O'Connell, [email protected] or 224.337.9033