Live from Engage: Engage 2016 Comes to a Close

Diane McLoughlin, Chief Client Officer, Eagle Investment Systems


As this year’s Engage conference has come to a close, I am reflecting on this being my first client conference since assuming my role as Chief Client Officer. Not only was it our biggest and—I think—best event yet, but it really embodied the spirit of collaboration that was the catalyst behind forming the Office of the Client in the first place. Moreover, as Eagle’s parent company BNY Mellon took on an active role at this year’s event, the spirit of collaboration was evident as our peers, clients and ecosystem relationships sought to tackle the issues shaping the future of financial services.

The purpose of my role is to channel many of our outward-facing resources, to ensure we’re engaging with our clients to better understand the challenges they face, and to ultimately ensure that our offering provides them with the best possible solution set for a rapidly evolving investment landscape. Engage is a key component of this feedback loop, I’m thrilled that over 575 attendees were able to join us for this year’s event.

The theme of Engage 2016 was “Invested in Your Future”, which not only highlights the considerable financial investments we’re making to support and enhance our offering, but also speaks to the intellectual investment we make to ensure that our new solutions meet the specific and distinct needs of our clients. Through 2 general sessions, 45 breakout sessions, and 4 Engage talk presentations, as well as an innovation center that provided first-hand experiences with new solutions and capabilities, the programming focused on innovation and the ways we’re working to enhance our platform to meet the demands of the future. We heard from clients, industry experts and thought-leaders from both Eagle and BNY Mellon to ensure we remain aligned in our mission to help the world grow assets efficiently.

I would like to thank everybody that put so much hard work into making this year’s Engage conference such a great event and also thank the attendees and delegates whose insight and active participation created such a dynamic environment. I also want to congratulate Osool Asset Management and Bimcor who received our Engage Client Awards for Innovation and Efficiency, respectively.

For those who weren’t able to make it to Engage 2016, I would reiterate that while it is an important part of our client-centric approach, it is only the tip of the iceberg. We value their feedback and seek to work with them continuously to create new solutions that deliver optimal business outcomes. It’s an approach that helps give us a competitive advantage, ensuring our solutions are business-led and outcome oriented. Whether you were at Engage 2016 or not, we encourage each and every one of our clients to continue to engage with us to ensure we continue to deliver innovative and market leading solutions for the investment management industry.

Below is a small selection of photos from the conference, including the artwork our keynote speaker, Erik Wahl, produced as part of his presentation on disruptive innovation.

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