A new approach to engagement, distribution and investment.

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%**.

Your group virtual meetings through Forum 360 are far more data rich than physical meetings, video conferencing and webinars, arming your company with superior measurement of what is core to your value proposition. 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.

*Chestnut Advisory Group (2014), Your Performance Doesn’t Really Matter;
**Towers Watson (2010), Capitalizing on Effective Communication: Communication ROI Study Report

Convenient, simple and secure.

Co-host meetings with your colleagues from the convenience of your home, office or a studio:

  • Setup an own branded customer experience in minutes;
  • Access gates that are industry standard and enforceable with audit trail;
  • Set pathways to investment and advice;
  • No software downloads for attendees nor co-hosts;
  • No limits on meeting attendees or users; and
  • Your stakeholders identity remains private.

Inclusive meetings with pathways to advice and fulfilment.

Its what differentiates a meeting from a presentation. Management walks in to meet a customer or investor and at the start of the meeting asks how he or she can make best use of that person’s time. Our approach to stakeholder engagement works to give each stakeholder the same experience, providing a more efficient use of time and a better foundation for building trust.

Feedback and analytics that matter

Feedback received today is largely subjective or based on latent data that cannot be directly tied to any one meeting. Subjective material is open to manipulation and bias. Our analysis is a game changer, focusing on:

  • Setup an own branded customer experience in minutes;
  • Access gates that are industry standard and enforceable with audit trail;
  • Set pathways to investment and advice;
  • No software downloads for attendees nor co-hosts;
  • No limits on meeting attendees or users; and
  • Your stakeholders identity remains private.
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Collaborate with your distribution partners

Your partners can co-brand the event and keep the identity of their stakeholders private. Its at no cost to them and has no impact on their IT infrastructure. Importantly you control access to the meeting, produce the meeting and benefit from the feedback and superior analytics.

Soon we will launch our meeting place where companies and fund managers can show their ESG advocacy by being accessible to customers, investors and advisors using an environmentally friendly forum. Membership is free for advisors and consumers to this simple-to-use meeting place.  

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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