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WalletShare Activity Consortium Webinar – SS&C

June 25 @ 2:00 pm - 3:00 pm

As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders:

  • Are Financial Advisors taking meetings?
  • Activity share, is it what you expect?
  • Rankings at the asset manager level & firm level.
  • How many data points are gathered per interaction?

Continue the review of activity data with the WalletShare team. Dave Nicholas and Jeff Strange will provide an overview of the WalletShare Activity Consortium and discuss the following: How effective are your Wholesalers vs. the industry? Are they meeting with the right Financial Advisors? What is your Wholesaler penetration at a specific Broker Dealer?

 The WalletShare Activity Consortium webinar will cover the following:

  • WalletShare Activity Consortium Overview
  • Wholesaler activity benchmarking using analytics
  • Wholesaler activity Hot Spots report
  • Current status of the WalletShare Activity Consortium.


June 25
2:00 pm - 3:00 pm
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