In-Depth Findings Review: Next-Generation Distribution Enablement

Based on surveys with 35+ asset management firms (including a number of SME Forum members), and over 100 financial advisors, Bill Sheldon, SVP leading MarketBridge’s Financial Services practice, shares research and insights on how changing market dynamics are evolving sales, marketing, and distribution effectiveness. Most importantly, the research identifies what asset managers must do to transition to next-generation distribution—or risk falling further behind.

Asset Management Outlook: Next-Generation Distribution Enablement

We analyzed 35+ firms across a mix of firm sizes/AUM and distribution channels, and surveyed over 100 financial advisors on their relationships with AMs. Download the report for what asset managers are innovating and prioritizing to transform distribution enablement.

2021 Group Benefits: Shifting the Mindset from Products to Solutions

In Part 3, our team shares why Brokers and Providers are bundling coverages, the innovation potential for group benefits leaders that are transitioning from products to solutions, and 5 steps to building a customer-centric solutions strategy.

2021 Group Benefits: Personalizing the Benefits Experience Via Employee Segmentation

In Part 2, our team shares how the pandemic has altered employee engagement in the benefits enrollment process, what employers and employees need from carriers/brokers during this accelerated transition, and what this means for…

3 Steps to Using Data to Idle Defection Risk and Improve CX

Your success relies on how you manage your leaky retention bucket. Download the framework for 8 go-do’s to idle defection risk and improve your CX.

Activating Competitive Response to Fintech Disruption

Access our on-demand webinar to learn how Financial Services incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions to respond to FIntech competition.

Fintech Disruption Go-to-Market Toolkit

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. In an effort to identify which incumbent strategies to promote advantage, we analyzed over 100 financial services and fintech companies and surveyed 1,500 consumers across banking and payments, insurance, and investments.

Levers for Disruption: How Incumbents Can Compete Against Fintech

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…

Executing Customer Retention in Times of Disruption

We are living through an era of ‘what’s old is new’ as it relates to retention. While executives have always understood the value of keeping loyal customers, massive market transformations have raised the stakes and forced what often was a behind the scenes ‘autopilot’ type of effort to a critical front and center strategy. Retention efforts without customer data and insights fly blind, and the best data and insights are useless if not linked to prescriptive retention execution plays…

Reboot Customer Retention: Using Data to Idle Defection Risk

Most companies can expect the inevitable, 10-20% YoY attrition of existing buyers. But under pandemic circumstances, businesses can’t risk any additional loss furthermore making “the customer experience” an important area of scrutiny. Join us on Thursday, June 11th at 3:00 PM ET as we cover the specific data points needed to predict at-risk-buyers and improve CX.