2022 Spring Forum

Marketing Innovation as a Digital Multiplier

 

Atlanta

October, 2022

 

Welcome to Southern California!

 

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!

Helpful Numbers During Your Stay

Upcoming SME Forum Events

  • 2022 Global Forum, London, UK

June 15 – 16, 2022 (Confirmed)

  • 2022 Fall Forum, Atlanta, GA

October 2022 (TBC)

2022 Spring Forum:  By The Numbers

Attendees

Firms

Sessions

Speakers

Agenda

Monday, April 4

 

  • All Day:   Arrivals and Check-in 
  • Optional:   Golf, Tennis, Newport Beach Excursions (on own)
  • 6:00 PM:   Vendor Partner Dinners; Optional Dinners open to all (meet in Lobby)

 

Tuesday, April 5

 

  • 6:30 AM:   Optional: Jog, Run, Tennis, Yoga (Amphitheatre)
  • 8:00 AM:   Registration and Welcome Networking Breakfast (Plaza Arbor)
  • 9:00 AM:   Kickoff and Opening Remarks with Hazem Gamal, COO of The SME Forum
  • 9:30 AM:   Insights: Hidden Pockets! Industry perspectives with Matthew Schiffman (Broadridge)
  • 10:30 AM:   Breakout Sessions :

 

S1PAC:   In-source vs out-source in a hybrid world:   It’s never easy to discern when it might be best to in-source or out-source any given effort when there are so many considerations.

S2PL2:   Launching “Next Best Action” programs: Which tools, technologies and business processes are enabling improved sales and marketing outreach through the identification of next best actions

S3PL3:   What NOT to include in your CRM: As our CRM platforms continue to mature, we often add new data points, dashboards, views and other helpful capabilities, but we aren’t as focused on what we can remove or reposition to help improve user experiences

S4PAT:    Ingesting portfolio information with marketing solutions: As the asset management industry continues to institutionalize itself in many ways, an increasing focus on financial product performance is becoming requisite for marketing and service teams alike

  • Noon:   Networking Lunch with optional Topic Table discussions (Plaza Arbor)
  • 1:30 PM:   Maximizing Sales Alignment and Territory Design panel led by Matt Fronczke (SS&C) with Leah Mullen (Putnam), Gabe Parras (Thornburg), Hailing Xu (Capital Group), Jeff Mehi (Franklin Templeton)
  •  2:30PM:   2-Hour Workshops :

 

S5PAC:  Use cases with the SME Member Tools Inventory: The SME Forum maintains a comprehensive inventory of the tools, technologies, services and capabilities used by its member firms. How are firms using this to their advantage and what are ways we can make this even more valuable to you

S6PL2:  Next Best Action” best practices exchange: A working session to codify best practices and approaches for organizations with more mature NBA programs in place already

S7PL3:  Achieving common sales activity and digital metrics workshop: Interest among the SME Forum members is the ability to benchmark across organizations the efficacy of their traditional (vs. digital) activities but also to build a common consortium to share digital engagement from across the industry

S8PAT:  Segmentation for territory and organizational design: Long a perennial exercise, territory development and the organizational implications that come with it are becoming increasingly complex, but they are also being requested more frequently. What are the key data points, techniques and scenarios to achieve optimal designs

 

  • 4:30 PM:   No Cookies: a revealing Fireside Chat with Jonathan Wang, CTO, VanEck
  • 5:30 PM:  “California Dreamin” Reception and Dinner for all participants and guests (Amphitheatre)

 

Wednesday, April 6

 

  • 6:30 AM:   Optional: Jog, Run, Tennis, Yoga (Amphitheatre)
  • 7:30 AM:   Networking Breakfast (Plaza Arbor)
  • 8:30 AM:   Leveraging CDPs to Deepen Client Engagement with Marianne Hewitt (Growth Strategy Group) & David Raab (CDP Institute)
  • 9:15 AM:    Breakout Sessions:

 

S9PL2:  Real world AI/ML usage in asset management: Augmented Intelligence and Machine Learning are moving deeper and more prevalently into asset management operations and enablement capabilities in meaningful ways

S10PL3: Emerging applications for team intelligence: Advisor Team information is becoming both ubiquitous and increasingly important in driving meaningful relationships for both sales and marketing efforts with a growing number of sources and services dedicated to it

S11PAC:  Accommodating variety within global organizations: Whether you have global responsibilities or find yourself having to accommodate differences across regions, managing the complexities of international operations is tricky and becoming more the norm

S12PAT:  Value of CDP platforms in Asset Management: As a continuation of the plenary CDP presentation, this is an opportunity to share and dive into the client data platform landscape being adopted by asset managers more thoroughly

 

 

  • 10:45 AM:   Networking Break (Plaza Arbor)
  • 11:15AM:    Talent Wars from the Front Lines of Asset Management with Hari Krishnaswami and Kevin McKeon (Ridgeway Partners)
  • Noon:         Networking Lunch with optional Topic Table discussions (Plaza Arbor)
  •  1:30 PM:   Breakout Sessions :

 

S13PL2:  Building next-gen digital distribution capabilities: Propelled by the pandemic, investment in digital capabilities for both Sales and Marketing have put attention on the many effective ways that asset managers are engaging with their advisors.  We are in the moment of planning for and rolling out these programs now

S14PAC:  Improving talent engagement and retention: Qualified talent in asset management has always been a scarce commodity and the “great awakening” driven by the pandemic has put increased pressure on improving talent retention, engagement and recruiting.  How are you nurturing and attracting the right resources to meet your needs?

S15PAT:  Capturing digital metrics in a no cookie world: A significant shift in firms’ ability to capture both discrete and general user behavior on digital platforms is being challenged by increasing data privacy and stronger subscription management requirements.  How can we report on and measure ROI when the data is so elusive?

S16PL3:  Considerations for emerging non-MF products: With the proliferation of alternatives and new non-mutual fund products entering the industry, this is requiring very different data sets, reporting needs, marketing and client engagement considerations than traditional products and services.

 

  • 3:00 PM:   Concluding session and participant panel led by Hazem Gamal, COO of The SME Forum
  • 3:30 PM:   Closing Reception and Networking (Pacific Patio)
  • 5:00 PM:   Forum Concludes and Departures
  • 6:00 PM:   Vendor Partner Dinners; Optional Dinners open to all (meet in Lobby)

 

Thursday, April 7

 

  • 8:00 AM – 12:00 PM:    The SME Forum Leadership Council Breakfast and Meetings (By Invitation Only.  Contact Hazem Gamal)

 

Session Room Assignments:

PL2 = Plaza II,   PL3 = Plaza III,   PAT= Patio Room,   PAC = Pacific Room

Speaker & Panelist Biographies

Matthew Schiffman

Matthew Schiffman

Atom Analytics, Founding Partner and Principal

 

Matt is a Founding Partner and Principal of Atom Analytics, now part of the Broadridge Data & Analytics group. He has more than three decades of financial services industry experience in sales, marketing and financial product development.

Matt cofounded Atom Analytics in January 2018 to help financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. At Atom Analytics, he leverages his distribution experience to partner with clients on connecting strategy to execution. This is accomplished through the integration of a client’s strategic goals with advanced analytics that inform the customer journey. Matt’s specializes in helping clients visualize how best to deploy their resources in an integrated manner that deepens existing and future relationships while improving performance.

Prior to starting Atom Analytics, Matt served as Legg Mason’s first Global Head of Marketing where he was responsible for the global distribution group’s marketing strategy and execution, global brand development, thought leadership, practice management and e-business. He also oversaw the firm’s marketing to defined contribution, insurance and other platform and product manufacturers, led the learning and development team, was a member of the firm’s Operating Committee and served as a company spokesperson appearing on CNBC and in industry trade media. Previously Matt was head of retail distribution for the Americas at Legg Mason. Prior to that position, Matt was the national sales manager at Lincoln Financial Group and director of sales and marketing for Prudential Annuities.

He has a bachelor’s degree in economics from Franklin and Marshall College. California.

