Asset Managers’ clients have changed and their expectations have risen significantly: they are better prepared, more digitally-savvy, and more knowledgeable than ever before and they expect – they demand! – informed, insightful, hyper-personalized engagement at every meeting. Sales teams need to have better insights at their disposal at all times so that they can go further with their clients and deliver asset growth for their firm.

How wholesaler access and share of voice inform sales strategy, management, and results  Over the past few years, there has been a growing interest from across the Asset Management industry to better understand how effective and efficient sales personnel are, especially in relation to their peers at other like firms. Learn about a growing consortium […]