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 Content Portal:

 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

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
Allianz
American Century Investments
AMG Funds
Amundi Pioneer Investments
AQR Capital Management
Aristotle Capital Management, LLC
Artisian Partners
BlackRock
BNY Mellon Asset Management
BNY Mellon GCM
Brookfield Asset Management

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

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

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

Putnam Investments
Russell Investments
Southeastern Asset Management
State Street Global Advisors
T. Rowe Price
Thornburg Investment Management
Touchstone Investments
Van Eck Global
VOYA Funds
Wellington
Wells Fargo Advantage Funds
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.

AKA Enterprise Solution

For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier for organizations to do business and innovate by using technology to simplify processes and reduce risks…

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AKA Enterprise Solution

For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier for organizations to do business and innovate by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services, Business Process Consulting, and Custom Application Development, AKA combines industry and technical expertise, proven methodologies, and world-class consulting to help financial services firms achieve their goals and turn their vision into reality.
Our Financial Services team—each with decades of experience—has worked closely with more than 125 clients in asset management, wealth management, hedge funds, private equity, insurance, and more to digitally transform their businesses. The company is headquartered in New York, NY.

Website: https://www.akaes.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.

Website:  www.broadridge.com

Discovery Data

The asset management industry is under extreme pressure to lower costs while executing business initiatives faster than ever before. Discovery Data is the industry’s primary source for CRM data… 

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Discovery Data

The asset management industry is under extreme pressure to lower costs while executing business initiatives faster than ever before. Discovery Data is the industry’s primary source for CRM data hygiene and ongoing record accuracy and completeness. In 2018 Discovery Data programmatically delivered to its client CRMs tens of billions of profile points verified and updated. If this important work was to be done manually the industry would have to hire 25,000 da​t​a analysts at a cost of more than $400 million annually.

Discovery Data offers a consolidated view of the financial services and insurance industries, including weekly snapshots of 40,000 firms and over 2 million professionals, and over 70 billion historical data points for CRM hygiene. Of particular interest to CRM managers, we provide a series of unique IDs for firms, branches, teams and reps, allowing for programmatic data management by connecting to your internal CRM IDs. Access to our data is provided via subscription to an online portal and through our Salesforce app, custom API integrations, and secure HTTPS and FTP sites.

The world’s largest, most successful and fastest growing asset managers, wealth managers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry, and to identify, reach and do business with firms and professionals throughout North America.

 

Website: https://www.discoveryco.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.

Website: 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.

Website:  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/ 

Website:  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.

Website:  https://www.huronconsultinggroup.com/

Institutional Shareholder Services

Institutional Shareholder Services (ISS) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. Through..

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Institutional Shareholder Services (ISS)

Institutional Shareholder Services (ISS) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. Through four distinct divisions—SI Data, SI Research, SI Intelligence and SI Interactive—Strategic Insight delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content, and events for investment managers, asset owners, and custodians. Strategic Insight helps firms drive growth through data-driven decisions and facilitate more effective sales and retention strategies across all lines of business. With mission-critical solutions spanning wealth, retirement, and institutional, Strategic Insight offers a single point of integration with global perspective.

Website:  https://www.issgovernance.com/si-joins-iss/

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.

Website URL:  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. 

 

Website:  https://www.meritusbusinesssolutions.com/

Olmstead Associates

Olmstead is a leading specialized data centric consulting firm, with exclusive focus on being the go-to consultancy for Asset Manager operational transformation. Olmstead provides consulting…

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Olmstead Associates

Olmstead is a leading specialized data centric consulting firm, with exclusive focus on being the go-to consultancy for Asset Manager operational transformation. Olmstead provides consulting expertise to help asset managers plan for, select, and implement solutions, including sales and marketing enablement, client reporting and communications, CRM, distribution & customer intelligence and digital/web projects, across the client lifecycle. Our Operations, Technology, and Data experts, along with proven methodologies and leading-edge tools help inform our clients to make better decisions and lower project risk.

Website:  https://www.olmst.com/

SalesPage

SalesPage Technologies helps 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…

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SalesPage

SalesPage Technologies is a software and services company focused on helping investment managers better utilize data to drive more intelligent distribution. SalesPage products are used to consolidate, reconcile, and enrich all relevant industry data, understand market share, organize multi-channel distribution territories, and more effectively manage relationships. Our total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community guiding our product development. Our SalesPage client community includes firms such as Allianz Global Investors, Eaton Vance, Federated Investors, Nuveen, and Virtus Investment Partners.

Website: https://www.salespage.com/

Seismic

With more than 250 clients across asset management, wealth management, and banking, Seismic is the recognized leader in sales and marketing enablement for financial services firms. Seismic…

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Seismic

With more than 250 clients across asset management, wealth management, and banking, Seismic is the recognized leader in sales and marketing enablement for financial services firms. Seismic equips global sales teams with the knowledge, messaging, and personalized content proven to be the most effective for any client interaction. Powerful content intelligence and analytics enable marketers to prove and improve their impact on the bottom line, revealing what is really driving revenue and what needs to be adjusted.

In asset management, Seismic’s robust automation, curation, and tracking capabilities have enabled sales and marketing teams at more than 185 firms to work more effectively. The result for global firms such as T. Rowe Price, Deutsche Asset Management, Franklin Templeton, and Allianz is improved sales and marketing efficiency, better client engagement, and higher client retention.

Seismic is headquartered in San Diego with additional offices in North America, Europe, Australia, and Asia.

Website: https://seismic.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

Website: www.ssctech.com

Please Note: Due to COVID:19, all of our events will be held virtually. Learn More.

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