Matthew Fronczke

Matthew Fronczke

SS&C, Senior Director

 

Matthew Fronczke is the Sr. Director, Strategic Business Consulting and Head of the Research and Consulting team for SS&C Research, Analytics and Consulting. As a subject matter expert in distribution strategy, product strategy and business analytics Matt is top contributor to the organization’s thought-leadership and a leading resource on distribution related consulting engagements.

As the Head of Research and Consulting, Matt is responsible for managing key relationships, the development of research/though leadership and the execution of consulting engagements. Matt also has primary coverage of top asset manager relationships as the Principle Consultant on the SS&C WalletShare the Distribution Intelligence Platform.

Matt graduated from Georgetown University, with a degree in Economics and holds an MBA from Webster Graduate School, Regents College (London, UK) concentrating in finance. Prior to his work at SS&C, Matt spent almost 8 years with Franklin Templeton in both distribution and product strategy related role

Jeff Mehi

Jeff Mehi

Franklin Templeton, Director, Distribution Intelligence

 

Jeff joined Franklin Templeton in February of 2022 as Director of Distribution Intelligence focusing on strategy and business analytics across the global distribution team. 

Previously, he spent 13.5 years at PIMCO Investments working in various operating and strategy roles.  Jeff specializes in industry and third-party data packs alongside data, sales coverage, and segmentation models.  Overall, he has 17 years of experience in the asset management space, lives in Austin, TX with his wife and baby daughter. 

Jeff has his undergraduate degree in Finance from the Haworth College of Business at Western Michigan University. 

Leah J. Mullen, CIMA®

Leah J. Mullen, CIMA®

Putnam Retail Management, Director, Retail Strategy and Analytics

 

Ms. Mullen is Director of Retail Strategy and Analytics for Putnam Retail Management (PRM). She works in partnership with Digital Technology, Global Business Intelligence, Global Investment Strategies, Marketing, Sales Enablement, and the PRM Leadership team to drive strategic planning of data and technology initiatives within Distribution. These initiatives include client segmentation, lead generation, sales and marketing automation, and customer relationship management strategy. Previously at Putnam, Ms. Mullen served as a Relationship Manager and a Regional Marketing Associate and in Dealer Marketing. She has been in the investment industry since she joined Putnam in 2007. Ms. Mullen holds her Series 6, 7, 24, and 63 licenses with FINRA.

Education Northeastern University, B.S., Business Administration, Marketing

Gabriel Parras, CFA

Gabriel Parras, CFA

Thornburg Investment Management, Distribution and Marketing Data Intelligence Team

 

Gabriel currently manages the Distribution and Marketing Data Intelligence Team at Thornburg Investment Management in Santa Fe, New Mexico.

Gabriel graduated with a BS in Biology from the United States Military Academy, and then went on to obtain both an MS in Electrical Engineering and an MBA at the University of New Mexico. He started his career at Thornburg five years ago as a BI Developer and Data Analyst and began managing the Data Intelligence Team three years ago. Gabriel and his team work closely with Thornburg’s Distribution and Marketing teams, providing data and insights to efficiently drive brand awareness, product interest, flows, and ultimately AUM to the firm.

Hailing Xu

Hailing Xu

Capital Group, Head of Market Intelligence for North America Client Group

 

Hailing is responsible for researching, developing, acquiring, and applying 3PD, firm data packs, and other industry data/research/services to enable and accelerate the distribution of all Capital Group’s financial products and services across channels and business lines.

As a seasoned data analytics leader with 20 years of experiences across technology and financial services, Hailing is known for being a problem solver, a SME in business critical data/system/process, and a practical leader to establish and operate data driven solution and processes for distribution enablement with a cross functional team including vendor partners.  Most recently, Hailing has served as the data analytics lead for the Go-to-Market of Capital’s first set of ETFs in history while he continues to lead data analytics efforts in other growth markets for Capital such as Canada and Private Client Services. Before that, Hailing has led BI reporting, Data and Digital projects/programs, and BI technologies at Capital group.

Hailing holds an MBA from the University of Illinois Urbana Champaign, specializing in Business Analytics, Strategy, and Digital Marketing, and a Bachelor of Science degree in Electrical Engineering and Computer Science from the University of California at Berkeley.  He is based at Capital Group’s regional office in Irvine, California.

