The Mutual Fund Marketing and Sales Summit 2015 is a conference that focus on how marketing & sales can work together to develop a consistent brand message.
Topics
- INSTITUTIONAL
- The Subtle Art of Marketing Mutual Funds to an Institutional Audience
- Opportunities for Mutual Fund Sales Growth in the Institutional Market
- Mastering the Complexities of Selling Mutual Funds to Institutional Plans
- Gatekeeper Roundtable
- Opportunities for Growth Through Sub-Advisory
- RETAIL
- Implementing Efficient Sales Practices and Procedures that Support Success
- Customizing Your Marketing Messages to Reach Each Retail Distribution Channel
- The Growth of Passive Funds and their Effect on Active Mutual Fund Market Share in the Retail Space
- Marketing & Sales Strategies Advisors Respond to
- Embracing the Digital Age - Achieving Digital-Readiness Across all Media Platforms
- Making Your Data Work for You: Integrating Data for Streamlined Marketing & Sales Efforts
- Effective Marketing & Sales Strategies for Retail Alternative Products
Who should Attend
Senior attendees with job titles such as:
- Sales
- Marketing
- National Accounts
- Distribution
- Consultant Relations
- Client Servicing
- Institutional Sales
- Relationship Manager
- Third-party marketers
- Managed Accounts
- Data analytics companies
- Sales & marketing consultants
- As well as
- Sales and marketing software solutions
- Fund Platforms
- Research firms
- Consultants
- Advisors
