Interactive Webcast: Salesforce.com Mobile Platform
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 […]
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Webinar
Sales Activity Benchmark Webcast
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 […]
Webcast: Improving Event ROI
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 […]
How Asset Managers Can Modernize Their Distribution Using AI: Webcast
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 […]
Are Your Systems Ready? 6 Questions to Answer About Implementing the Tailored Shareholder Rule. An Interactive Webinar with Synthesis and Red Oak Compliance
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? […]
Get Your Enterprise Ready for Microsoft OpenAI: Webinar with HSO
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 […]
Making Data Work – Instead of You Working on Data
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, […]
Unlocking the Untapped Potential of Data with AI: Turning your data into your most powerful asset: The SME Forum and HSO
WebinarAsset 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 […]
Webinar: Maximizing Distribution Intelligence in 2024!
WebinarWebinar: 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 […]
Private AI Will Rock Your World
WebinarJoin 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 […]