Fall 2020 SME Forum, Engaging for Growth, October 19-21, 2020

At a time of social distancing, our need to learn, connect, and share with one another has never been more pronounced. The global pandemic has abruptly changed the very ways in which we engage with our internal stakeholders, and in turn, how our Sales, Marketers and Servicing teams engage with their customers.

Whether it is a Client Showcase, Forum Workshop, one of the Member Socials, or an Open Lounge, you will be able to engage with the session leaders, fellow participants, and the broader community before, during, and after each session. This proven approach is designed to help ensure you are getting the most out of this event and your continued membership with The Forum.

Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.

Throughout the Engaging for Growth conference, we will focus on:

•   Sharing best practices and lessons learned
•   Introduction of and deep dives into real use cases
•   Exploration of emerging topics in various ways

Sessions will cover subjects relevant to our Marketing, Sales, Service, Operations and Technology members and beyond. We invite you and your colleagues to lean-in with us to connect and gain insights that you can use and share with others.

Sessions

All times are Eastern Time Printable Schedule || Times, presenters and sessions are subject to change.

10/19/2020

10:00 AM
-to-
10:45 AM

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Unstructured to structured data-a look under the hood

Hazem Gamal

There is a lot of buzz around how AI and ML is the future, but where is it today? How is ML actually being implemented and where could it help you move your organization forward? One seemingly simple way is to take your unstructured data and structure it using ML. Why? Here are a few of the things that become possible when you have well structured data:

•   Data driven customer segmentations
•   ROI maximizing call frequency and engagement recommendations by segment
•   Territory alignments built around value and potential rather than existing personnel
•   Compensation models that incentivize revenue generating behaviors
•   Marketing mix optimizations that examine the ideal mix and sequence of sales and marketing efforts across customer segments

Let’s take a look under the hood to see how ML is being leveraged to take conversational text and turn it into structured data.

10/19/2020

11:00 AM
-to-
12:00 PM

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Driving Adoption of Your Next Solutions

Lou Fox

Are your solutions designed to be desirable, or does adoption need to be forced and continually enforced? Designing applications that are naturally adopted can save your business time, energy, and resources. In this session, we’ll explore a Design-Thinking Tool called the Relationship Modeler, and we’ll learn to build solutions that people naturally desire to use more and more. Join us for this interactive session where you will be able to participate in using the tool online.

10/19/2020

12:30 PM
-to-
2:00 PM

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Extracting Value from Data Packs and Market Share services

Mario Gallatto

Learn about continuing adoption, use and development of capabilities among your Asset Management peers. There is a surprisingly broad spectrum of techniques, use cases, and considerations in the application of this data. Learn how others are working to leverage these rich data sources to their advantage. During this workshop we will also be exploring different ways that you can provide valuable insights for your organization. This interactive workshop using our online collaboration space will leave you with actionable steps to take and ideas to pursue.

10/19/2020

2:30 PM
-to-
3:30 PM

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Distribution Through the Lens of Advisor Teams

Hazem Gamal

This interactive session will cover best practices in the use of advisor teams data today as well as key trends in the industry. The group will discuss challenges that asset managers might be facing in the use of advisor teams data and practical solutions. Executives from asset managers will share their use of SS&C advisor teams services and other third party solutions as well.

10/19/2020

4:00 PM
-to-
5:00 PM

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Institutional Roundtable

Tony Busacca

A growing portion of the SME Forum community is focused on the Institutional end of the business either in part or entirely. This roundtable will bring the Institutional members of the Forum together to discuss common topics of interest and develop a working outline of initiatives to address together going forward.

10/20/2020

12:00 PM
-to-
1:00 PM

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ETF Growth: Reporting and Compensation Considerations

Mario Gallatto

ETF products have been proliferating over the past decade and accelerated their share of market for many firms in the past few years. This working session will consider the ways firms are capturing this data, third party services that are helping provide additional insights and other resources available to shed light on this growing product line. This will be a working breakout for those interested in sharing and learning about how best to capture ETF activity for Marketing, Distribution, and Compensation purposes.

10/20/2020

1:30 PM
-to-
2:30 PM

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Data-Driven Distribution: How Invesco drives Client-Centricity

Nathan Stevenson

Invesco has a client-centric approach to sales, marketing and data science. Hear about how they activate their vast wealth of data by partnering with AI Fintech Forwardlane to accelerate their Data-driven distribution path to empower their sales teams to be smart, faster with unique insights to strengthen client engagement, provide a personalized client experience, improve productivity, drive growth and reduce redemptions.

10/20/2020

3:00 PM
-to-
4:00 PM

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Fast Forwarding Adoption

Barney Holmes

In this session you will learn how Lord Abbett took a user centric approach to quickly build an award-winning mobile experience for their sales organization. Hear from the project team and user community about the opportunity they had, the journey they took together and encouraging experience and results being delivered now.

