2021 Fall ForumReturn to A New World
Hyatt Regency Boston Harbor Hotel
November 9 – 10, 2021
Welcome to Boston!
Forums are not like other conferences you may have been to. They are designed to maximize the free exchange of experiences and interests amongst its member participants in a balanced way. You will find three types of engagement options in three different ways:
- General Sessions with everyone in a ballroom setting and a more formal, directed conversation.
- Breakout Sessions are a mix of topics and agenda items that are participant-driven discussions and working sessions.
- Social Settings such as meals, receptions, activities, and other events to allow more self-directed interaction and networking.
These represent the three key mechanics we use to help you and your organizations learn and grow at the Forums. Every breakout session at the Forum is a dynamic conversation and discussion between members in which to share best practices and successes along with learning from one another about beginning, implementing, and improving on your own efforts. The breakout sessions are purposely succinct in their titling and description to allow the participants to drive more of the content, priority, and overall direction of the sessions. Facilitators from each session you register for will be reaching out to you in advance to gain your input for that session and help ensure that you are able to maximize your participation in it.
In addition to member participants from a broad spectrum of asset management firms, a curated selection of Vendor Partners has been invited by members for showing deep understanding and dedication to this space in the financial services industry and in particular to Sales, Marketing, Client Servicing and the tools, technologies, and practices that enable them. However, unlike other conferences, our Vendor Partners do not have booths, tables, or other dedicated space at the events. On the contrary, we invite them to participate in the sessions as a means for them to continue learning about what we are tasked with, how they may be of help and how they have assisted others in similar situations as us. They are forbidden from making sales pitches but encouraged to share their accomplishments and experiences with you as source of expertise and broad exposure to our industry. As such please be open to learning and sharing with them. It’s free!
Upcoming SME Forum Events
- 2022 Spring Forum, Newport Beach, CA
April 5-7, 2022 (Confirmed)
- 2022 Global Forum, London, UK
Thu June 16, 2022 (TBC)
- 2022 Fall Forum, Nashville, TN
October 2022 (TBD
2021 Fall Forum: By The Numbers
Asset Management Firms
Monday, November 8
- All day: Arrivals and check-in at Hyatt Regency Boston Harbor
- 6:00 PM: Vendor Partner Dinners ; Optional Dinners (meet in Lobby)
Tuesday, November 9
- 8:00 AM: Welcome Networking Breakfast and Registration
- 9:00 AM: Kickoff and Opening Remarks Hazem Gamal, The SME Forum
- 9:30 AM: “Lessons from the Lockdown” Ignites/SME Forum research results Led by Loren Fox of MoneyMedia with Ken Burd of Principal, Austin Lewis of Janus Henderson, and Abhijeet Dalvi at Natixis
- 10:30 – Noon: Breakout Sessions:
QM1: Developing Next-Best-Action Capabilities: The tools, technologies and business processes that are enabling improved sales and marketing outreach
MB2: Fintech Advancements: Emerging solutions and capabilities for Asset Managers to consider and how they are helping address advisor and investor needs
OL3: Developing Next-Best-Action Capabilities: The tools, technologies and business processes that are enabling improved sales and marketing outreach
MA4: Institutional Breakout: Non-Retail use cases and best practices specifically aligned to institutional business lines and asset managers
- Noon: Networking Lunch with optional Topic Table discussions
- 1:30 PM: Solutions Showcase: “Enhance Growth and Retention Strategies” with Duncan MacDonald-Korth, CEO of AdvisorTarget, Alev Cieslinski, Chief Data Officer at 4U Platform and John Pumphrey, now with Salespage, moderated by Hazem Gamal, The SME Forum
- 2:30 -4:00PM: Breakout Sessions:
MB1: CRM: Anything but Salesforce! Learn what others are using and thinking about switching to as alternative solutions and configurations emerge
QM2: Organizational and Territory Design: How managers are reconsidering their structures and coverage in the post- pandemic work environment
MA3: Third Party Data: New use cases and ways to employ data packs, market share and other sources; Developing industry-standard data types
