Jump Start Analytics with the Data You Already Have


Wednesday, July 12, 2017
Share:
 

2:00 pm - 3:00 pm ET

 

SPONSORED BY:


 

 

ARCHIVES


What members are asking about data analytics? View Q&A from our recent webinar.

 

Are you ready for data analytics? Click here for an implementation checklist for asset managers. 

PRESENTERS

MODERATOR  
 Jackie Noblett
Senior Reporter, Ignites
PANELISTS 
 Bradley Moore
Director, Product Development, Albridge Analytics
 Lyndsay Noble
Lead Analytics Consultant, DST Systems, Inc.
 Greg Piaseckyj
Head of Sales, SalesPage Technologies LLC
 Deep Srivastav
Head of Client Strategies and Analytics, Franklin Templeton

PRESENTATION


Jump Start Analytics with the Data You Already Have -Part 1 from NICSA

overview

 
Learn from leading financial institutions that are progressing quickly down the path of analytic tools. This webinar will discuss current use cases of analytics within the asset management industry all utilizing data that most firms already have. How can asset managers leverage their current transactional, demographic and marketing data? Find out how data analytics can add value to all levels of financial services organizations.

Asset managers, brokerage firms, and financial services providers will benefit from the following topics:

  • Identifying opportunities, risks, and other insights through data analysis
  • Enhancing communications between business analysts, data analysts, and marketing and sales teams
  • Developing action plans out of analytics, and executing with desired sales goals in mind


CPE Information

 

NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 1
CPE Field of Study: Specialized Knowledge and Applications
Program Level: Basic
Delivery Method: Group-Internet Based

Advanced Preparation: None

 

Questions:
For more information, please contact Travis Orton at 508.683.1618.

  • NICSA Member Portal Login
Click below to sign into the NICSA member portal.

» Sign in


Don't have an account? Click Here...

Follow Us

Upcoming Events

  • Industry Leaders Outlook: Product & Marketing Roundtable

    September 11, 2019 | 2:00-3:00 PM ET

    Learn more and register...
  • NICSA is a proud sponsor of the Bonhill Group Women in Asset Management Awards

    September 12, 2019 | NYC

    Learn more and register....
  • NICSA is a supporting partner of the FT Future of Asset Management Summit

    September 18, 2019 | New York, New York

    Learn more and register....
  • The Reality Behind Buzzwords Series: Blockchain

    September 18, 2019 | 2:00-3:00 PM ET

    Learn more and register...
  • Midwest Regional Event | ESG Marketplace & Data Trends

    September 19, 2019 | 2:00-5:00 PM local time | Chicago, IL

    Learn more and register....
  • West Coast Regional Event | ESG Product Trends & Regulatory Practices

    September 25, 2019 | 2:00-5:00 PM local time | San Francisco, CA

    Learn more and register...
  • ALFI Global Distribution Conference

    September 24-25, 2019 | Luxembourg

    Learn more and register...
  • NICSA 2019 General Membership Meeting (GMM)

    October 17-18, 2019 | Boston, MA

    Learn more and register...
  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL

  • NICSA 2020 General Membership Meeting (GMM)

    October 8-9, 2020 | Park Plaza | Boston, MA