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The SME Forum is a community of deep support exclusively for Sales, Marketing and Operations related professionals from within the Retail and Institutional Asset Management industry.

Media Mentions: 2024 Spring Forum

Delivering Business Intelligence in the Asset Management Industry

By: Bill Hortz, Institute for Innovation Development

2024 Global Forum

First Things First

Video Replays, Presentations and Other Material now available to Members

2024 Spring Forum

Delivering Actual Intelligence: Pursuing Business Value

Video Replays, Session Notes and Other Material now available to Members


Harnessing AI in Asset and Investment Management

‘AI for Enterprise’ – a Bluprintx report


Unlocking the Untapped Potential of Data and AI in Asset Management

 A Whitepaper by HSO


Designing a Generative AI Assistant for Private Markets
An interview with Samuel Ganeles, Director of Enterprise Sales at Helix by Bill Hortz, Institute for Innovation Development.


Building Transparency and Trust in AI Fintech
An interview with Nathan Stevenson, CEO, ForwardLane by Bill Hortz, Institute for Innovation Development.


Using AI to Weave the Fabric of Data and Intelligence for Fund Product Distribution
An interview with Sal Gagliano, and Nikhil Nawathe of TIFIN AMP
by Bill Hortz, Institute for Innovation Development.

Member Exclusive Webinar Replay

SME Forum Institutional Roundtable
Hosted at Wellington Management with online participation from members globally

The SME Forum

The Sales and Marketing Enablement Forum (The SME Forum), previously “The CRM Forum,” and informally known as “The Forum,” is a professional membership organization primarily for Sales, Marketing, Operations and Technology practitioners for Retail and Institutional Asset Management firms. The organization is based out of the New York City metropolitan area with members throughout the US and Europe primarily. The Forum organizes Spring and Fall conferences in the US and an international conference each June in London, England. Bi-weekly webinars, regular surveys, benchmarking studies and whitepapers are delivered throughout the year to support member efforts in addition to addressing specific member needs and requests.

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A Supportive Community

Started in the early 2000’s as a Siebel CRM support group, The Forum has grown to now include over 60 Asset Management firms with nearly 900 individuals across them. We encourage our members to think of the community as an extension of their own teams, ready to always provide quick feedback, guidance, and insights into shared issues or concerns. Members from across a broad spectrum within the Asset Management industry and in a diversity of roles ensures you  can easily engage with the right kinds of people about your needs.  Likewise, The Forum leadership and team is continuously reaching out on behalf of members and their firms to facilitate introductions, research and better understand topics of interest to support their businesses.

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Firm or Vendor Membership

Members come from retail and institutional asset management firms of all sizes and from a well curated, member-recommended group of dedicated Vendor Partners who share their wealth of knowledge and experience from both within and outside our industry.

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 take advantage of the Forum’s offers and services.  Except for participation at our annual conferences, there are no additional fees or hidden extra costs of any kind for the firm or any individual employees. Vendor Partner membership is limited and reserved for companies who provide solutions and services specifically tailored to the asset management industry and are referred and recommended by our Firm members.

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A Foundation of Trust


The Forum’s sole purpose is to further the individual and collective interests of members within the community. We pride ourselves in cultivating this unique community of competitors who, despite their varied roles and responsibilities, are also like-minded professionals that have established high degrees of trust among one another.  This trust is driven by a common philosophy that it is nearly impossible to replicate exactly what someone else has achieved but is remarkably easy to learn from one another in ways that apply to your unique situations.

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The SME Forum Members Site

A Digital Extension of Our Community Designed For You!


Unlock exclusive access to our vibrant community. Connect with members, join discussions, find talent, view job listings, and access our extensive library of valuable content. Explore and engage with us today!


Email us or call 1-917-561-9553 to get your credentials.

Email smeforum@thesmeforum.net to Learn More or Request Your Own Credentials