2025 Fall Forum
Evolve, Empower, Energize: Transforming Sales & Marketing through Data & AI
Denver, CO
October 27 – 29, 2025
Welcome to Denver!
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!
Watch this short orientation video to make the most of your Forum experience
(Run time 8 mins, 4 seconds)
Helpful Numbers During Your Stay
- Mario Barbato: 201-238-6828
- Hotel Front Desk: 303-799-5800
- Fireside Bar and Grill: Book a Table
- The Garden Terrace: Book a Table
Getting Around the Venue
The Inverness Denver, a Hilton Golf & Spa Resort
200 Inverness Drive West, Englewood, CO 80112
Upcoming SME Forum Events
2025 Global Roundtable
Late 2025 – London, UK
2025 Fall Forum: By The Numbers
Attendees
Asset Management Firms
Sessions
Speakers
Agenda
Monday, October 27
All Day: Arrivals and Check-In
5:30 – 8:00 PM: Welcome Reception – Sponsor, Olmstead Associates
Tuesday, October 28
8:00 AM: Registration and Networking Hot Breakfast
9:00 AM: Welcome from the SME Forum
9:30 AM: The Acceleration of AI Capabilities for Asset Management, Alec Crawford, CEO (AICRisk)
10:15 AM: Networking Break
10:30 AM: Tuesday Morning Breakout Sessions:
Conf Room C : Sales & Distribution Sales Enablement Integration
Conf Room E : Marketing Content Creation and Curation w/ AI
Conf Room D : Data, Tech & AI Dashboards Best Practices
12:00 PM: Networking Sit Down Lunch
1:30 PM: Panel Discussion – How modern technology is reshaping distribution and organizational strategy
2:15PM: Tuesday Afternoon Breakout Sessions:
Conf Room D : Sales & Distribution Institutional Distribution Challenges
Conf Room E : Marketing Products & Relationships
Conf Room C : Data, Tech & AI Client Segmentation Strategies
Conf Room F : Solutions Workshop Kyloe – Break out of the Cell – how much Excel is too much?
3:45 PM: Networking Break
4:00 PM: What’s an AI Agent—and Can I Use One Without Breaking Compliance? – HSO
4:45 PM Final Thoughts Day 1 – Stephen Alepa, Olmstead Associates
5:30–8:00 Onsite Reception and Sit-Down Dinner at Hotel Restaurant
Wednesday, October 29
7:30 AM: Registration and Networking Hot Breakfast
8:15 AM: Welcome & Recap of Day 1 SME Forum
8:30 AM: AI Challenges Benchmark Study – Loren Fox (Fuse Research)
9:15 AM: Wednesday Morning Breakout Sessions:
Conf Room E : Sales & Distribution Mobile CRM – Success Stories
Conf Room C : Marketing Marketing Technology – Key Solutions to Drive Activity
Conf Room D : Data, Tech & AI AI to enhance the customer experience
Conf Room F : Solutions Workshop HSO – AI Agents in Action: How to Move from Use Case to MVP
10:45 AM: Networking Break
11:00 AM: How to go to market at scale for Marketing and Sales – Greg Healy, CEO, Synthesis Technology Fireside Chat with Lara Hoffmans, Experienced Marketing Director from the Asset Mgmt. Industry
11:45 AM: AI is solving distribution’s pain points today.- SS&C
12:30 PM: Networking Sit Down Lunch
1:30 PM: Wednesday Afternoon Breakout Sessions:
Conf Room C : Sales & Distribution Harvesting Sales and Marketing Activity (SME, TIFIN AMP)
Conf Room E : Marketing Driving Activity for the RIA Channel
Conf Room D : Data, Tech & AI Personalization of Sales using AI
Conf Room F : Solutions Workshop Synfinii – From Resistance to Resilience: Leading People Through Disruption
3:00 PM: Closing Reception and Networking – Sponsor: Synfinii
5:00 PM: Forum Concludes and Departures
6:30 PM: Leadership Council Offsite Dinner (by invitation)
Thursday, October 30 (SME Leadership Council – by invitation only)
8:00 AM: Leadership Council Breakfast and Meetings
11:30 AM: Meeting Concludes and Departures
Speaker & Panelist Biographies
Stephen Alepa
CEO, Olmstead Associates
Stephen is CEO of Olmstead Associates. He also leads Olmstead’s Client Engagement capability, helping investment managers with communications and information delivery solutions across their client lifecycle. He has 25+ years as a management consultant and financial technology executive, helping global financial markets firms of all sizes define and achieve their business objectives. Regarding our client’s client experience, he drives Olmstead’s services, considering all client touchpoints when devising client engagement operating models and integrated sales and service solutions.
