Learn.  Connect.  Grow.  Solve.

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

Registration Now Open for 2023 Spring SME Forum

Rethinking Sales & Marketing Collaboration for Results

April 18 – 19, Scottsdale, Arizona

Unique Asset Management Forum on Industry Challenges and Opportunities

Bill Hortz, Founder and Dean of the Institute for Innovation Development writes about the 2022 Fall SME Forum and state of the industry

Partner Research

A Roadmap for Modern Marketing Analytics

MarketBridge Executive Whitepaper

Partner Research

Asset Managers Look To CDPs For Better CX, Survey Finds

By: Marianne Hewitt, The Growth Strategy Group and The SME Forum

Marketing Innovation as a Digital Multiplier: 2022 Fall Forum

Revisit the event through vidoes, notes and other summary materials.  Exclusive content for Members.

2022 Global Forum: Connecting the Data

Member Exclusive Event Content:  Videos, Session Notes and Other Materials from our London Forum

Introducing the SME Forum Members Site!

A Digital Extension of Our Community Designed For You!

Latest Research

Innovation in Investment Management:

The current technological landscape, how to transform and unlock the opportunity

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. 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.

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A Supportive Community

Starting in the early 2000’s as a small Siebel CRM support group, The Forum has grown to include over 60 Asset Management firms with nearly 500 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.  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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