SS&C Technologies: National Sales Roundtable (NYC)
National Sales In-person event in NYC for Heads of National Sales Teams (Limited to one attendee from each participating firm) Wednesday, January 18, 2023 8:00 a.m. – 12:00 p.m. […]
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SS&C Technologies: Wealth Management Trends (virtual panel)
Wealth Management Trends Virtual panel: “The Implications of the Evolving Wealth Management Landscape for Asset Managers” (Unlimited attendance from participation firms) Tuesday, February 28, 2023 1:00 – 2:00 p.m. […]
SS&C Technologies: Remote & Virtual Sales Roundtable (virtual)
Remote & Virtual Sales Virtual keynote: "Alignment of Asset Management Sales Resources" (Unlimited attendance from participating firms) Wednesday, March 15, 2023 1:00 – 1:45 p.m. Eastern Presented by Matt Fronczke, […]
SS&C Technologies: Remote & Virtual Sales Roundtable (virtual)
Virtual roundtable Discussion for Heads of Remote & Virtual Sales Teams (Limited to one attendee from each participating firm) Wednesday, March 15, 2023 2:00 – 4:00 p.m. Eastern Moderated by […]
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 […]
SS&C Technologies: Product & Platform Trends (virtual panel)
Product & Platform Trends Virtual panel: “Investment Platform Developments & Model Portfolios” (Unlimited attendance from participation firms) Tuesday, April 4, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, […]
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 […]
2023 Spring SME Forum
Registration now open through April 14- McCormick Ranch room block is available until March 27 This forum will be the last of the three part series we launched […]
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 […]
2023 Global SME Forum: London
Connecting the Data Click here to Learn More and to Register “Connecting The Data” is the overall theme of the conference but we mean it from the broad […]
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? […]