Trends in Marketing & Marketing Data – Cutter Associates Benchmarking Survey Results

Cutter Associates surveyed asset management marketing leaders across four marketing focus areas: strategy, content, channels and operations. The survey results revealed a number of surprises, and points to an overall trend of transformation as marketers are embracing new forms of communication to better engage audiences. Key take-aways and trends will be presented with discussion to follow.

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PRESENTER
John Refford, Consulting Director — Cutter Associates
John works with asset managers to improve their strategy and tactics on various client facing initiatives including: customer experience management, marketing automation, lead generation, client portals, client reporting, material production, email marketing, data management and analytics.

Salesforce Integration and IntelliMARS Mobile Solution

Please join us to learn more about the MARS custom Salesforce integration and IntelliMARS mobile solution. Both products have been specifically designed so asset management firms can leverage their sales and asset data on one or both platforms.

We will review the real time, bi-directional integration of data to and from Salesforce, Dashboards, Reports, and Profiles, including Team information. We will also share with you the latest version of our IntelliMARS mobile solution. IntelliMARS is platform agnostic and can be integrated to work with your current CRM and Data model.

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PRESENTER
David Halligan, Director, Sales and Account Management — MARS SalesFocus Solutions
David Halligan has been in the Financial Services and Asset Management Software Industry for almost 25 years. Over the last 6 plus years, David has been Director, Sales and Account Management at SalesFocus Solutions where his focus is on providing solutions to the asset management industry as it relates to Distribution Data Management through the robust and flexible MARS suite of products and services.

An industry gathering of senior marketing executives will meet to candidly discuss trends, opportunities and challenges most critical to those leading their firms’ marketing strategies and their leadership teams. Join your peers for an insightful discussion on a range of topics designed to advance your thinking as a strategic leader, fuel your marketing strategy, and help power your marketing team. The day will include expert perspective and intimate, targeted conversations on issues such as:

• Optimal Marketing Organizational Structures
• Current State of the Sales/Marketing Dynamic
• Marketing as a Driver of Diversity & Inclusion
• Operational Expense Pressures (Outsourcing & Offshoring)
• Global Marketing Challenges
• Marketing Talent & Managing Teams: Roles, Training & Skillsets
• Optimizing Data – Evolution of Sales & Marketing Analytics to “Distribution Intelligence”

SCHEDULE

Wednesday, March 4 | 6:00 PM
Networking Reception
Location TBD

Thursday, March 5 | 8:30 AM – 3:00 PM
Strategic Marketing Pop-Up Roundtable
Hosted by Columbia Threadneedle Investments
225 Franklin Street, Boston, MA 02110
32nd Floor, Room 3200

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. Agenda highlights include:

• SS&C Perspective on Technology Adoption, Client and Digital Experience and More
• Leveraging Distribution Data for Marketing
• Digital Perspective — An Inside Out View
• The New Sales & Marketing Relationship
• Executive Roundtable

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Tuesday, March 17 | 6:00 PM
Networking Reception
Denver Marriott South at Park Meadows
10345 Park Meadows Drive, Lone Tree, CO 80124

Wednesday, March 18 | 9:00 AM | Breakfast & Registration: 8:30 AM
Digital & Data Interchange
Charles Schwab
9899 Schwab Way Ste 100, Lone Tree, CO 80124

This issue-focused forum will bring together investment management executives involved in Portfolio Construction and Model Portfolios for the third consecutive year. Discussions will be centered around the trends, opportunities and challenges in this rapidly growing business area. Consultant and partner perspectives from Cerulli, LPL and Morningstar will be followed by candid, member-only conversations on topics identified as top of mind.

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SCHEDULE
Tuesday, March 31
Networking Event | 6:00 PM
Location TBD

Wednesday, April 1
Portfolio Construction Pop-Up Roundtable | 8:30 AM – 3:00 PM (tentative)
Natixis Investment Managers
888 Boylston Street, 4th Floor, Boston, MA 02116

Investment management executives with responsibilities in distribution, sales and product management and development will come together in New York to examine top-of-mind issues in these critical business areas.

SCHEDULE
Wednesday, May 13
Distribution Summit | 8:30 AM – 3:00 PM (tentative)
Hosted by Invesco
225 Liberty Street, New York, NY 10281

Networking Event | 6:00 PM
Bobby Van’s
131 E. 54th Street, New York, NY 10006

Thursday, May 14
Product Summit | 8:30 AM – 3:00 PM (tentative)
Hosted by Invesco
225 Liberty Street, New York, NY 10281