2023 Spring Forum

Rethinking Sales & Marketing Collaboration for Results

 

Scottsdale, Arizona

April 18 – 19, 2023

 

Welcome to Scottsdale!

 

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

Spring SME Forum

April 2023, Date & Location TBC

Global SME Forum

June 2023, London, England

Fall SME Forum

October 2023, Date & Location TBC

2022 Fall Forum:  By The Numbers

Attendees

Firms

Sessions

Speakers

 

 

 

 

 

Agenda

Download Session Descriptions  (pdf)

 

Monday, April 17

 

All Day:   Arrivals and Check-in (Preferred rates available April 15-22)

Optional: Golf, Tennis, area Excursions

5:00 PM:  Welcome Reception/Wine Tasting hosted by RevenueGrid

6:30 PM:  Optional Dinners open to all (meet in Lobby)

 

 

Tuesday, April 18

 

7:30 AM:   Optional: Jog, Run, Tennis

8:30 AM:   Registration and Networking Hot Breakfast Buffet

9:15 AM:   Kickoff and Opening Remarks  Hazem Gamal, COO, SME Forum

 9:45 AM:   How Marketing can Lead Distribution, Bill Finnegan

 10:30 AM:   Breakout Sessions:

Session 1:              Rightsizing your CRM Platform

Session 2:              Building Next-Gen Segmentation Capabilities

Session 3:              Achieving Data Science Enlightenment

Session 4:              Third-Party, B/D and Proprietary Data Integration

Noon:   Networking Sit Down Lunch with optional Partner/Topic Table discussions 

 1:30 PM:  Data & Analytics Portfolio Management, Julie Burroughs and Mike Lampa

 2:30 PM:   Breakout Sessions:

Session 5:              Growing the Sales Activity Benchmarking Consortium

Session 6:              Leveraging Team and Buyer Unit Intelligence

Session 7:              Using Behavior Driven Design for Requirements

Session 8:              No Handoffs from Marketing, But Maybe Handovers…

4:00 PM:   Asset Management Jeopardy led by Dan Sondhelm

5:00 PM:    Reception followed by Sit Down Dinner for all participants and guests (Onsite)

 

Wednesday, April 19

 

6:30 AM:   Optional: Jog, Run, Tennis

7:30 AM:   Networking Hot Breakfast Buffet

8:30 AM:   Notes From the Field: How Sales & Marketing are Evolving

9:30 AM:    Breakout Sessions:

Session 9:             Case Study: Driving Meaningful Activity Between Sales/Marketing

Session 10:            Pursuing the Growing Private Wealth Channel

Session 11:           Emerging Applications of ChatGPT and AI-driven Content

Session 12:           Opportunity Pipeline Management  for Institutional Sales

11:00 AM:   Networking Break

11:15 AM:    Stop the Leakage! A Collaborative Approach, Ryan Porter

Noon:   Networking Sit Down Lunch with optional Partner/Topic Table discussions

1:30 PM:   Breakout Sessions:

Session 13:            Using Complex Signals for Next Best Actions

Session 14:            Developing Marketing and Digital Activity Standards

Session 15:           Salesforce.com in Asset Management Working Session

Session 16:            New Projects without New Funding

3:00 PM:   Concluding General Session Hazem Gamal, COO, SME Forum

3:30 PM:   Closing Reception and Networking

5:00 PM:   Forum Concludes and Departures

6:30 PM:   Optional Dinners open to all (meet in Lobby)

 

Thursday, April 20 SME Leadership Council

 

8:00 AM:   Leadership Council Breakfast

8:30 AM:   Leadership Council Meetings

11:00 AM:   Meeting Concludes and Departures

 

     

     

    Speaker & Panelist Biographies

    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.

    Tim Kresl

    Tim Kresl

    Principal of Distribution Insight at Broadridge

     

    Tim Kresl is a Principal of the Distribution Insight team at Broadridge. Tim has spent his career partnering with leading financial services providers to help translate data and research into meaningful actions that improve business outcomes.

