Video

ALL-COUNCIL ROUNDTABLE | 2022 OUTLOOK – WATCH THE REPLAY

Councils, IMEA, Presentation, Uncategorized, Video

The Data, Distribution, Marketing and Product Councils met virtually to share perspectives on Advisor engagement, a top priority among investment management firms in 2022. Watch the replay and view the latest Advisor research and insights by Broadridge and Corporate Insight here.

In Session | Data Council

Councils, IMEA, Uncategorized, Video

On December 8, The IMEA Data Council met for the first time since it evolved from the Digital Council. The Steering Committee led an engaging discussion that provided insight on the Council’s evolution and explored the data challenges and opportunities among firms today.

The Evolution of the Marketing Campaign

Councils, IMEA, Video

Marketing leaders met on October 27 to discuss how personalization is impacting the traditional marketing strategy. Watch the Replay.

VIDEO: The Latest Trends in Asset Management Web Design

Partner, Uncategorized, Video

Corporate Insight discusses how firms are adapting to UX best practices and shares predictions for where design is headed in the future.

The Evolution of Digital Enablement

Councils, Video

The Digital Council discussed the rapidly changing area of digital enablement, with insights from a wide range of investment management firms. Watch the Replay.

Leadership Summit | Customization, Client Preferences & Tax Efficiency

IMEA, Uncategorized, Video

More than 75 members registered for the second session of the virtual Leadership Summit on October 6 exploring Custom Indexing. WATCH THE REPLAY

Distribution Council Roundtable | Next Generation Engagement

Councils, IMEA, Uncategorized, Video

Next Generation Distribution Engagement was the subject of IMEA’s Distribution Council Roundtable on October 1. Members were broken into three separate rooms for interactive discussion on critical issues in this important business area. WATCH THE REPLAYS