SS&C Technologies: National Accounts Roundtable (NYC)

National Accounts In-person event in NYC for Heads of National Accounts (Limited to one attendee from each participating firm) Wednesday, November 28th, 2023 8:00 a.m. – 12:00 p.m. Eastern Keynote […]

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, […]

2024 Global SME Forum

DoubleTree by Hilton London - Tower of London, 7 Pepys St, London EC3N 4AF, United Kingdom , United Kingdom

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 […]

WalletShare Activity Consortium Webinar – SS&C

Webinar

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 […]

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 […]

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 […]