ASSET MANAGEMENT ON-DEMAND WEBINAR
In-Depth Findings Review: Next-Generation Distribution Enablement
In this 30-minute on-demand webinar we share the results of our comprehensive report, “Next-Generation Distribution Enablement: An Outlook for 2022.” Based on surveys with 35+ asset management firms (including a number of SME Forum members), and over 100 financial advisors, Bill Sheldon, SVP leading our 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.
What we cover…
Watch it on-demand and get immediate access to the full report.
WATCH IT ON-DEMAND
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.