10/20/2020

4:30 PM
-to-
5:30 PM

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Marketing Roundtable

Elaine Villas-Obusan

The SME Forum

A seasoned asset management leader, Elaine is a senior executive in marketing with significant experience in developing and leading strategic initiatives for complex, global, high growth organizations.

She has a deep understanding of the current issues and evolving trends affecting the industry which has helped in launching new products and services as well as designing channel segmentation strategies. Throughout her career, she has partnered with the distribution and investment teams working with C-suite executives to create holistic, outcome focused programs to increase revenue, engage and retain clients.

In her current role as a consultant at Wells Fargo Asset Management (WFAM), she is responsible for leading and implementing the marketing strategy behind the launch of Remi, the firm’s proprietary customized Separately Managed Account Platform (SMA). The platform assists financial advisors in building tax-efficient and customized solutions for their clients. She is also a valued partner to the sustainable investing team, working collaboratively, developing messaging and positioning to broaden awareness of the company’s growing Sustainable Investing capability.

Prior to her WFAM, Elaine was a Director and Head of Investments and Intermediary Marketing at Foresters Financial, where she led the product marketing team responsible for developing and implementing the firm’s digital first go-to-market strategy including management of the firm’s content. Previously, she held a variety of senior product marketing roles at leading asset management firms including Aberdeen Asset Management where she was Head of Intermediary Marketing in which her team won several mutual fund awards for risk diversification. She also worked at Four Wood Capital Partners, as Director of Strategic Marketing and Vice President of Marketing for the Transparent Value Equity mutual fund at Guggenheim Partners. She started her career at OppenheimerFunds working across integrated, digital, brand and product marketing where she was part of the award winning “Globalize Your Thinking” campaign.

Elaine has a Bachelor of Business in marketing and land economy from University of Western Sydney - Hawkesbury, Australia and holds a FINRA Series 6 license.

Hazem Gamal

COO
The SME Forum

In addition to pursuing participant driven topics, we will be sharing the results of a recent SME Forum Survey and Information Exchange focused on an emerging service model: B/D mandated use of third party marketing content approval and distribution platforms. While conceptually there is much to be gained from such a model, we will share early lessons learned and work together to outline additional interests to be addressed by the SME Forum community around this nascent model. Those in Marketing, product development and related roles, will be interested to participate in this session.

10/21/2020

10:00 AM
-to-
11:00 AM

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Global Sales Enablement

Scot Hawthorne

Designed for those who have non-US operations, staff and responsabilities, this session is timed and organized around the needs of a growing group in the SME Forum community. Participant driven, it will cover new practices being employed, changes brought on by the pandemic and how firms are organizing and staffing their Sales, Marketing and other operations to support their both their domestic and international businesses.

10/21/2020

11:15 AM
-to-
12:15 PM

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The Hidden Costs of Unoptimized Technology

Hazem Gamal

COO
The SME Forum

Andy Ziegler

Andy Ziegler has over 15 years of experience creating, leading, and executing innovative and strategic solutions to complex business challenges. He has consulted to investment firms on their sales & distribution, marketing, client service, and client reporting, data management, and strategic technology direction. Andy has proven leadership skills and extensive background launching transformational programs resulting in increased client satisfaction and productivity. Additionally, he has experience deploying new business models, formulating effective go-to-market strategies, developing pricing and client segmentation models with attention to budgets, time frames, quality, and business specifications. Andy is effective at storytelling through data, leveraging data-driven analytics and technology to discover business insights, opportunities, and trends.

Bill Finnegan

Bill Finnegan is managing director, financial services marketing at Seismic. Bill is responsible for leading Seismic’s go-to-market efforts globally within financial services and expanding Seismic’s foothold in three key sectors –asset management, wealth management and banking. Prior to Seismic, Bill was the Chief Marketing Officer for AMG. He led the marketing effort for a family of more than 100 funds and SMAs managed by more than 35 independent and autonomous sub-advisers. Before that, Bill was Senior Managing Director of Global Retail Marketing at MFS, where he was responsible for leading the marketing strategy, content marketing and client engagement for MFS’ global retail marketing business. Bill has more than 25 years of financial sales, marketing and management experience. He earned a bachelor’s degree in finance and economics from the University of Massachusetts. He also holds Series 7, Series 24, Series 51 and Series 63 licenses.

Mirsini Tzigizis

Mirsini Tzigizis has over 15 years of experience creating high impact marketing and communications strategies. She has achieved distinction for her ability to influence and collaborate well across the organization. Mirsini’s innate entrepreneurial spirit and focus on innovation allows her to drive scale and efficiencies that deliver value. She led the implementation of a content management tool and leveraged it to drive adoption to additional cross functional teams, resulting in decreased production time and better sales enablement. Mirsini is a strategic contributor with demonstrated success in process and change implementation, project management, marketing strategy, defining brand and establishing content.