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.
Tom Berger
VP & Global Industry Director, Financial Services at HSO
A long-time SME Forum participant and supporter with over 30 years in the industry, Tom helps asset managers think strategically on how to modernize their data and streamline front- and back-office processes. He is focused on turning targeted use cases into measurable wins and delivering value to the business.
Jim Bretschneider
EVP of Solutions at HSO
Leading a team of architects, Jim supports HSO’s financial services clients in their journey to adopt the Microsoft cloud. He is known for successfully marrying the big picture with practical, repeatable solutions that move teams from ideas to impact.
Tony Busacca
The SME Forum
Anthony Busacca is a highly accomplished business professional with more than 35 years of experience in the corporate world, as well as over 10 years of experience as an entrepreneur. He has a proven track record of success in driving growth, managing teams, and delivering results across a range of industries.
Mr. Busacca began his career in the financial sector, holding senior leadership positions in finance, operations, and business development at several prominent companies. He honed his skills in strategic planning, financial analysis, and team management, and gained deep expertise in industries such as banking, insurance, and investment management.
In 2009, Mr. Busacca made the leap into entrepreneurship, founding his own company focused on providing innovative solutions in the financial services industry. As the CEO of his own firm, he demonstrated his ability to identify new opportunities, develop effective strategies, and build high-performing teams.
Over the course of his career, Mr. Busacca has earned a reputation as a dynamic and results-driven leader. He is known for his ability to think strategically, execute effectively, and drive growth in even the most challenging environments. He has a proven ability to develop and motivate teams, and to build strong relationships with stakeholders across all levels of an organization.
In addition to his professional accomplishments, Mr. Busacca is also actively involved in his community. He has served on the boards of several non-profit organizations, and is committed to giving back and making a positive impact in the world.
Overall, Anthony Busacca is a seasoned business professional with a diverse range of experience and a proven track record of success. Whether in the corporate world or as an entrepreneur, he has consistently demonstrated his ability to drive growth, deliver results, and create value for stakeholders.
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.
Alec Crawford
Founder and CEO, Artificial Intelligence Risk, Inc.
Alec Crawford is the Founder and CEO of Artificial Intelligence Risk, Inc (July, 2023). AI Risk, Inc. is a leader in AI safety, security, and compliance. The company created the first AI governance, risk, compliance and cybersecurity management software platform (AI GRCC), a new category of software. The company won the Waters Technology #1 Rank for cybersecurity in 2024. Their customers range from small businesses to large financial institutions.
Alec has been working with AI for decades, starting by designing and building neural networks from scratch at Harvard College. Alec is an AI and risk management thought leader, writing a blog and newsletter here, speaking at dozens of events a year, and interviewing high profile guests in AI, cybersecurity, and policy on AI Risk-Reward here.
Previously, Alec was a Partner and Chief Investment Risk Officer at Lord, Abbett & Co. LLC. He was responsible for identifying and managing risk in all the firm’s portfolios globally and served as a member of the investment leadership team, the strategic allocation committee, and was a charter member of the ESG committee. He also led the advanced technology initiative for Investments. He joined Lord Abbett in 2012, was named Partner in 2013, and retired in 2022. He is currently a Limited Partner of Lord Abbett.
Alec has worked in the financial services industry since 1988, including as Managing Director and Global Head of Risk at Ziff Brothers Investments, as well as roles at Goldman Sachs and Morgan Stanley, among others. He received a B.A. in Computer Science from Harvard College, with a senior thesis focused on artificial intelligence.
Alec enjoys spending time with his wife and three children, often playing golf, fishing or hiking in the mountains.
Aric Faber
President & CEO. Synfinii
Aric is a dynamic leader with a passion for building teams and developing talent. As CEO of Synfinii, his focus is on crafting a high-value, client-focused business strategy. He believes business success is rooted in investing in a strong, talented team.
