[Asset Management distribution teams have long been promised that AI and intelligence platforms would make their jobs easier. Yet, in practice, many wholesalers and their internal sales support reps underutilize these tools.
With a rapidly changing operating environment, accelerating investment product evolution, distribution re-engineering, and technological transformation happening across the asset management industry, the Ultimus 2024 Registered Funds Client Summit
[Business model innovation is one of the most dynamic strategies available for forward-looking business leaders by providing expanded ways to explore business opportunities, deliberately redesign your firm for competitive positioning
[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there – leading to a more organized chaos in operating their bus
Our explosive and frenetic Age of Data has necessitated technology-driven processes for analyzing ever-increasing torrents of information to deliver actionable insights that can guide business decisions.
[The true value of an innovation, like artificial intelligence (AI), is found in its relevant applications. It is not just the technology that is important, but how you design and fashion the tech into an innovative solution.
[The financial distribution “supply chain” between asset managers and their financial advisor and wealth management firm clients has been fraught with wasted resources, engagement friction, and many inefficiencies.
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