Unoptimized technology has a deep impact in an organization. Substantial costs driven by inefficiency and lost opportunity due to lack of technology optimization can be caused by siloed organizational thinking, project fatigue, and unused data. …and it’s not always the technology’s fault. Join us as we discuss how we have helped companies navigate these obstacles in the past, improving the ROI of their technology investments. Using Seismic as an example solution, we will also be demonstrating what fully optimized technology looks like, and the impact it can have on an Asset Manager’s distribution architecture.

10/21/2020

12:30 PM
-to-
1:30 PM

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Overcoming Sales Team Struggles to Use Data

John Pumphrey

According to a recent report from ZS Associates and discussed in Ignites article Data Bytes: Sales Teams Struggle to Use Analytics, many asset managers have taken steps to incorporate data analysis in their distribution, but few have seen a significant sales boost from those efforts. Of the sales and marketing executives at the 10 firms the research firm surveyed, none reported a large, measurable impact from data-driven distribution.

How can small, medium, and large asset managers effectively approach a data-driven sales strategy? How can a firm take advantage of analytics to drive successful outcomes without taking years to get the data and systems right? Understand how asset managers are solving this data challenge and using analytics to enable their distribution teams to achieve their goals.

10/21/2020

2:00 PM
-to-
2:45 PM

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Vision 2021

Loren Fox

Director of Ignites Research
Financial Times

Loren Fox is the Director of Ignites Research, a Financial Times unit offering business intelligence on the asset management business. 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.

Kelly Briden

Vice President, Asset Management Marketing
Charles Schwab & Co., Inc.

Kelly Briden is Vice President and Head of Schwab Asset Management Solutions marketing. In this role, she is responsible for promoting Schwab’s proprietary mutual funds, ETFs and separately managed accounts to institutional and retail audiences.

Ms. Briden joined Schwab in November 2015 to lead marketing effort across many of Schwab’s brokerageproducts, Schwab Bank and Trading Services prior transitioning to her current role.Before that, she spent nearly 10 years at Russell Investments, leading marketing for the Russell Indexes globally, focused on promoting the Russell Index data, investment products and Russell-based derivatives. She also spent more than three years marketing asset management and retirement products with Janus Capital.

Ms. Briden earned a Bachelor of Arts degree in Economics from University of Notre Dame and a Master of Arts in Global Finance, Trade and Economic Integration from University of Denver.

Ryland Pruett, CIMA

National Sales Manager
The Dreyfus Corporation—A Division of BNY Mellon Investment Management

Ryland Pruett is the National Sales Manager for BNY Mellon Investment Management. In this role, he is charged with leading both the external and internal field sales teams in the Broker Dealer, RIA and Bank Trust channels. Mr. Pruett is focused on offering a wide range of solutions, creating efficiencies in distribution and enhancing field intelligence through data analytics, all with the emphasis on meeting advisor and client needs.

Mr. Pruett joined BNY Mellon in 2014 from Neuberger Berman where he was Sales Manager for the broker dealer channel. In that function, he played a critical role in growing the sales force through two major expansions as well as raising and diversifying revenues within broker dealer distribution. Prior to joining Neuberger Berman, Mr. Pruett held sales and leadership roles at INVESCO. He has over 27 years of field sales and leadership experience.

Mr. Pruett earned a Bachelor of Sciences degree in Finance from Georgia State University’s J. Mack Robinson School of Business. He is a member of IMCA and has his Certified Investment Management Analyst (CIMA) designation.

David Rentfrow, CIMA

Head of Client & Digital Strategies
Thornburg Investment Management

David Rentfrow is head of client and digital strategies for Thornburg Investment Management. He joined Thornburg in 2018 as head of internal sales and continues to lead the internal intermediary sales team. In 2019, his role expanded to include responsibilities across all global distribution channels. David has more than 25 years of investment management distribution expertise.

David was a managing director and head of distribution for Crossmark Global Investments. Prior to this, he spent more than a decade at BlackRock, Inc., where, as a managing director, he led high-performing teams that worked to fulfill client needs, utilizing a broad array of financial instruments, including mutual funds, ETFs, separately managed accounts, and alternative investments. David also spent time at Merrill Lynch and Manulife Financial.
Raised in California and Illinois, David holds a BA in communications from Eastern Illinois University and a master’s degree in international business from Webster University in St. Louis. He holds the Certified Investment Management Analyst (CIMA) designation and is registered with FINRA with a Series 24, 7, and 66.

