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 as where the industry is trending. Join us as we explore how the landscape has evolved, the increasing role of AI, and where companies are […]
Join us for an insightful webinar on AI Governance, led by Alec Crawford, Founder and CEO of Artificial Intelligence Risk, Inc. Building on the success of his presentation at the 2024 Spring FSME Forum in Charlotte, NC, this session will dive deeper into practical strategies for managing AI effectively. As more organizations adopt emerging AI […]
2024 Fall SME Forum: “Innovation as Art: Evolving to Improve” About this 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 our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to […]
This inaugural Global Roundtable has a number of key topics provided by the membership that we will be discussing together. The Proposed Agenda and Topics are below and we are interested to get other topics (or emphasize your priorities) via the registration form. Ultimately, we engage and defer to those who actually register to finalize […]
Reimagine the service experience and maximize efficiency across Contact Center Join HSO and Microsoft on December 18th for an exclusive virtual event to unveil the new Dynamics 365 Contact Center. This cutting-edge, Copilot-first contact center solution leverages generative AI to enhance every customer engagement channel, seamlessly integrating with your preferred CRMs and apps to maximize […]
About Asset management firms are at varying stages of deploying AI to distribution intelligence. We’re gathering asset managers that completed October’s SME Forum-FUSE Research survey on use of AI to review the findings and engage in frank discussion about their own challenges and successes. Join us for an exclusive, interactive roundtable that goes beyond the […]
Asset managers are inundated with data from a myriad of sources—internal, external, and everything in between. Yet, despite the abundance of this data at their fingertips, many firms struggle to harness its full potential, leaving valuable insights on the table that can lead to improved business outcomes.Join us for an insightful webinar, "Unlocking the Untapped […]
Register Below There is a revolution in the world of technology happening now. It has been evolving for many decades but it’s capacity to exponentially impact our personal and professional lives has started to become clearer these past few years. At the Forum we experienced an initial trepidation to engage with the new developments in […]
There is a revolution in the world of technology happening now. It has been evolving for many decades but it’s capacity to exponentially impact our personal and professional lives has started to become clearer these past few years. At the Forum we experienced an initial trepidation to engage with the new developments in this space, […]
Invitation-Only NYC Roundtable for Asset and Wealth Management Leaders Due to overwhelming interest, this event is at capacity and we are no longer accepting RSVP's. Thank you for your excitement over this dynamic event! Driving MarTech ROI and AI Impact On October 1, Bluprintx and the SME Forum will host an invitation-only roundtable lunch at New […]
Learn how to satisfy internal governance teams while unlocking the full potential of your firm’s data and AI investments Make compliance your catalyst, not your constraint, for AI innovation. AI offers tremendous opportunities for asset management firms—from automating workflows to enhancing client service and decision-making. But adoption often stalls when internal compliance and governance teams don’t […]
2025 Fall Forum Evolve, Empower, Energize: Transforming Sales & Marketing through Data & AI We are entering an exciting new era where data and AI are no longer distant possibilities—they are active forces reshaping how we sell, market, and serve clients. What once felt experimental is now quickly becoming practical, and the opportunities to accelerate […]