Unlocking the Untapped Potential of Data with AI: Turning your data into your most powerful asset: The SME Forum and HSO

Webinar

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 […]

Quarterly Trends Briefing: September 2024, Nasdaq eVestment

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 […]

Unlocking Generative AI in Asset Management with AWS

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!

Webinar

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 […]

Private AI Will Rock Your World

Webinar

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

Kansas City Marriott Country Club Plaza 4445 Main Street, Kansas City, MO, United States

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 […]

2024 London SME Forum Asset Management Roundtable

T Rowe Price - London Warwick Court, 5 Paternoster Square, London, United Kingdom

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 […]

AI-Powered Contact Center Modernization for Financial Services

Webinar

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 […]

AI in Distribution Intelligence: Post-Survey Roundtable (Webinar)

Webinar
Virtual Event Virtual Event

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 […]

Webcast: Unlocking the Untapped Potential of Data with AI with HSO

Webinar

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 […]

2025 Spring SME Forum: Evolution in a Revolution: How we Adapt and Adopt, New Brunswick, NJ

The Heldrich Hotel 10 Livingston Ave, New Brunswick, NJ, United States

Register Below There is a revolution in the world of technology happening now.  It has been evolving for many decades but it’s capacity to exponentially impact our personal and professional lives has started to become clearer these past few years.  At the Forum we experienced an initial trepidation to engage with the new developments in […]

2025 Global SME Forum

London, UK , United Kingdom

Check back in the spring for programme and registration details.