OL4: CRM: All things Salesforce! Linking multi orgs, hierarchies, marketing & CMS, new Lightning features and how we continue to build on SFDC
- 4:00 PM: Networking Break
- 4:30 PM: “Putting Your (Marketing) Dollars Where the Data Is”, a revealing Fireside Chat with Andrew Chesney, President (NA) of Fundamental Media hosted by Mark Browne, Senior Marketing Executive
- 5:30 PM: Reception and Dinner for all participants and guests
Wednesday, November 10
- 7:30 AM: Networking Breakfast
- 8:30 AM: “The Democratization of Tech” a Fireside Chat with George Marootian, CTO Natixis, hosted by Hazem Gamal, The SME Forum
- 9:15-10:45AM: Breakout Sessions:
OL1: Leveraging team information: Increasing access and emphasis on teams in driving better ways to engage with advisors more effectively
MA2: Small/Mid Asset Manager Breakout: Use cases and best practices specifically aligned to small and mid-size asset managers
MB3: User Onboarding and Training in a WFH World: Proven techniques to boost adoption and learning in a continuing remote world
QM4: Applying ML and AI Meaningfully: Evolving applications supporting Marketing & Distribution needs
- 10:45 AM: Networking Break
- 11:00 AM: “Success in the New World: The Next Generation of Digitally Enabled Distribution” discussion led by Bill Sheldon, MarketBridge with Michael Bicks of Virtus Partners and Sean Keller of Voya Distribution
- Noon: Networking Lunch with optional Topic Table discussions
- 1:00-2:30PM: Breakout Sessions:
QM1: Focus: ETF Business: Addressing particular Data, Marketing and Distribution needs of this increasingly dominant asset class
MB2: Information Privacy: GDPR, CCPA and the FTC’s emerging Consumer Online Privacy Rights Act continue to demand resources and threaten action
OL3: BD Data Packs and More!: Best practices for extracting value and combining with other internal and 3rd party data sets
QM4: Digital Enablement: Next gen uses cases that can be adopted; Impact on strategy and resourcing projects
- 2:45 PM: Solutions Showcase: “Enablement Architecture: View from the Inside Out” with Scott Kasper and Anthony Whitford, Olmstead Associates
- 3:30 PM: Closing Reception and Networking
- 5:00 PM: Forum Concludes and Departures
- 6:00 PM: Vendor Partner Dinners; Optional Dinners (meet in Lobby)
Thursday, November 11
- 8:00 AM – 12:00 PM: The SME Forum Leadership Council Breakfast and Meetings (By Invitation Only. Contact Hazem Gamal)
QM = Queen Mary MA = Michelangelo A Grand Ballroom = All mainstage sessions OL = Olympia MB = Michelangelo B Skyline Ballroom = All meals
The SME Forum, COO
In 2018 Hazem took over the SME Forum and focuses most of his efforts there. Since its founding more than 15 years ago, The Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.
As one of the original members, he has been a continual driver of the Forum’s growth and maturity since its inception in 2003. Initially the senior representative for OppenheimerFunds, he grew to be a leader in the development of the CRM Forum, providing guidance, mentorship, facilitation and participation in various aspect of the organization’s events over the years. Hazem took over ownership and primary responsibilities for running the organization in 2018. He also continues to provide consulting services to the industry under his Thoth Advisory Services organization.
Prior to the Forum, Hazem spent more than fifteen years at OppenheimerFunds in several different roles, always as a proven change agent to help define and implement appropriate and necessary improvements to propel the business. He worked most closely with the sales and marketing divisions directing their technology needs and adoption, onboarding third-party services, in addition to portfolios such as data management, reporting and analytics, business continuity and disaster recovery, among other responsibilities.
Ignites Research, Director of Research
Loren is the Director of Ignites Research, a Financial Times unit offering business intelligence on the asset management business.
Previously, he was a senior research analyst at Strategic Insight, producing market intelligence on the mutual fund industry. Prior to that, Loren was a business journalist for many years, having worked at Institutional Investor, Business 2.0, and other publications, and he is the author of the book Enron: The Rise and Fall (2002).
As an industry expert, Loren has spoken at numerous conferences and has been quoted in The Wall Street Journal, The New York Times, and other publications. He earned his BA from Johns Hopkins University and his MS from Columbia University.
