After the success of our in-person event at The Ivy Soho in London this March, the Sitebox and Kurtosys teams came together once again—this time for a virtual collaboration. Joined by Alpha and digital experience expert Steve Dale, we hosted a webinar focused on the evolving landscape of digital experiences.
From the growing impact of AI and personalisation to real-world examples of building websites that truly connect with users, the session offered many insights for anyone looking to improve their client experience. Whether you joined us live or are catching up now, we’ve summarised the key takeaways that can help shape a more tailored, effective digital strategy.
Explore ways to leverage AI and personalisation to enhance the client experience
Presented by John Hennesy, Senior Partner at Alpha FMC and Deepak Arora, Enterprise Architect, Asset & Wealth Management Consulting at Alpha FMC
Putting AI in the context of our industry
Asset managers today are navigating a perfect storm—macro-economic uncertainty, increasingly complex client needs, low-return environments, and shrinking fees. At the same time, they’re under pressure to scale and stay ahead. In short: managers are being asked to do more with less.
AI presents a powerful tool that will assist firms in unlocking insights and deliver analytics at scale. As John and his partners at Alpha highlighted during our recent webinar, there’s likely a 2–3 year window where early adopters will gain a true competitive edge.
Freeing up teams to focus on what matters
Right now, many marketing and client service teams are spending too much time on manual, non-value-adding tasks—like digging through data, prepping for meetings, or pulling together reports. These are the kinds of activities AI could easily handle, freeing up teams to focus on what really matters: building relationships, selling, and delivering value to clients.
Across the industry, we’re seeing leading firms take this seriously. They’re investing in scalable CRM and data architectures as a foundation, and layering AI, analytics, and data science on top. The result? Smarter insights, better client experiences, and stronger business outcomes.
Climbing the AI maturity curve in asset management
Asset managers are steadily progressing along the AI maturity curve. Many have already started using AI for efficiency-focused tasks like automating meeting notes, RFP responses, and managing translation queries. But the next level—leveraging AI for prescriptive and autonomous decision-making—is where the real transformation lies, and it’s a space still relatively untapped.
Leading firms are beginning to explore more sophisticated use cases. Rather than only looking inward at their own client and prospect data, they’re layering in external intelligence—screening clients for competitor products and comparing performance. If their own offerings outperform at lower fees, they’re proactively recommending those to clients. The result? Improved client outcomes and stronger retention.
As the digital landscape continues to evolve, asset managers have a unique opportunity to stay ahead by embracing emerging technologies like AI, data analytics, and personalisation. The insights shared during our webinar—from streamlining internal processes to proactively enhancing client engagement—make it clear that the future belongs to firms that can adapt quickly and think strategically.
Watch the full webinar here:
