Dec 1st | 1:00 PM - 2:00 PM | Watch the Replay

The Rule of Three: Insight Creation, Delivery & Adoption

Distribution Intelligence Council Virtual Event – Webinar Replay

In this engaging session, our panel took a fresh approach to the traditional format, exploring the full Distribution Intelligence workflow through the perspective of three distinct roles, representing three different firms. The discussion highlighted how varied priorities and experiences intersect to build high-performing Distribution Intelligence teams and drive measurable impact across the organization.

Key takeaways from the session:

  • Understanding what data science teams truly aim to focus on.
  • Strategies to make territory planning more effective.
  • Insights into what enables field sales teams to perform at their best.

Watch this dynamic conversation to gain practical insights and actionable ideas from three unique viewpoints on Distribution Intelligence.

PRESENTERS

Ashley Wood | Moderator

Vice President, Head of Data Science

Broadridge

Kevin Crouch

Vice President, Head of Data Science

Calamos Investments

Dale Korman

Senior Vice President, Regional Investment Consultant

Harbor Capital Advisors, Inc.

Dan Hart

Relationship Manager

Neuberger Berman

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