Principal Global Investors Head of Digital Enablement & Analytics
Ken joined Principal Global Investors in September 2019 as part of the build out of their business intelligence and analytics team. Recently, Ken was named the Head of Digital Enablement and Analytics, which is the combination of the BI and Analytics, Digital Marketing, CRM, Marketing Automation, and Sales Enablement teams. This new organization supports the US Retail, US Institutional, and International distribution and marketing teams. Before Principal, Ken spent 8 years at Macquarie Investment Management (formerly Delaware Investments) where he led the Distribution Intelligence and Sales Enablement (DISE) team. Before forming the DISE team, Ken managed the internal and hybrid sales teams. Ken spent time at three other asset managers over his 20-year career, including Fidelity Investments, Evergreen Investments (Wells Fargo Asset Mgmt.) and Oppenheimerfunds (now Invesco). At these firms he held various sales and sales management positions.
Ken is originally from Hershey, Pennsylvania and earned his bachelor’s degree from The Pennsylvania State University. He earned an MBA from Fairleigh Dickinson University and is currently completing a Doctoral program at Capella University, specializing in Strategy and Innovation. The title of his dissertation is Business Model Innovation During a Time of Disruption in the U.S. Asset Management industry. Ken lives in Chatham, New Jersey with his wife and 17-year-old son.
Natixis Investment Manager, Senior Vice President
Abhijeet is responsible for overseeing application development and technical business solutions, across all business units at Natixis.
He is a solution-oriented technologist, providing technical strategy in delivering efficient, customer centric and value-driven solution. He has a proven leadership experience, ranging from evaluating technology to building solutions for both internal and external partner clients. In the past, he has worked with multiple clients and organization in various industries, delivering value added solutions.
Abhijeet also holds a Master’s degree in Computer Science from Boston University.
AdvisorTarget, Founder and CEO
Duncan leads AdvisorTarget’s data efforts and focuses specifically on how to solve client problems with behavioral data solutions. He blends his unique mix of finance experience and behavioral science training to create distribution alpha for asset managers.
Prior to AdvisorTarget, Duncan worked at Morgan Stanley and Merrill Lynch in equity research and sales-trading. Duncan has a BA in Anthropology from the University of Oregon, an MPhil in Social Anthropology from the University of Oxford, and a PhD (DPhil) in Anthropology (2022) from the University of Oxford.
4U Platform LLC., Chief Data Officer
Alev is a growth–focused marketing and analytics leader with a career built around helping organizations leverage data and automation to enhance performance, drive growth and retain customers. Throughout her career, she’s built the infrastructure, processes, capabilities and teams that enable industry leading organizations to acquire and more deeply engage audiences to drive notable growth.
Areas of specialization include: marketing analytics and data science, direct marketing strategy, project and campaign management, marketing automation, sales enablement, segmentation and product strategy.
Alev holds a PhD in economics from SUNY – Binghamton.
SalesPage Technologies, Director of Sales Enablement Solutions
John is responsible for the strategic direction, vision, and growth of two SalesPage data management products, Advisor Atlas team data, and LumaSuite managed data service.
John brings over 25 years of experience in the investment management industry. He literally grew up at Eaton Vance, starting as an intern at age 18. John has worked in various sales roles throughout his career on the sales desk, as a manager and a trainer. Over the last 10 years, John’s work at Eaton Vance focused primarily on sales data and analytics, as well as CRM development. This focus on data and technology solutions, in addition to John’s exceptional relationship management skills, is what prompted John to make his recent move to SalesPage and is what makes John a true expert in the growing field of investment management data analytics.
John is a graduate of Fairfield University with a B.S. degree in Business Administration. John’s appetite for life is evident in both his professional and personal endeavors. He and his wife are avid travelers, especially enjoying time in the Dominican Republic, and John is a well-known partner with animal charities in his local community.
Fundamental Media, President, North America
Andrew has spent the last 10 years at Fundamental Media, working across London, Dubai and Hong Kong offices before moving to the US in 2015 to set up Fundamental Media in Boston.
As President of North America he has been integral to the growth and management of a multi-million dollar business working with leading global asset management brands.
Prior to Fundamental he co-owned a specialist fund management publisher and held a number of senior management positions at leading media companies.
