Learn.  Connect.  Grow.  Solve.

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

SME Forum community message board and chat rooms

Access to all events throughout the year

Post & view job listings among members and partner firms

Members can access and participate in:

 Monthly webinars by experts, partners, and other members
 Any and all surveys, benchmark studies, and information exchanges
 Virtual meetings and other regional events (Usually two per month)

In addition to our traditional in-person events, we hold many virtual events:

 Twice Monthly Webcasts of Member Driven Topics
 Spring SME Forum (Usually in April)
 Summer SME Global Forum in London (Usually mid-June)
 Fall SME Forum (Usually in September or October)
 Winter Virtual SME Global Forum (Usually in December)
 Online access to all materials and recordings of every session

Unlimited Access to the SME Forum Members Site:

 Unlimited access to all notes, materials and other content produced and captured
 Unlimited access to Forum leadership team to support research and inquiries
 Posting of and access to job listings among member and partner firms
 Access to and participation in exclusive online community board and chats

About The SME Forum Members Site

A connected and active community is a hallmark of the SME Forum. In the Member Site, you will learn about upcoming events and experience past ones, connect with other members, engage in vibrant discussions, find talent, see full member job listings and access our vast library of content from both online and in-person events.

Asset Managers

Membership is at a firm level. The SME Forum is designed primarily for retail and institutional asset managers in the US and EMEA.

Member firms typically include employees from those who support or enable the sales, marketing, operations, and technology organizations. They tend to be senior decision makers/influencers and those with responsibility for implementation of their strategies, down to team leads who are executing on their plans. This produces a rich community of nearly 550 participants from across the 60+ member firms. This community is not for Transfer Agency or Portfolio Management employees.

Current Asset Management Member Firms

AllianceBernstein/AB Global
Allspring Global Investments
American Century Investments
AMG Funds
Amundi Pioneer Investments
AQR Capital Management
Aristotle Capital Management
Artisan Partners
BlackRock
BNY Mellon Asset Management
BNY Mellon GCM
Brookfield Asset Management

Capital Group
Charles Schwab Investment Management
Cohen & Steers
Davis Advisors
DWS
Diamond Hill Investments
Eaton Vance
Federated Securities Corp
Fidelity
First Eagle Investment Management
Franklin Templeton Investments

Goldman, Sachs & Co
Harbor Capital Advisors
International Value Advisers
Invesco Global Asset Management
Ivy Investment Distributors
Janus Henderson Investments
John Hancock
JP Morgan Distribution Services
Lazard Asset Management
Lord Abbett

Macquarie Investment Management Mainstay Investments MFS Investment Management Natixis Advisors Neuberger Berman New York Life Investment Management Nuveen/TIAA Pacific Global Asset Management PIMCO Prudential Global Investment Management Putnam Investments

Russell Investments
State Street Global Advisors
T. Rowe Price
Thornburg Investment Management
Touchstone Investments
Van Eck Global
Virtus
VOYA Funds
Wellington
William Blair

Vendors

Vendor Partner Membership is offered to companies that provide solutions and services that are tailored specifically to the asset and wealth management industry.

In addition to member participants from a broad spectrum of Retail and Institutional Asset Management firms, a curated selection of a few Vendor Partners recommended by members actively participate in the community.   These Vendor Partners are invited because of their 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. The SME Forum also maintains a long-standing collaboration with Ignites Research to produce and co-author surveys, research, and whitepapers of interest to our membership.

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

EXL Services

EXL is a 20-year old, NASDAQ-listed, analytics and operations management firm with 43K+ employees supporting 850+ clients across 60 geographies. We serve 8 of top 10 US banks, 3 of… 

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EXL

EXL is a 20-year old, NASDAQ-listed, analytics and operations management firm with 43K+ employees supporting 850+ clients across 60 geographies. We serve 8 of top 10 US banks, 3 of top 5 UK banks, 3 of top 4 payment networks, 8 of top 10 global insurers, 6 of top 10 US payers, and some of the leading US FinTech firms and global retailers.
EXL Data and EXL Analytics are two of our key divisions, offering state-of-art solutions and end-to-end capabilities in enterprise data management, artificial intelligence, and digital transformation. Our focused approach to data science and data management helps our clients minimize risk, boost operational efficiency, simplify supply chains, and identify new channels for growth and profitability.
We bring deep experience in asset management space, having worked from very large to boutique asset managers. Our offerings include enhancing distribution effectiveness, automating investment operations, building master data management platforms, and scaling up digital marketing efforts. We have demonstrated experience and impact in providing solutions on data strategy, infrastructure, enterprise data management, business intelligence, and predictive modeling products and services across all major business functions.

Learn More:  https://www.exlservice.com/analytics

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/

Huron Consulting

Huron is a global professional services firm committed to achieving sustainable results in partnership with its clients. The company brings depth of expertise in strategy, technology, operations…

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Huron Consulting

Huron is a global professional services firm committed to achieving sustainable results in partnership with its clients. The company brings depth of expertise in strategy, technology, operations, advisory services and analytics to drive lasting and measurable results. Through focus, passion and collaboration, Huron provides guidance to support organizations as they contend with the change transforming their industries and businesses. Our full service, strategy through execution approach allows our customers to take advantage of collaborative services and comprehensive offerings include organizational improvements and software consulting. Huron is a Gold level partner of the Salesforce.com partner network. Huron helps clients in the financial services industries to connect to their customers in entirely new ways by developing solutions that extend Salesforce’s value enterprise-wide. Our deep industry, business process, and technology expertise ensures successful Salesforce implementations that drive real business value.

Learn More:  https://www.huronconsultinggroup.com/

Institutional Shareholder Services

Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers…

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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/

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

MARS Sales Focus Solutions

SalesFocus Solutions helps asset management firms overcome challenges related to growing and retaining AUM. The MARS platform provides the tools to significantly improve data access, distribution…

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MARS Sales Focus Solutions

SalesFocus Solutions helps asset management firms overcome challenges related to growing and retaining AUM. The MARS platform provides the tools to significantly improve data access, distribution, analysis, visualizations and reporting throughout the firm. SalesFocus Solutions is the asset management industry’s all-in-one sales and marketing solution for actionable intelligence. They support a diverse, global client base of leading and boutique asset management firms totaling more than $3 trillion in assets under management.

 

Learn More:  www.sfsmars.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/

DST Systems / SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the…

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DST Systems / SS&C Techologies

SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through data management, market share services, advisor practice analysis, industry research and consulting, we provide you with distribution intelligence and expertise to manage your data, gain insights and ignite growth in your business.

 

Learn More:  www.ssctech.com

XALT Sales Optimisation

XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients…

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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/

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