MMI Webinar: Building a Better Marketing Engine for Asset Management

Complimentary admission | Open to members and non-members | Press allowed

Marketing is evolving. What's your next move? Register to access the replay of the latest MMI Webinar in conjunction with Broadridge that features findings from Broadridge’s recent survey of marketing leaders representing a diverse array of asset management firms. You’ll also hear directly from two prominent CMOs on how the rules of advisor and client engagement have changed – and how they are evolving the marketing function within their firms.

Marketing’s mission was already expanding, and the pandemic demanded immediate change. Today, data quality and digital agility are required competencies. Both at the firm and personnel levels, there is increased emphasis on marketing ROI.

Yet, for many asset managers, marketing resources are not increasing commensurate with marketing’s expanded mission. Bottom line: Marketers must become increasingly data-driven, focused, and efficient.

Don’t miss this MMI Webinar for insights and actions to help you – and your firm – navigate the changing the role of marketing.

Kelly Caporale, SVP, Director of Marketing & Communications, MMI

Matt Schiffman, Principal, Distribution Insight, Broadridge
Maureen Bromwell, EVP, CMO, Northern Trust Asset Management
Paul Zettl, SVP, CMO, Head of Global Marketing, Cohen & Steers

60 minutes (including time allocated for Q&A)

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: Building a Better Marketing Engine for Asset Management for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Questions? Contact us at or (646) 868-8500.