Highlighting Sales Solutions

Distribution Technology Summit (DTS) / February 26 / Orlando, FL
The DTS is specifically designed to help mutual fund sales and distribution executives and their firm’s senior technologists efficiently manage the sales process through technology innovation and integration.

Identified as a critical sales differentiator, Mobile Sales Solutions best practices will be highlighted in a presentation by OppenheimerFunds’ Senior Vice President and Head of eDistribution Strategy, Eric Johnson, who will provide a deep a dive into Oppenheimer’s innovative Mobile Point of Sale Solution:  Smart Selling. Optimizing OFI’s distribution strategy through the integration of data and technology at the point of sale, this initiative leverages segmentation strategies, data aggregation and prioritization in a new and innovative mobile-enabled sales process.

Other DTS topics and presenters include:

  • Digital Innovations & Intelligence – Allego
  • Video Engagement Innovation – Franklin Templeton
  • Data & Marketing Synergy – Spring Studio


For more information visit MFEAConnect.com.

Developed by SGI for the MFEA in 2012, the DTS is the only forum providing fund executives direct access to technology leaders and fund industry innovators for outside the box conversations on how technology can be integrated into the distribution process.