“Thank you for making this meeting about me and my agenda.”
“No more blah blah blah webinar.”
“My clients are benefiting from access to the experts without having to leave an experience provided by my brand.”
“Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in.”
Measuring factors that are up to 4x more important than performance, when raising investment dollars.
Core to the value proposition of active managers is building trust with stakeholders through great communication. Trusted fund managers raise up to four times the AUM of performing managers*. Company management teams with great communication strategies outperform poor communicators by up to 47%**.
Using Forum 360 to measure the strength of your relationships arms your company with superior measurement of what is core to your value proposition.
*Chestnut Advisory Group (2014), Your Performance Doesn’t Really Matter;
**Towers Watson (2010), Capitalizing on Effective Communication: Communication ROI Study Report
Secure, multi-branded distribution of intimate meetings.
Forum 360’s distribution solution dramatically improves time efficiency, respects the wholesale model, offers attendees pathways to investment in your product(s) or company and ensures that valuable data and analytics stays with your company.
Example Scenario – An Investor Meeting Using The Forum 360 Solution
Before the Meeting
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Investment Team
Management
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Investment team (Management) prepares around the agenda set for them by wholesale (intermediaries) and retail clients (investors and other stakeholders).
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Distribution Team
Investor Relations
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Distribution team sets up meeting and works together with wholesale clients to invite advisors and their clients through secure and compliant access gates.
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Wholesale Clients
Intermediaries
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Wholesalers (intermediaries) provide branded registration service to their advisors and clients.
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Retail Clients
Investors
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Clients (investors and other stakeholders) register for meeting and set the agenda for the Investment Team (Management).
In Meeting
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Investment Team
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Distribution Team
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Wholesale Clients
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Retail Clients
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Investment and Distribution teams host a live meeting like they would a ‘Meet the Manager’ event, straight to Q&A, utilizing our Studio application or from Teams (launching soon) or Zoom (launching 2023) and the Studio extension downloaded from their respective marketplaces. aaaaaaaaaaaaaaaaaaaaaaaaaaaaa
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Wholesalers look like heroes. The identity of their clients remain private to the wholesaler.
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Clients attend the live meeting from their preferred browser on their laptop, tablet or phone. During meeting, clients may submit questions, provide sentiment indicators, give feedback, research and invest in products.
After the Meeting
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Investment Team
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Investment team analyzes feedback, benchmarks their performance, and uses Network Behavior research to prepare for the next event.
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Distribution Team
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Distribution team uses Sales Tools to track behavior of attendees under their brand, and follow up to close the deal.
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Wholesale Clients
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Wholesalers use Sales Tools to track behavior of attendees under their brand, and follow up to close the deal.
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Retail Clients
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Clients seek advice, conduct more research on the product and complete the sales process by investing in your products (company).
Forum 360 Research Products
Dedicated in-person support
While our solution is digital it remains personal. Each member of our support team has 10+ years of experience in asset management or distribution and reside in the major business centres of the world. We bring a global perspective to your engagement plans.
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