Before joining SalesPage, Aric enjoyed building BlueGranite, a software consulting, development, and BI firm, and West Michigan Beer Tours, showcasing his entrepreneurial spirit. He holds a BA from Calvin College and an MBA from the University of Michigan. GO BLUE! Active in the Kalamazoo community and beyond, Aric serves as an advisor and board member to several area businesses and non-profits, and as a committee member with the Money Management Institute. Ask Aric about Kalamazoo, and he’ll share a wealth of famous or fun facts about its history! Outside of work, Aric and his wife Lisa love traveling, cheering on Michigan sports, and playing ball with their dog Boji.
Loren Fox
FUSE Research Network, Director of Research
Loren Fox is the Director of Research at FUSE Research Network, a provider of business intelligence and consulting for investment management firms. He’s responsible for leading the research team and managing client support, as well as contributing to the firm’s research publications and interfacing with industry executives.
Before joining FUSE, Loren spent nearly 10 years as the director of Ignites Research, a unit of the Financial Times and complement to the Ignites news site that produced original research on strategic issues in the asset management industry; he also created and ran the annual rankings of US financial advisors that appeared in the Financial Times from 2013 through 2020. 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.
Bill Frischling
Institutional Sales and Relationship Management Executive
Bill is a senior institutional sales and relationship management executive with experience at three highly successful, innovative global asset management firms.
Most recently, Bill was Director, Global Relationship Manager at Lord Abbett & Co. LLC, working with institutional clients in the U.S., Europe, Australia and Japan. Previously, Bill was Executive Vice President, Director of Institutional Client Service at Cohen & Steers Capital Management, Inc., leading the relationship management team for clients in the Americas, Europe and Asia. Prior to that, Bill was Vice President, Senior Institutional Marketing & Client Service Officer at Warburg Pincus Asset Management, Inc., leading sales, consultant relations and client service activities in the Northeast U.S.
Bill holds a B.A. degree in Economics from Wesleyan University in Connecticut.
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.
Mario Gallato
Markets Intelligence, State Street Global Advisors
Is a member of the Markets Intelligence Group at State Street Global Advisors (SSgA). Prior to joining SSgA for the second time, Mario was the Sole Proprietor of MGallotto Consulting, LLC, Head of Business Intelligence for SPDR ETF’s. and Managing Director of Business Intelligence for John Hancock Investments.
Greg Healy
CEO, Synthesis
Greg Healy is a transformative technology executive with over 20 years of experience leading product innovation, digital transformation, and market expansion across SaaS platforms, marketplaces, and tech-enabled businesses in fintech, edtech, professional training, and media.
As CEO, Greg brings a track record of building data-driven platforms and scaling emerging technologies to unlock new market opportunities. He is known for driving product-led growth, delivering exceptional customer value, and guiding organizations through pivotal technology transitions.
Prior to joining our company, Greg served as Chief Product Officer at Seed Talent, where he led the development of a patent-pending SaaS platform that achieved 240% revenue growth and significantly boosted user engagement. He also held leadership roles at ISACA, where he launched new cybersecurity solutions generating 30%+ revenue growth, and at Encyclopedia Britannica, where he spearheaded a digital transformation that grew monthly traffic from 6M to 40M users and delivered up to $16M in EBITDA.
Greg’s leadership philosophy is rooted in building high-performing teams, applying human-centered design to uncover new value, and using data analytics to inform strategic decisions. His expertise spans software development, marketplace creation, and revenue optimization—positioning him to lead innovation and long-term growth.
Greg holds an MBA in International Finance from Thunderbird, The American Graduate School of International Management, and a B.S. in Business Administration from Marist College. Fluent in Spanish, he brings a global perspective to his work and leadership.
Lara Hoffmans, CFA
Experienced Marketing Director from the Asset Management Industry
Lara Hoffmans is a marketing and communications strategist with more than 20 years of experience in asset management and wealth management. She specializes in building marketing organizations that drive growth, improve client engagement, and deliver measurable business results.
Her expertise spans integrated marketing strategy, digital and channel marketing, and content development. She has led rebranding initiatives, modernized marketing technology platforms, and introduced data-driven approaches to campaign planning and performance measurement. An enthusiastic adopter of AI in marketing, she has used emerging tools to enhance personalization and automation.
