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, […]

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 […]

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 […]