I think it’s really a must-attend event for CX professionals. I’ve gone to other events in the past and this surpasses all of them.
Director, Large Business Customer Experience, NRG Energy
Values Based Investing for All Your Clients
April 27th, 2021, Successfully held
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Here’s what we discussed:
There is a growing appetite for investments that reflect investor values. While ESG has historically focused on progressive values, conservative investors may also be motivated to invest in ways that advance their values. In this roundtable, RIAs discussed how they are engaging clients with ESG across the social and political spectrum. This session was moderated by values based investing pioneers OpenInvest.
Moderated by
Request detailed session notes
We are careful about who we send this key document to. The session notes will be sent based on the request, provided your profile matches our qualification criteria.
About OpenInvest:
OpenInvest offers values-based financial solutions that help advisors unlock the true impact of their client’s investments. With OpenInvest, financial advisors can seamlessly build, manage, and report on ESG portfolios, engaging with clients on a new level.
Participation in the Virtual Roundtable is free of charge to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with a link to the meeting.
If you don’t qualify, we’ll suggest other learning events that may be a better fit for you.
Here’s what attendees at past events have said:
A lot of other conferences I’ve gone to are driven off a podium, someone presenting me a solution before they understand my problem. Here I have an opportunity to talk to my peers and learn from them.
Sr. Director Care Strategy & CX, GoDaddy
I’m not part of some enormous crowd out there. I’m getting lot of interaction, hearing from people, their own personal stories. Individual examples of how people are leveraging their CX skills in their industry, in their business, in the work that they do everyday.
Principal, Zeisler Consulting
Very intimate, Very one-on-one! You are able to really get a lot of candid responses, so we’re getting a ton of value from that and a lot of valuable insights.
Director, Global Digital Marketing and Customer experience, Stanley Black and Decker.
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