Jonathan Wang

Jonathan Wang

Van Eck, CTO

 

Jonathan Wang is the Chief Technology Officer at VanEck Associates, a global asset manager with offices in US, Europe, Australia and China. Before joining VanEck, Mr. Wang was a partner and Chief Technology Officer at Antecapio LLC, a multi-strategy hedge fund in New York.

Mr. Wang holds a MS in Computer Science from Yale University, and MBA in Finance from New York University.

Marianne Hewitt

Marianne Hewitt

The Growth Strategy Group, Principal

 

Marianne is a recognized thought leader in digital marketing trends and an implementer of marketing programs, practices and organizations. Her career includes Fortune 100 manufacturing, insurance and high tech positions in marketing, sales and IT. Ms. Hewitt is a member of and blogs for the CDP Institute.

David Raab

David Raab

The CDP Institute, Founder

 

David M. Raab is founder and CEO of the Customer Data Platform Institute www.cdpinstitute.org, a vendor-neutral organization with over 10,000 members, which educates marketers and technologists about customer data management. Mr. Raab named the Customer Data Platform category in 2013.

Mr. Raab has a long history as an independent consultant helping marketers to understand, find and deploy marketing technologies and vendors. His clients include Global 2000 firms in retail, financial services, telecommunications, publishing, technology, and other industries. He began his career as a marketer in publishing and continuities.

Mr. Raab holds a bachelor’s degree from Columbia University and MBA from the Harvard Business School. He has written hundreds of articles and blog posts on marketing technology and regularly speaks and teaches at events around the world.

Hari Krishnaswami

Hari Krishnaswami

Ridgeway Partners, Managing Director

 

Hari serves as Managing Director in our New York office as part of our Asset and Wealth Management, Financial Services and Fintech practices. He brings over 15 years of experience with prestigious financial institutions and top management consulting firms and startups to place senior executives in distribution, marketing, product, and investment roles.

In his most recent role as Principal for ISS Market Intelligence, Hari built trusting relationships, delivered actionable market insights and provided astute guidance to senior leaders. Prior to that, Hari served clients in an advisory capacity in roles with Deloitte Consulting and SS&C.

He brings a wealth of experience and knowledge on competitive positioning, product strategy, digital strategy, compensation, staffing and advisor satisfaction. Through Hari’s breadth of personal and professional experience, he has cultivated strong market knowledge, environmental adaptability, intellectual flexibility, and a keen eye for identifying and placing talent.

Hari earned a BS from Binghamton University, as well as a diploma in theater from Drama Studio London.

Kevin McKeon

Kevin McKeon

Ridgeway Partners, Partner

 

Kevin leads Ridgeway’s Asset and Wealth Management Practice and has over 20 years of professional search experience dedicated to the asset management industry.

Previously, Kevin was a Consultant for the asset management practices of Heidrick & Struggles and Sheffield Haworth and was Chief of Staff for Fidelity Institutional Asset Management from 2005 to 2011. In this role, he was responsible for strategic planning, talent and compensation strategy for the institutional asset management business of Fidelity.

Kevin has successfully worked with clients to recruit senior leadership professionals including chief executive officers, chief investment officers, and heads of global distribution. Additionally, he has helped clients hire for portfolio managers, research analysts, sales, consultant relations, marketing, and product development professionals across retail, intermediary and institutional distribution channels. His clients include traditional asset managers, wealth management firms, hedge funds, and private equity firms.

Kevin received his Bachelor of Arts from Boston College.

Mario Gallato

Mario Gallato

MGallotto Consulting LLC., President

 

Mario is the founder of a boutique consulting firm MGallotto Consulting LLC. Mario is guiding Asset Managers to leverage their existing data and maximizing sales and marketing distribution and analytics processes. He has over thirty years of experience in Financial Services having held Head of Business Intelligence positions at both State Street Global Advisors and John Hancock. In these roles he has overseen reporting, analytics, and CRM data teams. Mario is always striving to use data and technology that will give clients a competitive advantage.

Mario received a Bachelor’s degree in Finance from Suffolk University in Boston, Massachusetts in 1985 and his Executive Masters in Business Administration (EMBA) in 1996.

