IMEA

The Tech Stack for the Fiduciary Era

The Tech Stack for the Fiduciary Era

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.
Announcing Two New Members

Announcing Two New Members

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.
Digital Summit – Event Materials

Digital Summit – Event Materials

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.
Allego Whitepaper | Reinvent Sales Onboarding

Allego Whitepaper | Reinvent Sales Onboarding

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.
Webinar — SalesFocus Solutions

Webinar — SalesFocus Solutions

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.
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