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Oct 31, 2019

How a golden data set can help overcome common data challenges

How do you infuse data into your day-to-day business? In a recent webinar, The Data Age—How data can drive decisions at all levels of an organization, Alastair Hewitt, Director, CORE-Sightline and Lyndsay Noble, Director, Data Science explored what goes into creating a “Golden Data Set,” and how organizations can use that information in a strategic way.

Oct 3, 2019

The data age: how data can drive decisions at all levels of an organization

When it comes to technology adoption and data, early adopters and innovators have a competitive advantage. SS&C’s webinar, The Data Age: How Data Can Drive Decisions at all Levels of an Organization covers how data impacts the decision-making process for alternative and asset management firms.

Jul 1, 2019

What to look for in your digital transformation partner

To deliver an optimal experience today, organizations have to navigate an increasingly complex world of blended technologies and security risks, rapidly-changing consumer demands and an expanding universe of data.

How? Digital transformation.

Jul 9, 2018

Six more sales skills for a changing world

As the advisory landscape changes, asset management distribution is also evolving to match advisors’ shifting priorities. A key consideration for modern asset management sales leaders is making sure their salespeople are equipped with the skills they need to keep pace with change and prepare their organizations for the future.

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. 

May 3, 2018

Are these two trends sidelining your distribution efforts?

Distribution in the asset and wealth management industry is severely challenged obviously, but there are two trends which clearly exhibit just how challenging the environment is in the first half of 2018: the declining organic growth of asset managers and diversification of advisor business. 

Mar 26, 2018

Getting creative in the challenging, quickly growing RIA space

One thing was clear from RIA executives: the plans set in or before 2017 will continue into 2018 with a deeper and more precise focus on reframing distribution models by focusing on the upfront value, looking at segments advisors they hadn’t previously approached, and putting a concerted effort on building trust.

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.

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