Search posts by category

Aug 12, 2019

Artificial Intelligence at SS&C Deliver 2019

Are you interested in learning more about new technologies like artificial intelligence and machine learning? Join us for one of the following sessions to explore how new innovations can propel your business forward:

Jun 11, 2018

Different distribution strategies, one central element: data

At our recent Distribution Strategy roundtable, Distribution leaders had differing opinions on where their focus would be in the next 3-5 years: some plan changes to product offerings, others want to improve their technology acumen, and others plan to change their approach to customers. 

Feb 28, 2018

Can sales teams have impact on redemptions? A growing number of firms say yes

Despite remaining skepticism amongst many sales managers, many asset management firms that have placed an increased emphasis on asset retention have found salespeople are able to reduce redemption rates.

Feb 14, 2018

In the age of data, sales teams shouldn’t knock on every door

Today, data exists that when analyzed can provide incredible insights about advisors – insights that can help to eliminate much of the door knocking, to streamline the path to achieving sales expectations, and to better align sellers and buyers.

Jan 18, 2018

What if your best opportunities aren't where you've been looking?

While the biggest firms can afford to put boots on the ground in every region, small and mid-sized firms have to make strategic decisions about which parts of the country they’ll cover with what resources. 

Jan 5, 2018

Why a distribution strategy requires business intelligence

Most asset managers are now aware that business intelligence is not an optional extra, especially when it comes to distribution strategy. Despite this, business intelligence has primarily been viewed as a support function within many firms’ distribution organizations, responsible for providing leaders with on-demand analytics that they can use to help drive strategic decisions. 


Theme picker