Institutional asset managers are facing daunting challenges such as data inconsistency, crunched timelines, lower product visibility, and growing costs. These challenges make a compelling argument for crafting a transformational consultant database process that facilitates better outreach and higher deal conversion.

Gain insights on the dynamic and changing investment consultant landscape and learn best practices to improve the overall efficiency of consultant database maintenance operations.

We recommend this webinar to those looking to transform their consultant database update processes and harness them to drive new business and growth.

Key Takeaways
  • • Challenges and impact on asset managers in the new normal

  • • Challenges in the consultant database update process and best practices for transformation

  • • How to emerge stronger and improve ROI by blending people, process and technology


Dawn Perry

Senior Vice President, Global Head of RFP & Consultant Databases,

PineBridge Investments

Beth Mosley

Senior Manager, Head of Global Product Information,

Principal Global Investors

Pedro Armstrong

Senior Director, Business Development

Acuity Knowledge Partners

Vimal Tripathi

Director, Fund Marketing Services

Acuity Knowledge Partners

Make every dollar count: Transform your consultant database process for exceptional outreach and deal conversion

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