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Membership is offered to Retail and Institutional Asset Management firms at the firm level only. Once a firm joins, any employee from that firm can participate in the SME Forum. See the Member Directory for a complete list of our nearly 600 members representing these firms and more. Join a Discussion, reach out to them directly, or let us introduce you to anyone you think would be of help to you and your organization. It’s all part of membership!
- AllianceBernstein/AB Global
- American Century Investments
- AMG Funds
- Amundi Pioneer Investments
- AQR Capital Management
- Aristotle Capital Management
- Artisan Partners
- BNY Mellon Asset Management
- BNY Mellon GCM
- Brookfield Asset Management
- Capital Group
- Charles Schwab Investment Management
- Cohen & Steers
- Davis Advisors
- Diamond Hill Investments
- Dreyfus Investments
- Eaton Vance
- Federated Hermes
- First Eagle Investment Management
- Franklin Templeton Investments
- Goldman, Sachs & Co
- Harbor Capital Advisors
- Invesco Global Asset Management
- Ivy Investment Distributors
- Janus Henderson Investments
- John Hancock
- JP Morgan Distribution Services
- Lazard Asset Management
- Lord Abbett
- Macquarie Investment Management
- Mainstay Investments
- MFS Investment Management
- Natixis Advisors
- Neuberger Berman
- New York Life Investment Management
- Pacific Global Asset Management
- Principal Funds Distributor
- Prudential Global Investment Management
- Putnam Investments
- Russell Investments
- State Street Global Advisors
- T. Rowe Price
- Thornburg Investment Management
- Touchstone Investments
- Van Eck Global
- VOYA Funds
- Wellington Management
- Wells Fargo Advantage Funds
- William Blair
Our Vendor Partners are not simply paying sponsors as you might find at other organizations. No! Each of these are member-recommended solution partners who share their wealth of knowledge and experience from both within and outside our industry. We treat them as full and equal members and strongly encourage you to reach out them for help, guidance, insights, and experiences. You will find evidence of that in many of our presentations, studies, discussion boards and other materials. Likewise, always feel free to have the SME Forum help you consider who to reach out to for your particular needs and we can act as a neutral third party until you are ready to engage directly. It’s all part of membership!
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management firms grow. We provide communications, technology, data and analytics that help enrich engagement, navigate risk, optimize efficiency and drive revenue growth. We process $5 trillion in fixed income and equity trades daily, manage shareholder voting in 90 countries and deliver essential communications for 5,000 brands. From our unique vantage point, working side by side with our clients, we help businesses get ahead of today’s challenges and capitalize on what’s next.
DST Systems / SS&C Technologies
SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through data management, market share services, advisor practice analysis, industry research and consulting, we provide you with distribution intelligence and expertise to manage your data, gain insights and ignite growth in your business
EXL is a 20-year old, NASDAQ-listed, analytics and operations management firm with 43K+ employees supporting 850+ clients across 60 geographies. We serve 8 of top 10 US banks, 3 of top 5 UK banks, 3 of top 4 payment networks, 8 of top 10 global insurers, 6 of top 10 US payers, and some of the leading US FinTech firms and global retailers.
EXL Data and EXL Analytics are two of our key divisions, offering state-of-art solutions and end-to-end capabilities in enterprise data management, artificial intelligence, and digital transformation. Our focused approach to data science and data management helps our clients minimize risk, boost operational efficiency, simplify supply chains, and identify new channels for growth and profitability.
We bring deep experience in asset management space, having worked from very large to boutique asset managers. Our offerings include enhancing distribution effectiveness, automating investment operations, building master data management platforms, and scaling up digital marketing efforts. We have demonstrated experience and impact in providing solutions on data strategy, infrastructure, enterprise data management, business intelligence, and predictive modeling products and services across all major business functions.
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking.
We do this by synthesizing vast quantities of collective firm intelligence and market data, dramatically accelerating the productivity of financial services professionals.
Hey Dan (Civicom)
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out, without the salesperson’s help. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.
Hey DAN is also the only voice to CRM solution that passes all security requirements within the asset management industry.
Beyond CRM entry, Hey DAN has built a sterling reputation for low-cost, high quality data management solutions. From expense entry to data scrubbing, list building and data mining, Hey DAN does the work behind the scenes so your sales team and support staff can work on high value tasks resulting in a phenomenal ROI.
