Dreamforce
Contact event organizer for details. San Francisco Salesforce's biggest event of the year.
Loading view.
Webinar: Increasing Distribution Impact through Sales Optimization – with XALT
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.
Webinar: In-Depth Findings Review: Next-Generation Distribution Enablement – with MarketBridge
New findings on how changing market dynamics are accelerating the evolution of sales, marketing, and distribution effectiveness. As a follow-up to the Spring SME Forum event, MarketBridge is back on Tuesday, October 5th at 1:00PM ET sharing the results of their comprehensive report, “Next-Generation Distribution Enablement: An Outlook for 2022.” Based on surveys with 35+ […]
Define Your Now: Community Summit North America
Contact event organizer for details. Leading training and networking event worldwide for Microsoft technology users and partners. Keynote speakers and 500+ sessions.
2021 MMI Annual Conference
Contact event organizer for details. Denver, Co. Brings together a who’s-who of thought leaders and decision-makers from across the investment advisory industry to examine and debate the critical factors and strategies that will drive success and separate winners and losers over the next decade
Fall 2021 SME Forum: Return to a New World
We're excited to be planning the Fall 2021 Forum as a live and in-person event! Hyatt Regency Boston Harbor Hotel, Boston, MA Tuesday 9 and Wednesday 10, November, 2021
SES (Sales Enablement Society): Global All Hands Call
Contact event organizer for details.
2022 Spring Forum: Latent Leverage – Getting More With What You Have
Hyatt Regency, Newport Beach, CAEvery organization has under- or unused resources that are either already known to them or can be discovered that would help further their objectives. While the pandemic has certainly shifted priorities and focus to meet the changing landscape for organizations both internally and externally with their advisors and investors, there remains a tremendous pool […]
7th Annual Global SME Forum, London – Connecting the Data
Where: London, UK. DoubleTree by Hilton London – Tower of London Building on the success of nearly 20 years of events in the US for our Asset Management membership, this will be the seventh year that we host an annual conference in London focused on topics and issues of import to our EMEA and […]
Webinar: Winning Advisor Mindshare
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 […]
2022 Fall Forum: Marketing Innovation as a Digital Multiplier
One of the areas that we are focusing on with our Forums is to deepen the breakout sessions with more case, situation and outcome focus so that attendees can apply more of what they learn. In Atlanta, each of the Breakout Periods will feature a working session focused on solutioning. If you have any use […]
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. Eastern Keynote presentation by Matt Fronczke, Director of Research & Consulting, SS&C Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C […]