Continuing our work with SFDC from our working sessions in Atlanta this past fall, we will be holding an interactive update, Q&A, demo and feedback session for the SME Forum members currently using and interested in the SFDC Mobile solution. In the breakout session this fall, there was a wide gap of familiarity with the […]
Wholesaler distribution has undergone a tumultuous 3 years, subjected to (1) a ~40% loss of advisor mindshare in 2020 made more difficult with an inability to meet in person, then (2) a struggle to engage with them in 2021 with ~35% unreached, and finally (3) a ~75% rise of in-person engagement, but at the expense […]
In a sales environment that is increasingly competitive for meaningful in-person engagement, marketers and their distribution partners continue to struggle with their participation at industry events. Most asset managers can’t even tell which events all their sales and marketing organizations have participated in. To be fair, the issues are multi-tiered and complex: What are all […]
Many of our SME Forum members have been reaching out to learn more about Tifin with their AI and machine learning solutions that are helping Asset Managers to position their products much more efficiently and effectively in front of the right advisors. Now this is no magic bullet, but Tifin has been working in this space for […]
In July 2024, the SEC’s Tailored Shareholder Rule (TSR) will go into effect. The TSR represents a sea change in how ’40 Act funds report to their shareholders. How? The TSR mandates something less like a shareholder report and more like a traditional institutional fact sheet: clear, concise, and emphasizing the essentials. The TSR […]
This webinar we will explore the potential of OpenAI services: Overcoming challenges and maximizing benefits in enterprise implementation. What to expect: Are you interested in harnessing Microsoft's OpenAI and LLM models like ChatGPT for the enterprise? While the process of setting up CoPilot and small POCs is straightforward, preparing for a large-scale rollout in an […]
Learn to harness the true potential of data with our upcoming webinar, "Making Data Work - Instead of You Working on Data," Tuesday, December 19th. In this session, we will explore data and analytics elements that go beyond the math and the technology, and focus more on the human and practical aspects of […]
Asset managers are inundated with data from a myriad of sources—internal, external, and everything in between. Yet, despite the abundance of this data at their fingertips, many firms struggle to harness its full potential, leaving valuable insights on the table that can lead to improved business outcomes.Join us for an insightful webinar, “Unlocking the Untapped […]
Webinar: Maximizing Distribution Intelligence in 2024! Olmstead is back with insights from their latest 2024 Distribution Intelligence Survey, building on key findings from 2022 and sharing what has changed as well as where the industry is trending. Join us as we explore how the landscape has evolved, the increasing role of AI, and where companies are […]
Join us for an insightful webinar on AI Governance, led by Alec Crawford, Founder and CEO of Artificial Intelligence Risk, Inc. Building on the success of his presentation at the 2024 Spring FSME Forum in Charlotte, NC, this session will dive deeper into practical strategies for managing AI effectively. As more organizations adopt emerging AI […]
About Asset management firms are at varying stages of deploying AI to distribution intelligence. We’re gathering asset managers that completed October’s SME Forum-FUSE Research survey on use of AI to review the findings and engage in frank discussion about their own challenges and successes. Join us for an exclusive, interactive roundtable that goes beyond the […]
Learn how to satisfy internal governance teams while unlocking the full potential of your firm’s data and AI investments Make compliance your catalyst, not your constraint, for AI innovation. AI offers tremendous opportunities for asset management firms—from automating workflows to enhancing client service and decision-making. But adoption often stalls when internal compliance and governance teams don’t […]