Hey DAN was founded in 2006 specifically to support the asset management industry. It has since launched its own nonprofit foundation helping deliver relief to the poorest of the poor around the globe. To learn more visit http://www.feathersproject.org/
For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier for organizations to do business and innovate by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services, Business Process Consulting, and Custom Application Development, AKA combines industry and technical expertise, proven methodologies, and world-class consulting to help financial services firms achieve their goals and turn their vision into reality. Our Financial Services team—each with decades of experience—has worked closely with more than 125 clients in asset management, wealth management, hedge funds, private equity, insurance, and more to digitally transform their businesses. The company is headquartered in New York, NY.
Huron is a global professional services firm committed to achieving sustainable results in partnership with its clients. The company brings depth of expertise in strategy, technology, operations, advisory services and analytics to drive lasting and measurable results. Through focus, passion and collaboration, Huron provides guidance to support organizations as they contend with the change transforming their industries and businesses. Our full service, strategy through execution approach allows our customers to take advantage of collaborative services and comprehensive offerings include organizational improvements and software consulting. Huron is a Gold level partner of the Salesforce.com partner network. Huron helps clients in the financial services industries to connect to their customers in entirely new ways by developing solutions that extend Salesforce’s value enterprise-wide. Our deep industry, business process, and technology expertise ensures successful Salesforce implementations that drive real business value.
Institutional Shareholder Services
Institutional Shareholder Services (ISS) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. Through four distinct divisions—SI Data, SI Research, SI Intelligence and SI Interactive—Strategic Insight delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content, and events for investment managers, asset owners, and custodians. Strategic Insight helps firms drive growth through data-driven decisions and facilitate more effective sales and retention strategies across all lines of business. With mission-critical solutions spanning wealth, retirement, and institutional, Strategic Insight offers a single point of integration with global perspective.
MARS Sales Focus Solutions
SalesFocus Solutions helps asset management firms overcome challenges related to growing and retaining AUM. The MARS platform provides the tools to significantly improve data access, distribution, analysis, visualizations and reporting throughout the firm. SalesFocus Solutions is the asset management industry’s all-in-one sales and marketing solution for actionable intelligence. They support a diverse, global client base of leading and boutique asset management firms totaling more than $3 trillion in assets under management.
Mertius Business Solutions, Inc.
Meritus focuses on large, enterprise-sized, complex engagements with strategic customers in Financial Services, Healthcare, and Manufacturing. Co-Founders, Barney Holmes and Bill Zarbock have more than 40 combined years of CRM and business process experience. We were Infor CRM Partner of the year in 2016, 2017 and 2020 and are a top-tier Creatio partner (formerly bpm’online).
Founded in 2010 and headquartered in Bedminster, New Jersey. Meritus has built a reputation for time-to-value delivery and high levels of customer satisfaction. End users are at the heart of our delivery and service processes.
We have the largest and most tenured team of certified Infor and Creatio employees. We hire skilled Software Engineers and train them on supported CRM product suites and our unique service methodologies. Each consultant is degreed with at least five years of applicable business experience.
For large customers, consultant teams cross-train to learn their implementations, organizational and business processes. Our focused service offerings include; Customer Relationship Management (Infor CRM and Creatio), Mobile Solutions, Business Process Management and Workflow Automation, Service Integration, Big Data/Data-Driven processes and Machine Learning/Artificial Intelligence.
Meritus blends elements from Agile and Waterfall methodologies. We have found that this approach lowers overall delivery costs, reduces future rework and provides insight into end-state delivery budgets as Sprints take into consideration broader views of workflows and future anticipated integrations. Our highly experienced analysts’ partner with you to understand and utilize the most appropriate process to meet your needs.
Olmstead is a leading specialized data centric consulting firm, with exclusive focus on being the go-to consultancy for Asset Manager operational transformation. Olmstead provides consulting expertise to help asset managers plan for, select, and implement solutions, including sales and marketing enablement, client reporting and communications, CRM, distribution & customer intelligence and digital/web projects, across the client lifecycle. Our Operations, Technology, and Data experts, along with proven methodologies and leading-edge tools help inform our clients to make better decisions and lower project risk.
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development.
With more than 250 clients across asset management, wealth management, and banking, Seismic is the recognized leader in sales and marketing enablement for financial services firms. Seismic equips global sales teams with the knowledge, messaging, and personalized content proven to be the most effective for any client interaction. Powerful content intelligence and analytics enable marketers to prove and improve their impact on the bottom line, revealing what is really driving revenue and what needs to be adjusted.
In asset management, Seismic’s robust automation, curation, and tracking capabilities have enabled sales and marketing teams at more than 185 firms to work more effectively. The result for global firms such as T. Rowe Price, DWS, Franklin Templeton, and Virtus is improved sales and marketing efficiency, better client engagement, and higher client retention.
Seismic is headquartered in San Diego with additional offices in North America, Europe, Australia, and Asia.
XALT Sales Optimisation
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients…