Boutique Fund Sales Webinar
Join our webinar on driving growth for boutique asset managers
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Boutiques are small but mighty.
But being lean means being laser-focused with your resource. And that includes sales.
AM Insights is built to sharpen your sales people.
Leading to more conversations, more meetings, and more sales.
It helps them maximise conversations at every touchpoint with prospects and clients.
Join our free webinar to find out how AM Insights is helping Boutiques.
All attendees will receive an exclusive invite to the AM Insights Boutique Accelerator programme.
Use insights to make more tailored and relevant outreach
Identify the right kinds of fund buyers to target
Prepare for meetings more effectively to add value
Make your follow ups more likely to be actioned
Be more valuable at every stage of the buyers process
The AM Insights platform features tools built specifically for fund sales teams to help them win more clients.
In this webinar, we'll focus on the tools that add most value to boutique asset management salespeople when selling to UK wholesale clients.
AM Insights helps boutique asset managers in 2 ways:
1. A platform featuring tools that support them to position their funds at every stage of the sales cycle
2. Training, support and 1:1 coaching to get the best out of the platform
Heavily discounted platform access for the duration of the programme
Online presentations and workshops showing you how to use the platform
Consult directly with our founder, Lucy Walker, for tips & advice
Hosted by our founder Lucy Walker, former fund buyer at HSBC and Sarasin & Partners.
Identify the most relevant peers for your funds
Be aware of peers losing assets, performing poorly & more
Have an understanding of where and how clients invest
Attendees will be offered exclusive access to the accelerator programme.
“AM Insights is having a tangible impact on the team’s ability to access information on our products and competitors, allowing them to have more meaningful conversations with our clients.”
“AM Insights has become an integral part of our sales process. Our team is fully up to speed with how our large range of products can benefit clients, and with a deep understanding of the broader universe.”
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This webinar is designed to show how our platform can help boutique asset managers (<£3bn in assets) improve their sales efforts, focusing on booking more meetings, preparing effectively, and following up with prospects.
This webinar is ideal for sales professionals, business development teams, and executives at boutique asset management firms looking to enhance their client acquisition strategies.
Yes, the webinar is completely free to attend. Just register and once approved, you'll receive all the details to join.
You’ll learn how our platform can be used by boutique asset managers to book more meetings, prepare effectively for them, and follow up with prospects. We’ll also show you how the platform can be tailored to your specific needs.
The Boutique Accelerator programme is an exclusive opportunity for webinar attendees to access our platform with training and coaching at a heavily discounted rate, tailored specifically for boutique asset managers.
Pricing details for the Boutique Accelerator programme will be shared at the end of the webinar, and will be a heavily discounted rate exclusively for attendees.
No, you just need a device with internet access. Once registered, you’ll receive a link to join the webinar.
Yes, there will be a live Q&A session at the end of the webinar, where you can ask any questions you might have about our platform or the Boutique Accelerator programme.
Our platform is built with clients in mind. It offers asset managers unique features to help their sales teams book meetings, prepare for them, and follow up in a way that’s proven to be effective.
Simply fill out the registration form on this page, and once approved, we’ll send you all the details to join the webinar.
For any questions, please email team@aminsights.com and a member of our team will be in contact.