    Tim co-founded Atom Analytics in January 2018 with the goal of helping financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. In July 2018 Atom Analytics joined Broadridge as part of the Data & Analytics group. Broadridge’s new Distribution Insight team now combines in-depth interviews with key stakeholders, an unmatched distribution dataset, cutting-edge data science techniques, and their unique view of the customer landscape with clients’ business goals and data to create bespoke segmentation strategies and client journey maps.

    Prior to starting Atom Analytics, Tim was a Principal of Market Metrics and subsequently a Strategic Advisor to Strategic Insight. In these roles he became a recognized leader in the industry for utilizing data to drive distribution effectiveness. He has worked with a range of asset managers to design sales territories, develop optimal rotations, implement data-based solutions, and train end users to drive adoption.

    In addition, Tim has worked extensively with senior managers to develop management tools that measure the effectiveness, productivity, and improvement of their distribution organizations. Tim completed his undergraduate studies at the University of Vermont, graduating with a Bachelor of Science in Business Administration.

    Scott Kasper

    Scott Kasper

    Olmstead Associates, Client Engagement Practice Manager

     

    Scott is the Manager of Client Engagement Practice for Olmstead. He 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 30 years of experience in the mutual fund distribution industry.  His time at Ivy Investments and American Century afforded Scott opportunities in sales, marketing, and business operations. Scott is from Kansas City, an active leader in Boy Scouts and professional percussionist.  Scott and his wife, Beth, have three grown children, all who are also musically inclined.  

    Bill Sheldon

    Bill Sheldon

    Marketbridge, SVP, Financial Services Practice Lead

     

    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 at Angoss Software, 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. 

    Lee Kaworski

    Lee Kaworski

    SS&C Technologies, VP, Head of Distribution Solutions

    Lee Kowarski is a Vice President with SS&C Technologies, overseeing the firm’s Distribution Solutions products and services, including data management (SalesConnect), analytics (WalletShare), research, and consulting.  This team is focused on helping asset and wealth managers find opportunity amongst disruption. 

    A graduate of New York University’s Stern School of Business, Lee entered the asset management industry as part of RSM McGladrey’s consulting practice before co-founding kasina in 1999, which was subsequently acquired by DST Systems’ in 2015 and then a part of SS&C’s acquisition of DST in 2018. 

    Lee and his wife, Melinda Miller, live on Manhattan’s Upper West Side and are active in the hospitality world, including supporting Rethink Food and the James Beard Foundation.

    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.

    Hugh Massie

    Hugh Massie

    DNA Behavior, Executive Chairman and Founder

     

    For this presentation, Hugh Massie will be your “Chief Behavioral Officer” showing you the future world of operational and tech tactics that unleash the secret weapon of behavior and money energy mastery for achieving optimization of organizational performance. 

    Hugh is known as the Money Energy Pioneer. He is a “reformed accountant” who has become a high-stakes decision orchestrator, behavioral finance  innovator, identity podcaster, boys without father’s mentor, devoted dad and keen golfer. In 2001, Hugh founded the Atlanta-based DNA Behavior International as “The Behavior and Money Insights Company.” His “understanding people before numbers” approach empowers people to firstly discover their inherent DNA Behavior style hard-wired from early in life prior to analyzing the hard data and also to build an enhanced relationship with money.

    For organizational decisions, Hugh focuses on measuring and managing the inherent behavioral variability and diversity, which naturally comes from the many invisible human behavioral differences. With his team, he has led the development of over 100 apps which deploy DNA Behavior’s insights making them actionable on a scalable basis across organizations.

    Leon Morales

    Leon Morales

    DNA Behavior, President and Chief Energy Officer

     

    Leon Morales is President and Chief Energy Officer of DNA Behavior International, “The Behavior and Money Insights Company.”

