Join our webinar on winning more UK Wholesale clients in 2025
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Asset managers have faced unprecedented challenges in 2024, with trends like consolidation and juniorisation.
It’s harder for distribution teams to get in front of fund buyers, and when they do, it's harder to get a decision.
We've been working closely with asset managers throughout 2024 to help address these challenges.
This webinar will be hosted by Lucy Walker, Founder of AM Insights.
Lucy spent 15 years as a Fund Researcher, heading up the team at Sarasin & Partners and before that at HSBC.
She currently sits on the board of Aurora Investment Trust and Henderson International Income, and has spent 4+ years consulting with global asset management distribution teams on how to connect with fund buyers and have better conversations.
In 2022 the AM Insights fund data platform launched, which today is used by both leading fund buyers and global asset management distribution teams.
In this webinar, Lucy will cover:
Join us for 30 minutes this November to get our latest perspective on the market.
Register now to secure your place.
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 last few years have been a wild ride for asset managers. We’ve seen distribution teams pushed to the limit, trying to cut through the noise and get in front of fund buyers.
Decision-making is slower and every meeting counts more than ever. We have to find ways to connect, and keep those critical conversations going.
Our work with asset managers - from some of the world’s largest, to boutiques - has given us insight into how to respond to this shifting landscape.
If this resonates, join us! I hope to bring a bit of inspiration for the road ahead in 2025.
Lucy
“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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Fund data for asset management distribution teams
AM Insights helps asset management distribution teams have better conversations at every stage of the sales cycle.
We deliver tools and insights to distribution teams across desktop, tablet and mobile.
We'll show some of these tools in action.
Their team members agree on how to position their funds vs peers, and how to highlight strengths vs weaknesses.
We'll share some of the ways our clients use AM Insights to better position their funds.
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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.
Join us for this upcoming webinar at one of the following times:
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Register now to secure your place
For any questions, please email team@aminsights.com and a member of our team will be in contact.
