Sep 25th

Podcast | Partner Perspective: Leveraging Data to Accommodate Changing Buyer Behaviors

In this podcast, we delve into the evolution of investor buying behavior, highlighting a rising demand for personalized investment solutions and the associated challenges for distributors. With insights from 6sense, a decade-old data company, we discuss leveraging digital footprints like website data, intent data, and CRM health. The shift from relationship-centric strategies to data-driven tactics in investment management provides firms with an edge, enabling them to compete with fintech platforms by offering unmatched personalization.

Other 6sense Resources:
Webinar: SEI Powers their Revenue team with Data and Insights for Digital Growth
Research Report: 2023 Annual Report: Unlocking the Revenue Potential of AI for B2B

PRESENTER

Kerry Cunningham

Head of Research and Thought Leadership

6sense

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Name: Podcast | Partner Perspective: Leveraging Data to Accommodate Changing Buyer Behaviors
Start: 2023-09-25T08:00:00-04:00
End: 2023-09-25T09:00:00-04:00

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.