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Sep 10th | 2:00 PM - 3:00 PM | Webinar

Moving Quickly with AI in Asset Management Distribution

Practical Strategies, Prerequisites, and Lessons Learned from the Front Lines of Execution

The question for asset management distribution teams is no longer if AI can optimize sales, marketing, and client enablement—it’s how fast you can deploy it to gain a competitive edge. However, moving from a compelling AI concept to a fully operational, compliant distribution tool in a timely fashion is easier said than done.

Join IMEA and Ken Ennis, Head of Business Intelligence at SS&C Technologies, for a practical discussion on what it actually takes to implement AI solutions quickly and successfully in today’s market. Drawing directly from SS&C’s extensive work and hands-on experience deploying AI within asset management, this webinar will move past the theoretical hype. We will deliver a concrete blueprint for how distribution leaders can accelerate their AI initiatives, avoid common implementation traps, and drive immediate value.

What You Will Learn

  • The Crucial Prerequisites: The foundational data infrastructure and operational alignment required before you can successfully launch an AI initiative.
  • Agile Implementation Strategies: How to bypass the standard, multi-year enterprise bottleneck and deploy high-impact AI solutions in a fraction of the time.
  • Real-World Lessons Learned: Critical takeaways from SS&C’s frontline work in the space—what works and how to manage the unique data realities of the asset management space.
  • Maximizing Distribution Impact: Identifying the highest-leverage quick wins for sales enablement, predictive targeting, and personalized client communication.
  • Continuous Improvement: How to incorporate a process to continually enhance AI offerings to keep up with the competition, recognizing that AI initiatives are not a one-off project

Whether you’re shaping distribution strategy or overseeing AI initiatives, you’ll leave with practical frameworks, implementation best practices, and proven approaches for turning AI into a competitive advantage more quickly.

PRESENTER

Ken Ennis

Head of Business Intelligence

SS&C Technologies

THERE’S NO BETTER TIME TO

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For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.