IT - ROUNDTABLE

Sales Enablement for Asset Management: Equipping Wholesalers in Today’s Turbulent Economic Times

5th May 2023, Europe 13:30 - 15:00 BST
IN PARTNERSHIP

How are you enabling asset managers to sell more effectively?

Every financial service organisation wants productive, efficient, and effective teams. Yet for the year ahead, many firms are facing reduced or static budgets and diminishing resources. So, being more productive with what you already have is most likely top of mind.

In this fast-paced, ever-changing market, AI is helping deliver faster results. From helping new hires develop critical skills, to rolling out new products, or managing content and delivering insights into buying journeys, it’s time to equip wholesalers with skills, knowledge, and content to engage prospects with confidence and win.

Join Allego and a select group of your wealth management peers as we discuss how to enable asset managers with the right information, at the right time, to close deals more efficiently and effectively.

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About Allego

Allego provides a complete sales enablement platform with patented technology that ensures sellers have the skills, knowledge, and content they need to engage buyers in a hybrid world. In place of traditional training and content enablement tactics, which are rapidly outdated and often ineffective, Allego empowers reps with the activated content they need to close deals faster, and the personalized coaching and learning they require for continuous improvement – and it all happens in the flow of their daily work. More than 750,000 professionals are using Allego every day to revolutionize the way they manage seller and buyer content, train and upskill teams, and collaborate with buyers digitally.

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Discussion topics

1

Are you harnessing the power of sales enablement technology that collates and delivers information throughout the sales process and finds insights into what content is driving the most engagement?

2

How are you delivering critical market condition knowledge or competitive intel to sellers in the field?

3

Are you providing visibility into how effective wholesalers are selling and ensuring consistency of messaging?

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Why Attend

Closed door, tailored conversations to benchmark, share and get better equipped to solve complex transformation projects.

Experience shared learning

Meet industry leading like-minded executives tackling similar initiatives.

Benchmark with your industry peers

Discover and network to gain expertise and experience on how to best act and succeed.

Accelerate your projects

Accelerate In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges.

"Very engaging on the right topics and with the right people, I very much look forward to (attending more) in the future"
Alex Boehme, CTO, H&M Group
"Since the session I did have several of the attendees reach out to me. We were able to grow our networks, connect together, share experiences, and I look forward to continuing those dialogs into the future"
Jeffrey Johnson, Vice President, Chief Information Security Officer and Chief Security Officer, Siemens Health Affairs for North America
"A great mixture of good topics, great technology, very engaging and having some leading experts in the field being there"
Dr Brian Letort, Fellow & Chief Enterprise Architect, Northrop Grumman
"It's not a business of selling, it's a business of sharing. And so GDS helps create the environment to share with trust."
David Kidder, CEO & Co-Founder, Bionic
"The roundtables were really valuable sessions."
Mike Welna, Senior Information Security Director, Boys Town
"I made quite a few contacts that will be beneficial to me."
Margaret Bond, Director of Cyber Security, Numotion
"This is not your typical zoom. This is a lot more innovative. The look and feel is far more advanced than what I've seen before. "
Marty Sprinzen, Founder & CEO, Vantiq

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Virtual event benefits

Solve key challenges and ensure relevant discussions connect with outcomes efficiently and at pace.

Meet

Access to industry leading like-minded executives tackling similar initiatives

Discover

Collaborate and network to gain expertise and experience on how to best act and succeed

Accelerate

In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges

Have a question…

How long does a digital roundtable take to complete?
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Meet with fellow industry leaders and solve today’s greatest business challenges.

Thank you for your interest. One of the team will be in touch soon.