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May 12, 2022

Webinar Recap: Digital Assets and NFTs in Asset Management

With the total value of the market for digital assets approaching $2 trillion, it is natural and unsurprising that many investors are asking if digital assets should play a role in their portfolios. To answer that question though, we must first step back and ask how we determine which assets belong in a portfolio in the first place.

Apr 21, 2022

Is Now the Time for You to Review Your Transformation Journey?

Over the last two years, we’ve seen many businesses quickly adapting to a Work-from-Home (WFH) approach for their teams, lifting and shifting their current processes from a centralized office into a decentralized world.

While this was achieved for most businesses to varying degrees of success, it begs the question: are their current processes still the best way to go?

Apr 20, 2022

NFTs, Cryptos and the Fed

There is significant interest among retail investors in digital assets such as NFTs, cryptos of all types, and any firms in the crypto and NFT space. We’ve all seen stories in the Wall Street Journal and Bloomberg about animated pictures of monkeys and wolves selling for five, six, or seven-figure amounts, while cryptos ranging from Bitcoin to Solana sports total returns to investors in excess of 1000% over just the last two or three years.

Apr 5, 2022

Are You Optimizing Your Territory Design Efforts?

In almost every consulting engagement that our Research, Analytics and Consulting group undertakes, we are tasked with determining whether an asset manager's territories are optimized and, if they are not, how can they be. The designing and structuring of wholesaler territories have evolved significantly in recent years, with managers using a myriad of strategies and each integrating data to varying degrees and at different stages of the process. Our recent “Productivity Insights: National Sales Team” survey investigated the initiatives being prioritized by distribution organizations. The survey reveals that advisor segmentation has remained a top priority for most managers in each of the last two years while territory design and structure have become less important and are prioritized by fewer firms.

Mar 31, 2022

Territory Design Across Industries

Creating effective sales territories is an essential component of a successful sales strategy in any industry, and designing these territories is a complex and often controversial topic for sales leadership. Regardless of your industry and company size, every sales team needs to have a set of clear and measurable guidelines for their sales coverage. How do you create sales territories across different industries? What are the characteristics and design elements of these territories? Are there different approaches for the type of company you are in?

Mar 28, 2022

The Top 9 Benefits of Robotic Process Automation

Organizations are always looking for opportunities to execute faster, cheaper and more accurately, and continue to look to technology for help. Even so, many complex highly regulated businesses in banking, financial services, insurance and healthcare are often inhibited by legacy systems that lack flexibility or an ability to easily integrate, resulting in sustained, costly operations prone to high error rates.

Mar 21, 2022

Five Reasons Organizations and Employees Both Love Webinars

Organizations have options for educating and training employees, from in-person and virtual instructor-led classes to self-study eLearning and online resources. Different organizations take different approaches based on their size, culture and business requirements, and webinars are usually in the mix. Why? Webinars offer a convenient way to communicate live with employees or as a recording for future on-demand viewing.

Mar 9, 2022

3 Reasons Organizations Wait to Automate and Why You Shouldn't

Poor data accuracy rates, real-world data challenges like poor image quality and handwriting, and slow turnaround times are a constant source of frustration to COOs and CTOs alike—whether for new business workflows or back-office workflows servicing existing customers.


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