Getting the Most Out of Analytics: Streamline Your Business; Grow the Bottom Line

"If you're not growing in this environment, you're going to have to analyze your way to growth." - Frank Coates

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Over the past decade, the asset and wealth management industries have invested heavily in data and analytics. But most firms are not yet taking full advantage of these tools and their capabilities to more effectively manage risk, compliance, and performance.

  • Do you have responsibilities in sales, distribution, financial analysis, or compliance?
  • Are you focused on finding inefficiency and eliminating it?
  • Is your data strategy keeping pace with current disruptive industry trends?

This MMI NetMeeting offers concrete guidance on how you can use analytics to cut costs that don't tie directly to a result and focus time and resources on what is working. Our expert panel shows you how to do more with less in three simple steps:

  • Define essential drivers
  • Measure drivers
  • Eliminate whatever is not a driver and not having an impact

Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI

Frank Coates, CEO, Wheelhouse Analytics

Case Studies:
Kevin Donegan, Head of Distribution Business Management, Delaware Investments
Brendan McConnell, COO, Brinker Capital