    The company pioneers behavioral finance insights for real results in real time, including an Independent Software Vendor (ISV) program for firms.  Leon describes the firm’s “why:” Intensified behaviors caused by money attitudes and other factors like stress can derail individual and organizational performance. He says the company addresses – via an all-in-one, cloud-based plug-and-play platform – the evolving role of leaders and coaches is increasingly called on to be mentors and behavioral coaches. He is a seasoned leader and consultant with deep experience in finance, technology, operations, accounting, and organizational change.

    Leon is passionate about assisting organizations in unlocking the power of human behavior acceleration through the practical application of behavioral insights He has a strong passion to help organizations focus on Behavioral Diversity to unlock talent in innovation. Leon is an avid runner and cyclist.

    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.  

    Bill Hortz

    Bill Hortz

    Institute for Innovation Development, Founder and Dean

     

    Bill Hortz is a business innovation writer, independent business consultant, and Founder/Dean of the financial services business innovation focused Institute for Innovation Development.

    Bill has over 30 years of experience in the financial services industry including creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms; entrepreneurially pioneering new markets in the early days of the financial advisor fee-based movement and financial alliance programs in the US;  and created many non-traditional and engaging advisor educational events with major financial firms including OppenheimerFunds, Neuberger&Berman, Peregrine Asset Management (HK), and Templeton Funds Distributors.

    His wide-ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation, and strategic account management as the nexus of business forces needed to address a business environment challenged by an accelerating rate of change.

    Bill loves working with senior executives, sales/strategic account departments, and financial advisor teams in developing effective ways of using innovation resources and developing innovation skills. He considers himself a life-long “student of human nature” and is well known for his enthusiasm, creativity, and resourcefulness.

    Bill is married, with two grown children (and 2 grandchildren!), living in the Tampa Bay area. He enjoys reading, engaged conversation, bicycling, spelunking, and traveling with his family.  

    Little known facts: Bill worked on the last remaining docks of NYC as an underage teen, worked for the man in Hong Kong that the book Tai-Pan was based on, and constantly seeks out off-off-off broadway theatre, performance art, live music performance, and modern art museums.

    Kevin Rosenfeld

    Kevin Rosenfeld

    The SME Forum

     

    Kevin Rosenfeld is a strategic leader with extensive experience in the asset management industry. He is a seasoned professional in all areas of distribution, with a focus on delivering distribution business intelligence. In his recent roles, Kevin was responsible for aggregating and analyzing sales-related data, informing the strategic direction of sales teams, and overseeing the implementation and delivery of business intelligence initiatives. 

    Kevin’s background in sales leadership, data analytics, and sales enablement gives him a unique skill set that enables him to understand client needs, analyze industry data to better serve clients, and leverage technology to enhance distribution. Throughout his career, Kevin has worked for top asset management firms including Prudential Financial, AllianceBernstein, and Lazard Asset Management.

    He holds a B.A. in Communications from the University of South Florida.

    Mario Barbato

    Mario Barbato

    The SME Forum

     

    Mario began his career at Lord Abbett leading the firm’s effort to build Sales & Marketing data analytics functions, develop digital marketing strategies and create a comprehensive client touch point data analysis to facilitate client segmentation, predictive analytics, lead management, and CRM engagement. Through this work, he initiated a wholesaler training program to drive adoption of both the data & technology to help meet business plan goals.

    Most recently Mario served as Chief Transformation Officer responsible for leading change management in Lord Abbett’s Technology and Operations areas in an effort to enhance agility throughout the firm. This included overseeing the integration of data management and analytics, reporting, and technology to increase efficiency, create an information advantage, and drive transformation across the organization. In this role, Mario led key initiatives such as; the migration of the firm’s Middle Office platform through a Strategic Partnership with a leading provider in the industry, provided strategic thought leadership, implementation planning & development for the firm’s move to a new Investment Management Solution and the development of a strategic product & client data platform for new product launches, customer acquisition/onboarding, lifecycle, and retention initiatives through interactive data analytics, visualization, & management tools.

