Asset managers are drowning in data — and still short on insight
Preparing for meetings takes hours (sometimes days). Fund flow data lives across spreadsheets, platforms, and providers. And leadership teams struggle to see what’s actually driving net new money.
This live webinar, the first in our 2026 Asset Management webinar series, introduces a Roadmap for Asset Management in 2026 — showing how firms are consolidating data, saving time, and giving sales and leadership teams a single, trusted view of performance.
What you’ll learn
In this live introductory session, we’ll focus on the outcomes asset managers care about most:
- Massive time savings for sales and relationship teams: Replace manual prep and spreadsheet wrangling with instant, dashboard-ready insights.
- Clean, standardised fund flow data: Bring data from multiple providers into a single, consistent model you can actually trust.
- Clear visibility into what drives net new money: Connect marketing activity, meetings, and relationships directly to fund flow outcomes.
- A scalable foundation for 2026 and beyond: See how modern data models and flexible hierarchies support growth without adding complexity.
What you’ll see
- A live fund flow demo showing how consolidated data delivers instant insight
- How activity and marketing engagement link directly to net new money
- A clear view of what’s possible once data is clean, connected, and structured
Who should attend
- Asset management sales and distribution leaders
- Heads of data, operations, and reporting
- Relationship managers and sales teams
- Senior leaders looking for clearer performance insight
Join us to see how asset managers are saving time, improving data quality, and unlocking fund flow insight — all from a single, connected platform.