Location: Charlotte, NC Registration Is Closed (5/7/2024) We are kicking off a multi-forum topic that will we will pursue into 2025. While we don’t want to make it about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will […]
Each quarter, Nasdaq eVestment mines its data to brief traditional managers on the most recent trends in the global institutional market. This quarter’s webcast will cover: Get This Quarter’s Analysis on Institutional Trends: Asset class return recap How institutional assets are moving Focus areas in research conducted by asset owners & Mercer The state […]
About this Global SME Forum: We are kicking off a multi-forum topic that we will pursue into 2025. While we don’t want to make these about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will use this term […]
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? […]
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 […]
Each quarter, Nasdaq eVestment mines its data to brief asset managers on the most recent trends in the global institutional market. This quarter’s webcast will cover: A look at the most recent trends in the institutional market globally, including: Where assets are moving and the key flow drivers by universe and geography Where abrupt […]
Join our upcoming webinar to discover how AI and Generative AI can transform the asset management industry, with experts from AWS, The SME Forum, and Vertical Relevance sharing real-world examples and actionable strategies. Learn how these innovative technologies can benefit both your business and technology teams, with an interactive Q&A to engage directly with our […]
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 […]
2024 Fall SME Forum: “Innovation as Art: Evolving to Improve” About this Forum We are kicking off a multi-forum topic that we will pursue into 2025. While we don’t want to make these about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to […]
This inaugural Global Roundtable has a number of key topics provided by the membership that we will be discussing together. The Proposed Agenda and Topics are below and we are interested to get other topics (or emphasize your priorities) via the registration form. Ultimately, we engage and defer to those who actually register to finalize […]
Reimagine the service experience and maximize efficiency across Contact Center Join HSO and Microsoft on December 18th for an exclusive virtual event to unveil the new Dynamics 365 Contact Center. This cutting-edge, Copilot-first contact center solution leverages generative AI to enhance every customer engagement channel, seamlessly integrating with your preferred CRMs and apps to maximize […]