On-Demand Webcast: How One of the World’s Largest Asset Managers Uses Technology to Expand Into New Markets
This global asset manager, with $1.5 trillion in AUM and a worldwide sales team of more than 1,500, wanted to expand market share in the retail (intermediaries) sector. That required analysis comparing performance data globally, which would help them make better decisions on international investments.
But the biggest challenge for intermediary sales is to understand how actual inflows and outflows from trades tie back to sales activities and campaigns. The firm’s old system did not deliver consistent or complete information, which limited the sales team’s ability to effectively pursue the right opportunities.
Watch this recorded webcast to see how this global leader was able to:
- Gain better insight through greater visibility
- Deliver a superior user experience
- Focus their efforts on areas that would most impact growth
To watch the recording in full screen mode, click on the icon in the lower right corner of the presentation after the video begins.
About AKA Enterprise Solutions
For more than 30 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.