As we get geared up for the Boston Financial Client Forum, I have been asked to moderate a panel on technology, innovation, and hot topics of the day. Innovation is a new focus for the mutual fund industry and we’re rolling it into our client forum to bring awareness to how the industry is embracing it. C-level leaders are not only seeing innovation as a priority, but recognizing it as a tool to survival.
Innovation will be a big topic on our Client Forum technology panel. One of the panelists is John Refford from Natixis Global Asset Management. John is a technologist at heart, but blends technology with marketing to, in his words, “make marketing more awesome.” Before the Client Forum I would encourage you to take a look at some of his blog posts on technology, innovation, and more as they may give you some great ways to work with technology within your organization.