Lara co-authored seven bestselling investment books—including The Only Three Questions That Count and Markets Never Forget—and was a columnist for Forbes.com and other publications. A graduate of the University of Notre Dame, Lara is a CFA charter holder.
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.
Shonda Jaquez
Head of Leadership & Culture, Synfinii
As Head of Leadership & Culture at Synfinii, Shonda drives leadership growth, team effectiveness, and organizational health across the company. Partnering closely with the CEO and executive team, she integrates people and culture priorities into every level of leadership—ensuring that belonging, growth, and performance move forward together.
With over 25 years of experience in support of organizational transformation and diversity initiatives, Shonda equips leaders to thrive with clarity, empathy, and courage. Before joining Synfinii, she spent over two decades at OppenheimerFunds, where she guided teams through growth and change, led strategic business initiatives, and championed diversity as a core organizational value.
Passionate about fostering inclusion and accountability, Shonda builds systems that help people do their best work while feeling connected and supported. Outside of work, she enjoys spending time with her family, traveling, and volunteering with Project C.U.R.E. and the Denver Rescue Mission.
Jeff Mehi
Head of Wealth Partnerships, TIFIN AMP
Jeff is the Head of Wealth Partnerships for TIFIN AMP focusing on helping Wealth Managers and Platforms realize the value of their advisor data with the Asset Manager community. Before TIFIN, he was with Franklin Templeton for 3 years as Director of Distribution Intelligence overseeing a team of 18 and focusing on distribution strategy, business management, and client analytics across the US distribution team. He began his career in Asset Management with PIMCO for 14 years working in business management and strategy roles measuring and managing various coverage, compensation, segmentation, and sales channel models.
Jeff has nearly 20 years of experience in the asset management space, lives in Austin, TX with wife and family. Jeff has his undergraduate degree in Finance from the Haworth College of Business at Western Michigan University and is originally from the Metro Detroit area.
Kenny McColl
Founder, Kyloe
Kenny is the founder & head of product at Kyloe, building Salesforce solutions for the Asset Management industry.
With over 30 years in financial services, and 25 years architecting CRM solutions, Kenny has spent half his career trying to replace spreadsheets — and the other half accidentally creating new ones.
Jackie Noblett
Senior Research Analyst, SS&C Technologies
Jackie Noblett is the senior research analyst for SS&C Research, Analytics, and Consulting. In this role, she supports the firm’s distribution data and analytics service with insights and thought leadership for asset managers. This includes primary research on advisor behavior and product trends, as well as reports on intermediary distribution best practices.
Prior to joining SS&C in 2022, Jackie was a seasoned financial and technology journalist. She spent over a decade at Ignites, leading their coverage of asset manager technology and operations, as well as the fast-growing ETF market. She is a graduate of Emerson College in Boston, Mass.
Jackie resides in upstate New York with her husband and triplet daughters. In her spare time, she enjoys running, reading, cooking and spending time in the Adirondacks.
Chris Poisson
Chief Transformation Officer
Chris Poisson has been a pivotal leader in Synfinii’s technological advancements since joining the company in 2000. With a strong foundation in mathematics and computer science, Chris has consistently driven innovation, focusing on developing solutions that meet the complex technical and business needs of asset managers. His strategic vision has been instrumental in shaping the direction of Synfinii’s technology and product offerings, ensuring the company remains at the forefront of industry trends.
Before moving into Synfinii’s C-suite, Chris served as a Senior Software Architect and Technical Director, where he led several of Synfinii’s (then SalesPage) most significant projects, including the groundbreaking collaboration with SS&C to develop SalesConnect. His passion for mentoring and leading the Synfinii technical and data engineering teams is matched by his dedication to staying ahead of technological trends that benefit clients and the broader asset management industry.
Chris holds a master’s in mathematics and a bachelor’s in computer science from Western Michigan University. Outside of SalesPage, Chris enjoys spending time with his family and tackling fun home improvement projects.
Leah Swanson
The SME Forum
Leah is a strategic sales and marketing leader with over two decades of experience in asset management and financial services. Most recently, she served as Director of Sales and Marketing Enablement at Thornburg Investment Management, where she led the firm’s sales enablement function—integrating CRM strategy, data intelligence, and technology to advance distribution and marketing objectives. In this role, she developed data-driven sales strategies, client segmentation, and enhanced alignment across sales and marketing.