While traditional wholesaling will return in due time, the remote-work experience of 2020 gave many companies a vision of retail sales that depends more heavily on digital engagement with financial advisors. It's looking likely that some of that shift will remain even after the pandemic. Looking ahead, our panel will discuss the greater need for collaboration between marketing, hybrid/internal sales and external sales.

10/21/2020

3:00 PM
-to-
3:45 PM

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Emerging Practices in Sales Pipeline Management

Gal Steinberg

As once retail-oriented channels continue to institutionalize their product consideration and selection processes, Asset Managers find that their sales processes can benefit from more focused and systematic sales pipeline management. This, however, can be complicated by the sheer volume of potential deals that sales personnel and their teams now need to maintain, monitor, and be proactive with. In this session, we will talk about an emerging approach of Guided Selling and explore examples of emerging technologies that show sales leaders where their deals stand, what has been done, and guide their teams on the best next step towards more closed deals.

10/21/2020

4:00 PM
-to-
4:45 PM

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How do you bullet proof a Strategy and Roadmap for Data Management and Analytics?

Ed Garry

It is proven that to succeed, organizations must execute on a strategy that is data-driven. Creating a data-driven strategy was never simple as it requires analytics programs that are inherently complex, but must be planned and executed carefully. To make matters worse, the increasing pace of technology innovation is adding additional difficulty and complexity to transforming data into actionable business insights. From years of experience and 1,000s of projects, experiments, and proof of concepts, the Huron Blueprint was developed to help customers baseline the current situation, define the north star, blueprint the north star, and define the path forward.

Sponsors

AKA Enterprise Solutions is an HSO company, a global systems integrator and Gold Microsoft Partner focused on helping our customers realize transformative results. As the hub of HSO operations in North America, we are part of a global powerhouse with more than 900 professionals, recognized by Microsoft for the highest customer satisfaction rating of ALL Dynamics Partners worldwide and as their 2020 Partner of the Year for Modernizing Finance (Finance & Operations/ERP). HSO specializes in implementing, integrating, optimizing, and maintaining ERP, CRM, and other key business applications based on the Microsoft platform—Dynamics 365, Power Platform, Azure, and Cloud Services.

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. Every solution we deliver is designed to help our customers realize their vision by breaking down barriers and delivering fast time to value in a fast-moving world. Looking for real results? Let’s talk..

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.

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 data 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.

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.

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.

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/

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.

ISS Market Intelligence (MI), a division of Institutional Shareholder Services, provides critical data, insight, and workflow solutions to global asset managers, insurance companies and distributors. Through its combination of proprietary integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions that drive strategy and data-driven decision making across a wide range of financial products.

ISS MI includes the industry-leading data platforms BrightScope, Financial Clarity, Flowspring, Local Market Share, Mortgage Clarity and Simfund, as well as an extensive set of global research and analytic services including 529 & ABLE Solutions, Investor Economics, Market Metrics and Plan For Life.

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, hire skilled Software Engineers then 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, 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.

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.

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.

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.

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.

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 world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Sessions

Unstructured to structured data-a look under the hood

Hazem Gamal

Tom Yen

Lindy Astl

Driving Adoption of Your Next Solutions

Lou Fox

Hazem Gamal

Extracting Value from Data Packs and Market Share services

Mario Gallatto

Hazem Gamal

Distribution Through the Lens of Advisor Teams

Hazem Gamal

Hailing Xu

Cuiting Zhu

Aaron Courter

Ken Ennis

Institutional Roundtable

Tony Busacca

Hazem Gamal

ETF Growth: Reporting and Compensation Considerations

Mario Gallatto

Hazem Gamal

Data-Driven Distribution: How Invesco drives Client-Centricity

Nathan Stevenson

Craig Leib

Hazem Gamal

Fast Forwarding Adoption

Barney Holmes

Ryan Kubie

Marketing Roundtable

Elaine Villas-Obusan

Hazem Gamal

Global Sales Enablement

Scot Hawthorne

Hazem Gamal

The Hidden Costs of Unoptimized Technology

Hazem Gamal

Andy Ziegler

Bill Finnegan

Mirsini Tzigizis

Overcoming Sales Team Struggles to Use Data

John Pumphrey

Carmen Germaine

Michael Jones

Rebecca Muse-Orlinoff, CFA

Robert Allen, CFA

Vision 2021

Loren Fox

Kelly Briden

Ryland Pruett, CIMA

David Rentfrow, CIMA

Emerging Practices in Sales Pipeline Management

Gal Steinberg

Hazem Gamal

Ed Garry

How do you bullet proof a Strategy and Roadmap for Data Management and Analytics?

Ed Garry

Callen Raveret

Peter Lyons

Amy Ingram

Sponsors