Senior Marketing Executive and Consultant
Mark is a senior Marketing Executive with deep international experience in the asset management industry, having worked in financial services across North America, the United Kingdom and Europe and South Africa. He has held senior Marketing positions at Invesco, Bank of New York Mellon Asset Management and J.P. Morgan Asset Management here in the US and Morgan Stanley and Consensus, a Property Investment and Venture Capital firm in London. Prior to that, Mark cut his teeth in the Asset Management Industry in South Africa, working for Investec Asset Management (now 91 Asset Management).
Mark currently consults to Asset Management and Fintech start-ups on the setting and execution of digital, data-driven marketing approaches to build brand, generate demand and drive sustainable long-term revenue growth. Mark attended the University of South Africa and holds a post-graduate degree in Advanced Finance and International Business Strategy.
Natixis Investment Managers, Executive Vice President and Head of Technology for US Distribution
Joining Natixis in 2014, George has an extensive background in delivering digital solutions to drive opportunities and mitigate operational risk across business lines.
As an agent of digital transformation, George’s deep experience in the design and execution of technology solutions has resulted in innovative solutions in a very cost-efficient approach.
Current Natixis focus areas include; Digital Workers, Hybrid Cloud, Robotic Process Automation (RPA), data democratization and leverage of open source.
MarketBridge, Senior Vice President, Financial Services Practice
With over 20+ years working with financial services clients, Bill knows the most effective data–driven sales and marketing approaches for banking and investment clients.
Prior to rejoining MarketBridge, Bill was the Chief Solutions Officer atAngossSoftware, with overall responsibility for the design, development and deployment of predictive analytic solutions within major financial services accounts, including; Great West, MetLife, Oppenheimer, Allianz, and Alliance Bernstein among others. Recently Bill has been helping investment firms navigate the changing distribution landscape and align sales and marketing teams in digitally focused initiatives.
Virtus Investment Partners, Managing Director, Head of Distribution Intelligence
Michael is an executive with broad experience in asset management and data analytics. Recognized as an expert in the areas of data strategy, he currently serves as Managing Director, Head of Distribution Intelligence at Virtus Investment Partners.
Prior to joining Virtus, Mr. Bicks was Director, Head of Analytics at Allianz Global Investors where he led digital transformation initiatives for the US Distribution groups. At WisdomTree Investments, he pioneered a predictive analytics platform featuring IBM Watson AI.Over the course of his career, Mr. Bicks has successfully developed and led large data integration projects, creating executional upside for sales and marketing teams.
Mr. Bicks holds a Bachelor of Science in MSIS and International Business from Pennsylvania State University and an MBA from the Robert Emmett McDonough School of Business at Georgetown University.
Voya Investment Management, Head of Digital Solutions
Sean Keller is a senior vice president and head of digital solutions for Voya Investment Management, responsible for overseeing the firm’s marketing technologies, digital execution and business intelligence capabilities. Prior to joining Voya, he was a vice president with OppenheimerFunds. Sean began his career with Yankelovich Partners, where he was responsible for designing and executing the firm’s strategic market research.
Sean earned a BA from the University of Richmond. He holds the FINRA Series 7 license.
Olmstead Associates, Manager of Client Engagement Practice
Scott joined Olmstead in May 2021 and focuses on engaging Olmstead clients about their business operations, sales enablement tools, information management, and improving user adoption. Scott has 29 years of experience in the mutual fund distribution industry. He held roles at American Century that focused on sales and product management. While with Ivy Investments, Scott supported sales operations through efficient management of several sales enablement systems and business information management.
Scott is a Kansas City native and graduate of Truman State University and Rockhurst University. In his free time, Scott is an active leader for the Boy Scouts of America and a professional musician. Scott and his wife have raised three children who are also musically inclined.
Olmstead Associates, Managing Director
Anthony leads Olmstead’s efforts to empower data-driven asset managers. He is an accomplished technologist with 20 years of driving technology and data initiatives for large and small asset managers.
He was Head of IT Common Services at Western Asset, where among other responsibilities, he enhanced the firm’s data architecture and developed its cloud strategy, leveraging data virtualization, Snowflake cloud data warehouse, a data science platform, and data lakes. Anthony was CTO at Fischer Francis Trees & Watts (now BNP Paribas Asset Management), where he built a sophisticated global investment management platform that elicited digital transformation across the firm.
At his core, Anthony is a software and data architect/engineer driven to enable asset manager innovation and agility. He is a problem solver who delivers and moves the needle.
