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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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.
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Submit Advisor Education Content
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 about the Portal.
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PwC | Mutual Fund Outlook
Leadership Summit presenter, PwC, breaks down emerging opportunities, leveraging technology and finding innovative ways to deliver value to investors.
John Refford, Consulting Director — Cutter Associates
