Internal Sales Desk Council Virtual Event (On-Demand)
The intermediary channel is undergoing rapid transformation—driven by AI, evolving advisor expectations, and the need for smarter, more scalable sales coverage. If you missed the live session, you can now watch the full webinar on demand.
In this forward-looking discussion, industry peers explored what sets this moment apart and how internal sales teams can adapt to unlock greater productivity and growth. The conversation dives into how AI is reshaping the wholesaler model, what an AI-enabled day-in-the-life looks like, and which activities are becoming increasingly automated.
You’ll also gain perspective on the most pressing bottlenecks facing teams today, how to effectively measure the impact of AI, and the key risks leaders should be prepared to navigate.
While the live session featured interactive polling and peer insights, the replay captures the most valuable takeaways—offering practical guidance you can apply immediately.
Watch the replay to:
- Understand how AI is transforming internal sales and distribution models
- Identify opportunities to increase efficiency and scale coverage
- Learn how peers are measuring success and navigating challenges
- Walk away with actionable strategies to implement over the next 6-12 months
Don’t miss the opportunity to stay ahead in an increasingly competitive landscape—watch the replay below.
