Webinar: Master Client AUM, Flow & Revenue data for analytics use cases across the Enterprise


Register HERE to join us on the day

Date: Tuesday 7th December 2021
Time: 16:30-17:30 GMT; 11:30-12:30 EST

Wrangling ‘messy’ AUM, Flow & Revenue data costs the investment management industry £100mn (USD $137 mn) each year in avoidable costs.

A significant proportion of this cost is due to different functions across firms curating and patching their own versions of AUM Flow & Revenue data to meet specific use cases (e.g. reporting revenue to the market, assessing sales & client performance over time, monitoring the performance of an acquisition or merger, etc.). These different versions of the truth are expensive and complex to reconcile and create a drag on operational efficiency and the clarity of information available to decision-makers.

Join us at an ADS-hosted webinar to see how a single strategic Enterprise CBOR data set can eliminate expensive multi-venue processing and describe AUM, Flow & Revenue performance across all markets & all vehicles, all types of business including all use cases across all functions in the enterprise.

The Enterprise CBOR is the only solution that is able to describe AUM, Flow & Revenue performance for all use cases across all functions in the enterprise, check out the use cases which the Enterprise CBOR supports below:

  • Distribution Management  –  Sales Attribution & Compensation; Client Queries & reporting; Sales Forecasting
  • Client Service  –  Client Query Handling, Contractual Obligations & Tasks, Agreement Onboarding
  • Sales & Sales Operations  –  Sales Effectiveness, Account Planning, Commercial Term Setting
  • Digital & Marketing  –  RFP Responses, Marketing Return on Investment, Client Reporting
  • Technology & Data  –  SaaS Integrations (e.g. CRM, CSP), Warehousing, Data Security, Client Data Governance
  • Investment & Product  –  New Product Development, Analysing Investor Composition, Pricing & Profitability Modelling
  • Finance & Finance Operations  –  Firm-wide AUM, Flow & Revenue Reporting by Strategy/Business Unit/Client Type etc, Rebate Management, Forecasting & Business Planning, Expense Management, Sales Compensation
  • ExCo Reporting and Corporate Strategy  –  Pre-M&A Targeting, Post-M&A Integration, Identifying Operational Synergies, New Market Entry
  • Governance, Risk & Compliance  –  Investor Concentration and Redemption Risk Reporting, Client Data Governance, Distributor Oversight,  ManCo Reporting

Webinar information 

To Register Please follow this link: Click Here

Who’s it for: Those who produce or consume, AUM, Flow & Revenue data

Benefits of attending:

  • Understand root causes of the data quality issues associated with mastering accurate, Enterprise-grade AUM, Flow & Revenue data.
  • Hear firsthand from industry peers how they have addressed similar data challenges.
  • See advanced analytics made possible by an Enterprise-grade CBOR, eliminating the pain and cost of complex reconciliations of multiple data silos.

Date: Tuesday 7th December 2021
Time: 16:30-17:30 GMT; 11:30-12:30 EST