Webinar

Asset Managers’ clients have changed and their expectations have risen significantly: they are better prepared, more digitally-savvy, and more knowledgeable than ever before and they expect – they demand! – informed, insightful, hyper-personalized engagement at every meeting. Sales teams need to have better insights at their disposal at all times so that they can go further with their clients and deliver asset growth for their firm.

How wholesaler access and share of voice inform sales strategy, management, and results  Over the past few years, there has been a growing interest from across the Asset Management industry to better understand how effective and efficient sales personnel are, especially in relation to their peers at other like firms. Learn about a growing consortium […]

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 […]

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 […]