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation…
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation. We use state-of-the-art technologies, including Microsoft Dynamics 365, Azure cloud platform, and our unique, industry-specific solutions, along with expert cloud services, business process consulting, and custom application development to help you get to where you want to be.
Ready to pave the way to innovation? Whatever you’re ready for, we have the people, experience and solutions to make it happen.
Learn More: https://us.hso.com/
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…
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.
Learn More: www.broadridge.com
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. …
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.
Learn More: www.eVestment.com
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…
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.
Learn More: http://forwardlane.com/
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…
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/
Learn More: https://heydan.ai/civicom/
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…
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.
Learn More: https://www.huronconsultinggroup.com/
Institutional Shareholder Services
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers…
Institutional Shareholder Services (ISS)
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business.
Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and reliable executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI group includes the industry-leading data platforms Simfund, BrightScope, Local Market Share, and Financial Clarity, as well a full collection of global research and analytic services including Investor Economics, Market Metrics, and Plan for Life.
Learn More: https://www.issgovernance.com/si-joins-iss/
MarketBridge is the leading provider of rapidly scalable, innovative go-to-market solutions for Marketing, Sales and CX leaders. With over 25+ years working with financial services clients, we know effective data-driven distribution approaches for investment clients…
MarketBridge is the leading provider of rapidly scalable, innovative go-to-market solutions for Marketing, Sales and CX leaders. With over 25+ years working with financial services clients, we know effective data-driven distribution approaches for investment clients. Our unique approach, Go-to-Market Science, uses analytics, insight, and data to help investment firms navigate a competitive landscape and align sales and marketing teams in digitally focused initiatives.
Learn More: https://market-bridge.com
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…
Meritus Business Solutions
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.
Learn More: https://www.meritusbusinesssolutions.com/
Olmstead is a data-centric consulting firm with an exclusive focus on the asset management industry. We provide consulting expertise to help with operational transformation and sales enablement solutions. We have the data management expertise that makes all those solutions play nicely together…
Olmstead is a data-centric consulting firm with an exclusive focus on the asset management industry. We provide consulting expertise to help with operational transformation and sales enablement solutions. We have the data management expertise that makes all those solutions play nicely together.
Our experience is deep and includes sales and marketing enablement, client reporting and communications, CRM, distribution & customer intelligence, and digital/web projects. Our Operations, Technology, and Data experts, along with proven methodologies and leading-edge tools help our clients make better decisions and lower project risk.
Olmstead is also the only certified Seismic implementation and development partner. Our focus on the asset management industry allows us to deliver best practices and develop industry-specific solutions based on practical use cases. We have a deep understanding of how the Seismic solution can integrate with your suite of distribution solutions and deliver the full value of the tool.
Data Lifecycle Management
Modern Data Strategies
If these ideas resonate with you, please contact Scott Kasper. Scott is a 15-year member of the SME Forum and recently joined Olmstead. Please visit the Olmstead website for additional information about our practice and blog entries about many of these topics.
Learn More https://www.olmst.com/
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…
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.
Learn More: https://www.salespage.com/
DST Systems / SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the…
DST Systems / SS&C Techologies
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.
Learn More: www.ssctech.com
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…
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.
Winner of Best Use of Data at the Investment Week Innovation Awards 2020 and a FinTech Start-Up award at the Digital Client Engagement Summit 2019, XALT currently supports global Asset Managers with over $4tn of assets across 15 countries and 5 continents, transforming sales teams so they have greater insights, can go further for their clients, and deliver asset growth.
XALT delivers three core benefits to global Asset Managers:
1. Deeper sales intelligence – providing the technology to unite all relevant data to generate timely and relevant insights.
2. Stronger client experience – enabling more personalised, digital-first client-specific communications before sales opportunities are missed.
3. Better business results – delivering data-led insights that help maximise impact on asset retention and growth.
XALT helps its clients stand out from the crowd and achieve profitable growth through a combination of technology and human insights powered by deep industry expertise and data knowledge.
XALT is a PureGroup application. PureGroup is a UK-based financial technology business focused on empowering global Asset Managers to grow assets, increase profitability, and become tomorrow’s leaders.
PureGroup was established in 2013, has its HQ in London, and development centres in Portugal and Lithuania.