Previously, Leah was Managing Director and Director of Strategic Relationships, overseeing partnerships with top-tier wirehouse, independent broker-dealer, and custodian firms representing over $15 billion in AUM. She was responsible for strategic planning and relationship management across firms. Earlier in her career, she served as Vice President and Marketing Director at Thornburg Mortgage, where she led comprehensive marketing initiatives for the firm’s national home loans business.
Leah is known for driving cross-functional collaboration, leadership and turning complex data into actionable strategy. Her expertise spans strategic planning, national accounts, sales enablement, data strategy, and integrated marketing. She is the founder of Thornburg’s award-winning Pathways internship program and a committed advocate for talent development and access in financial services. Leah holds a BA from Cornell University and currently serves as Chair of the Santa Fe Community Impact Board, supporting expanded college access for New Mexico students.
J.T. Tripple
Financial Services Cloud leader at HSO
JT helps asset managers envision the use of modern data platforms and AI Agents to deliver positive business outcomes. He zeroes in on practical, high-value use cases across sales, operations, and reporting.
Rajan Wadhwa
The SME Forum
Rajan Wadhwa is a seasoned Data & Analytics executive with a proven track record of leading transformative initiatives in Asset Management. During his decade-long tenure at Franklin Templeton Investments, he spearheaded the global data and analytics team for sales and marketing functions, supporting diverse distribution channels across the U.S., Canada, UK, Germany, and Australia. He built a foundational analytics ecosystem that supported strategic capabilities like customer segmentation, sales performance, competitive intelligence, and digital interaction insights—directly driving client engagement and asset growth. As a hands-on leader, he established robust BI infrastructures and data ownership frameworks, playing a critical role in the firm’s transition to a Big Data architecture, and launching the first Data Ops team in the asset management space.
Rajan’s leadership during Franklin Templeton’s acquisition of Legg Mason exemplifies his ability to execute at scale. He led the integration of multiple data, reporting, and analytics platforms across the two firms, delivering the analytics component of the merger within a nine-month window. As a technology evangelist, he introduced and institutionalized advanced tools including Tableau, Power BI, Databricks, and PowerApps, fostering a culture of data-driven decision-making. His success stems from a blend of strategic foresight and operational execution, coupled with an ability to align emerging technologies with evolving business needs.
Currently an entrepreneur, Rajan is building an organization that intends to serve Asset management industry by providing high quality and cost effective ways of managing the data and analytics value chain using technology and AI.
Solutions Providers
Alphix Solutions
Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.
Alphix Solutions
Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.
Learn More: https://alphix.com/
part of Fundamental Media Group: www.fundamentalgroup.com
Bluprintx
Bluprintx
Strategically-minded, data-evidenced, technology-empowered. Stop guessing, start growing. By design.
Learn More: www.bluprintx.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…
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
Nasdaq eVestment
The Source for Institutional Intelligence
Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets. …
Nasdaq eVestment
The Source for Institutional Intelligence
Nasdaq eVestment 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. Nasdaq 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
FINTRX
FINTRX
Website: www.fintrx.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…
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/
HSO
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…
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/
ISS Market Intelligence
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/
Kyloe Digital
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…
Kyloe Digital
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
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…
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/
Synfinii
Synfinii partners with asset managers worldwide to enable data-driven distribution, synthesizing data, integrating intelligence, and providing solutions that drive success. Asset managers depend on data from diverse sources, arriving in various formats and across differing timelines, to provide insight across various business lines…
Synfinii
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…
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
TIFIN AMP
TIFIN AMP is an AI-powered distribution intelligence platform that helps asset managers, insurance carriers, and service teams turn data into growth. By unifying internal and external data into a single source of truth, AMP delivers actionable insights that enable sales and marketing teams to…
TIFIN AMP
TIFIN AMP is an AI-powered distribution intelligence platform that helps asset managers, insurance carriers, and service teams turn data into growth. By unifying internal and external data into a single source of truth, AMP delivers actionable insights that enable sales and marketing teams to prioritize the right advisors, products, and opportunities at the right time. With deep expertise in data science, wealth management, and distribution strategy, TIFIN AMP helps firms drive measurable revenue impact while maintaining full data control and security.
Website: TIFIN.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
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/
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