IMEA

Data | Are You Riding the Crest or Drowning?

Data | Are You Riding the Crest or Drowning?

SalesPage shares how a client data platform helps you: 1) Establish a universal format, repository, and process to standardize trade and asset data 2) Provide transparency by channel, line of business, firm, and advisor with consistent reporting. 3) Ensure flexibility to take advantage of the best data and technology in the future.
Presentation Available | Seismic Webinar

Presentation Available | Seismic Webinar

It’s reported that asset management behemoths guide their marketing strategies and efforts with data analysis tools driven by sales enablement. Seismic discussed the fundamentals of sales enablement and how it is shaping asset management marketing and sales teams.
From the Director’s Chair

From the Director’s Chair

“This month’s Leadership Summit provided great insight on what’s to come in 2019, including the launch of the Education Council. Look for more information coming soon on upcoming initiatives including Advisor Education.” — Kimber Lintz, IMEA Director
Product Industry Insights

Product Industry Insights

Strategic Insight’s Fund Sales Benchmarking study provides a roadmap to guide fund managers’ pricing considerations today and in the future.
New Partner Announcement

New Partner Announcement

IMEA welcomes new partner, Fugent. Fugent is an agent for change in the industry, providing effective insights and engagement strategies for financial services professionals.
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