Client engagement technologies have come a long way over the past decade. Discover how this new tech stack will help impact your firm's productivity and compliance goals this year.
We’re pleased to welcome Federated Investors and Wasatch Funds to the MFEA. Paul Uhlman, President – Federated Securities Corp., will hold the Board of Governors seat and Eric Bergeson, President of Wasatch Funds, will serve as Board of Governor.
Envestnet | PMC provides their perspective on this critical issue: Investigation Of The Asset Class And Manager Selection Decisions
MFEA met at Legg Mason in Baltimore on May 10-11 to explore key issues facing distribution and product teams.
Seismic’s Craig Dunham discussed the overall technology landscape and ways firms can gain operational efficiencies to overcome industry challenges.
Harvest argues that traditional company websites are becoming less and less important when alternative, more effective distribution channels are available.
Harvest Exchange is a third-party publishing platform that has taken the finance industry by storm. Hear insight about what your company could do to further its efforts.
From the evaluation of key digital drivers to the role of paid opportunities, social advertising and print marketing, Digital Summit participants heard from panels of fund innovators who understand the unique digital landscape of the industry.
Traditional sales onboarding strategy continues to fall short, with only 7% of organizations describing their sales onboarding programs as robust and complete. Whitepaper describes six specific ways you can use mobile-video sales learning tools to onboard sales reps more quickly, effectively and at lower cost.
Join the MFEA April 5 to see how SalesFocus Solutions has enhanced its innovative mobile app with advanced timeline and search functionality, sales and activity analytics, market share data integration and more. Additionally, learn how the Unify Database can enhance your current data cleaning efforts.