Article Library

The SME Forum gives you access to proprietary thought leadership, original articles and research and that which has been developed especially for the community by our vendor partners or other members.  This archive contains past articles that have been featured on the website.

In some cases, full articles like those below or other research are available exclusively to members in the Members Site (username and password required).  Please Contact Us at smeforum@thesmeforum.net or call us at  1+917-561-9553 to request access and your credentials.

How Financial Advisor Needs Are Changing Amid Economic Uncertainty

By:  Bill Sheldon, MarketBridge     (10/2022)

Insights and Actions for Asset Management Sales & Marketing Leaders: Transition to Next-Generation Distribution – A persistent pandemic, renewed inflation, rising interest rates, and recession fears continue to challenge the wealth management industry. Faced with technology innovation, fintech disruptors, and fast-changing investor behavior, the aging advisor population struggles with omnichannel engagement, attrition, and attracting new talent…(read more)

 

Democratization of Technology: Addressing Potential Pitfalls

By:  Tom Berger, HSO       (7/2022)

Over the past few years, we have seen the infrastructure, technology, tools, applications, and capabilities in the world become logarithmically more accessible to internal clients. In addition, employees are becoming more interested in getting their hands dirty and building their own user experience to assist with their daily, monthly, and annual workflows and objectives. This concept of the democratization of technology is ever expanding and giving businesses the opportunity to reap the benefits of talent they already have in house that wasn’t being utilized before…(read more)

 

Innovation in Investment Management: The current technological landscape, how to transform and unlock the opportunity

By:  Richard Rouse, The Investment Association and Engine, Expand Research and Boston Consulting Group (BCG)          (06/2022)

The last couple of years have seen the global economy focus on tech and digitisation in order to meet shifting client requirements and business needs. We are proud the UK remains one of the largest and most diverse centres of investment management in the world, second only to the US with total UK assets under management (AUM) reaching £9.4 trillion by the end of 2020, an impressive increase of 11% year-on-year…(read more)

 

2022 Spring Forum, Latent Leverage Getting More with What You Have Highlights Video

By:  The SME Forum     (05/2022)

Few experiences show the power and depth of the SME Forum community as attending one of our signature Forum in-person events. Check out highlights from the 2022 Spring Forum…(watch video)

 

How Asset Managers Use CDPs To Create The MarTech Stack Of The Future:

By:  Marianne Hewitt, The Growth Strategy Group     (03/2022)

Asset managers must continue to drive down expense ratios and keep an intense focus on growth by leveraging modern technologies and improving operational efficiencies. For asset managers to deploy that technology, they need to invest in the marketing technology (Martech) stack of the future…(read more)

 

 

Post-Covid Collaboration Boosting Analytics Efforts

By:  Loren Fox, Ignites Research     (12/2021)

Data and analytics are shaping sales efforts more than ever in the wake of the pandemic’s lockdowns. The unlikely cause: a rise in digital collaboration since early 2020 that led sales and marketing teams to engage more deeply with the data about advisors that asset managers have been amassing and analyzing for years…(read more)

 

Exactly What We Gain by Going Back Out On The Road

By: Andy Serwer:  Yahoo! Finance     (10/2021)

I’m on the road again, though with all due respect to Willie Nelson, I’m not sure I just can’t wait to get on it. ‌This is about business travel of course and more specifically going to conferences, conventions, and the like. So yes, I’ve been getting back to that old familiar routine of airports, airplanes, hotel rooms, endless days, and very little sleep…(read more)

Asset Management Outlook: Next-Generation Distribution Enablement

By: Bill Sheldon, MarketBridge and The SME Forum     (08/2021)

Insights and Critical Actions for Asset Management: Economic Disruption and Its Impact on Distribution: For years asset managers have discussed the need to transition to a “next-generation” distribution model to offset industry-wide margin declines. Many have been slow to adopt more advanced data, analytics, and technology capabilities, but the pandemic was a forcing event as relationships went virtual. The question has now become…(read more)

 

Democratization of Technology and the Changing Role of IT

By:  Tom Berger, HSO and Natixis     (8/2021)

In the last 20 years, the role of IT has changed to meet end user demand for self-service technology. No longer is IT the holder of all the keys to technology—managing everything hardware to passwords; IT is now facilitating and managing the shift to end users having more control over how they access, control, and leverage data…(read more)

 

The New Urgency for Data Driven Sales

By: Ignites Research and The SME Forum     (06/2021)

Retail and institutional sales teams should join forces to use data to better drive sales, a new report from Ignites Research in partnership with The SME Forum suggests. Though fund shops’ data analytics capabilities have gotten stronger in recent years, gaps remain between the retail and institutional sides of distribution, according to a new report from Ignites Research. The paper, “The New Urgency for Data-Driven Sales,” is based on surveys of heads of data analytics and business intelligence at 26 firms conducted with SME Forum…(read more)

 

 

Lessons from Lockdowns: Benchmark Survey Autumn 2021

By:  Ignites Research and The SME Forum     (06/2021)

The pandemic-caused lockdowns of 2020-21 plunged the industry into a widespread experiment in remote work. This obviously changed some of the processes in the business, and accelerated the existing trend towards greater digital engagement. By exploring some of what changed during the lockdown period, we may be able to draw lessons for the future (or at least ask better questions going forward)…(read more)

 

On-Demand Webcast: Rapid Apps, Accelerated Results

By:  HSO     (04/2021)

On-Demand Webcast: Rapid Apps, Accelerated Results. You have big goals, your off-the-shelf CRM software, whether Salesforce or Dynamics 365 CE, is falling short and building a custom application isn’t in the time budget or financial budget…(read more)

 

2020 SME Forum Review and Outlook

By: Hazem Gamal, The SME Forum     (01/2021)

Here we are in what seemed like an interminably long year.  Like you, we can’t wait for 2020 to be over and jump into 2021!  Although the year had its disruptions and forced us to accelerate many of our in-flight efforts, we can say with confidence that 2020 is ending up really well for The SME Forum thanks to you…(read more)