Mario enjoys spending time with his family and friends, playing basketball, golf, and traveling.   He has  been married to his wife Mary for over 20 years and they have three children: Michael, Ana, and Marissa

Inder Chhatwal

Inder Chhatwal

The SME Forum

 

Inderjit S Chhatwal is a veteran of the Asset Management and Technology domains, with over 30 years of experience in IT, of which about two-third has been in managing IT efforts for Asset/Wealth Management. Inderjit’s broad and deep understanding of mutual funds distribution business, related technologies and data affords him to lend a unique blend of both business and technology perspectives.

Inderjit managed multiple technology teams working on various CRM and data efforts for the Sales and Distribution business line for Oppenheimer Funds, with overall responsibility from inception to adoption. His keen interest in latest technology trends brought Design Thinking approach to Oppenheimer as well as utilization of data science for predictive modeling. Prior to Oppenheimer, Inderjit was leading the Distribution Technology team supporting sales and marketing efforts at Allianz Global Investors.  

Heiko Milner

Heiko Milner

Product & Strategy Executive

 

Heiko Mildner is a Product & Strategy Executive and CFA charterholder with more than 17 years experience in the Asset Management industry, and previously attended the SME forum while heading the Business Management & Strategy function for AllianzGI in the US. He ran numerous functions within the Asset Management industry, including Product, Business Management, Strategy, Corporate Development, Executive Office. Some of his greatest achievements are the launch of over 50 innovative products, the integration of multiple legacy investment boutiques into one firm, and the leadership of the organizational redesign project creating two broker/dealers out of one when splitting PIMCO from AllianzGI US retail distribution.

Heiko is currently in career transition and aspires to become CFO or COO for a small or medium sized asset management, fintech, or technology company. He is known for hiring great people, learning quickly, and for solving hard problems. Heiko is great at working across cultures, personalities, and seniority levels, Outside of work, Heiko is interested in skiing, backpacking, cosmology and digital assets.

Hazem Gamal

Hazem Gamal

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.

Solutions Providers

HSO/AKA

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… 

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HSO/AKA

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

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… 

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Broadridge

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

eVestment

The Source for Institutional Intelligence

 eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. … 

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eVestment

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

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…

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ForwardLane

ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking.
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Hey Dan

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Hey DAN

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/

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…

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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/

Kyloe

Kyloe is a software provider with an exclusive focus on Salesforce solutions for Asset Managers. Kyloe’s offerings include end-to-end Salesforce overlays and modules for Institutional and Intermediary Distribution Sales and Marketing, as well as pre-built Salesforce integrations… 

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Kyloe

Kyloe is a software provider with an exclusive focus on Salesforce solutions for Asset Managers.

Kyloe’s offerings include end-to-end Salesforce overlays and modules for Institutional and Intermediary Distribution Sales and Marketing, as well as pre-built Salesforce integrations for many of the leading data providers servicing the Asset Management Industry. Our team has been delivering Salesforce solutions since 2004 for many of Salesforce’s leading financial services clients.

 

Learn More:  www.kyloe.digital

 

 

MarketBridge

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…

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MarketBridge

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…

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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 Associates

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…

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Olmstead Associates

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.

 

Seismic

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.

Salesforce

Seismic

Marketo

PowerBI

Tableau

Solution Architecture

Data Lifecycle Management

Data Warehouse

Data Governance

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/

SalesPage

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SalesPage

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/

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…

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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.

 

Learn More:  www.ssctech.com

Synthesis

Synthesis helps investment companies go-to-market at scale, using our data-first approach to automation. For more than 20 years, we’ve helped investment companies reduce the time and costs associated with producing sales and marketing content like fact…

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Synthesis

Synthesis helps investment companies go-to-market at scale, using our data-first approach to automation. 

For more than 20 years, we’ve helped investment companies reduce the time and costs associated with producing sales and marketing content like fact sheets, commentaries, pitchbooks, and websites. By leveraging our data and content automation platform, marketers dramatically improve operational efficiency and speed-to-market of data-driven investor communications.

 

Learn More:  https://www.synthesistechnology.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…

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XALT

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.

Website:  https://xalt.io/