AGENDA ANNOUNCED | DIGITAL & DATA INTERCHANGE
Make plans now to join industry leaders in data, analytics, digital strategy and innovation to discuss top-of-mind issues, emerging opportunities and ongoing challenges in this critical business area.
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The Advisor Education Center is LIVE!
The IMEA’s Advisor Portal will serve as a valuable, one-stop resource for advisors to access Client Education and Practice Management content. Click here to submit content and learn more.
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Pop-Up Roundtable | Strategic Marketing • March 5 • Boston
Senior marketing executives leading their marketing strategies and leadership teams will come together for candid conversations on key issues they’re facing including Org Structure, Expense Pressures, Optimizing Data and Marketing Analytics.
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A Data-Driven Approach to Content Management and Publishing
You’ve heard it a million times: Content is king. But who knew content could also be a tyrant? In highly regulated industries, such as asset management, the content demands can be challenging.
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Leverage Your Own Data First
David Halligan details how to build the necessary foundation to enhance platforms and integrate data within your firm’s CRM.
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How to Build a CRM System Your Financial Organization Wants to Use
CRM systems allow you to scale your financial organization, but they also require reps to complete more work — a CRM system on its own does little to drive meaningful engagement with customers.
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ISS Market Intelligence
IMEA Corporate Partner and Product Council Sponsor, Strategic Insight, recently became ISS Market Intelligence. Learn more about ISS.
John Refford, Consulting Director — Cutter Associates
David Halligan, Director, Sales and Account Management — MARS SalesFocus Solutions