    Todd Neese

    Todd Neese

    Janus Henderson, Global Head of Business Intelligence and Distribution Operations

     

    Trained in engineering, research, and psychology (B.S. in Psychology, Kansas State University), Todd Neese has worked at a psychiatric research and training hospital (coordinating treatment outcome studies), a variable annuity company (coordinating customer information management), a major research university (coordinating business intelligence for the Vice Provost for Research), an insurance and asset management company, Athene / Aviva / AmerUs (leading business intelligence, sales and marketing related reporting and analytics, and data governance), and for the most recent eight years at Janus Henderson Investors as the Global Head of Business Intelligence and Distribution Operations.  In each of these opportunities, he was responsible for building out and improving business intelligence capabilities.  The central theme of his career has been using information to drive better decision making.

    While at Janus Henderson for the past 8 years, Todd has been responsible for building the Business Intelligence and Distribution Operations function globally – transforming the focus from sales reporting of what has happened to suggesting what we could do to acquire more clients, to serve, grow and retain our existing clients, and to enable our sales and marketing teams to optimize their time and efforts by presenting the right idea to the right client at the right time.  His Teams focus on delivering Competitive and Market Intelligence, Data and Solution Driven Selling Opportunities, Outcomes Analyses, Distribution Enablement and Advanced Analytics, CRM Training and Support, AUM & Flows Processing and Reporting, and Sales Reporting.

    Career development (his own and those with whom he works), community involvement, and corporate responsibility are extremely important to Todd.  He led the establishment of the Insuring a Future Program at Aviva, which provided two “retroactive life insurance” awards for uninsured or underinsured non-customer recipients in need, through a corporate and community agency team.  He led an enhanced employee leadership development team, which delivered 11 department-wide Finance continuing education sessions, expanded employee recognition, and launched a mentorship program.  His teams are regularly involved in Habitat for Humanity-type events; and he has chaired the Leadership Level Giving effort within the Aviva United Way Campaign for three years.  In the past, he has served as the president of the Board of Directors of a (United Way sponsored) Crisis Counseling Center. 

    Todd’s daily goal is to improve the company and his team in everything that he does – with the desired impact being increased collaboration and insight.  Innovation, integrity, fairness, humor, and quality are central values driving his actions.  His Real Deal cards (PEAK Learning) are Being Challenged, Contributing to a worthy cause, Freedom to innovate, Respect, and Humor/Laughter; and his Deal Breaker is Enthusiasm / Passion.  With his roots in academic settings, he views a central part of his role as a leader to help develop the next generation of leaders and to help those on his team achieve their aspirations.

    Todd and his wife, Barb, have been married for 15 years and have no children of their own.  However, they have many nieces and nephews whom they adore and spoil.  Outside of work his passions include music, culinary adventures, and art.

    Austin Lewis

    Austin Lewis

    The SME Forum

     

    Austin has over 16 years of industry experience spanning retail intermediary as well as institutional businesses. He is a business, data strategy, and analytics leader with a deep understanding of asset management and the data-driven processes that are the crux of the industry. He has led global teams supporting the implementation and rollout of CRM systems and integrations, data governance structures, and data and analytics solutions and outputs. 

    William Finnegan

    William Finnegan

    Distribution Insights, Principal

     

    Bill Finnegan has extensive financial services experience in senior leadership roles within marketing and sales. His more than 30-year career encompasses working in and across the asset management, retirement, insurance, and banking industries. Most recently, Bill was leading global marketing for Seismic software’s financial services business, the firm’s largest vertical.

    Before Seismic, Bill was the Chief Marketing Officer for AMG. Prior to that, Bill was Senior Managing Director of Global Retail Marketing at MFS.

    As a company spokesperson, Bill has been quoted extensively across consumer and industry publications regarding investor behavior and the application of technology and data to improve outcomes. At Broadridge, Bill is leveraging his integrated digital, data, and technology experiences to guide asset management clients as they apply software and data to improve client engagement.

    Bill earned a bachelor’s degree in finance and a minor in economics from the University of Massachusetts. He has held Series 7, Series 24, Series 51, and Series 63 securities licenses as well as state life insurance & annuity licenses.

    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.
    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/

    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…

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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/

    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

    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…

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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/