2021 Survey Results Covering Financial Advisor Expectations
How Teams Can Enable Financial Advisors as They Navigate the Post-COVID Landscape
Last year, distribution enablement changed overnight as the industry went virtual. In this on-demand session, we present our recent survey results as Financial Advisors navigate the post-COVID landscape, face new needs and expectations, and engage with asset management firms differently than before. We will connect these insights to strategic distribution imperatives that sales and marketing teams need to make in the coming year. In addition, we share the #1 enablement priority for asset management leaders—better leverage their existing technology tools and data and analytics investments to drive productivity and advisor enablement.
What we cover…
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About the Speakers
Hazem Gamal is the leader of The SME Forum, a professional membership organization primarily for Sales, Marketing, Operations, and Technology practitioners in Retail and Institutional Asset Management firms. Initially the senior representative for OppenheimerFunds until 2017, he grew to be a leader in the development of the original Siebel CRM user group, its long-time incarnation as The CRM Forum and now as The SME Forum. The SME Forum is based out of the New York City metropolitan area with over 60 member firms throughout the U.S. and Europe.
With over 20+ years working with financial services clients, Bill knows the most effective data-driven sales and marketing approaches for banking and investment clients. Prior to rejoining MarketBridge, Bill was the Chief Solutions Officer at Angoss Software, with overall responsibility for the design, development and deployment of predictive analytic solutions within major financial services accounts, including Great West, MetLife, Oppenheimer, Allianz, and Alliance Bernstein among others. Recently Bill has been helping investment firms navigate the changing distribution landscape and align sales and marketing teams in digitally focused initiatives.
Steven Lewis leads the Go-to-Market solutions practice with MarketBridge, guiding the development and delivery of strategic efforts with sales and marketing leaders. Steven brings a differentiated go-to-market point of view that fuses insights and innovation with a focus on data, customer experience, business imperatives, and an understanding of complex routes to market, to drive effectiveness and cohesion across organizations he consults with. Steven has deep industry expertise within financial services and high tech (channel), working with industry leaders to understand the market and business dynamics and enable the development and implementation of innovative go-to-market solutions.