The Collision of Distribution And Technology in Asset Managment

The Collision of Technology and Distribution 14 October 2008

The Case for Technology in Distribution

What Forces Are Driving Integration? ,[object Object],[object Object],[object Object]

The Case for Distribution Scale ,[object Object],Source: “Your Site Will Sell,Too” kasina. 2008.

Technology Today: Separate and Less Important Source: Elevating the Role of e-Business, 2008. ,[object Object]

Technology Tomorrow: Integrated and Very Important Source: Elevating the Role of e-Business, 2008. ,[object Object]

Anticipated Time Spent Online: Increasing Steadily Source: What Advisors Do Online, 2008

Advisors Want to Interact with the Web ,[object Object],Source: “What Advisors Do Online” kasina. 2008.

Best Practices in Integration of Technology and Distribution

Two Emerging Major Trends and Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object]

Making More Usable, Selling Web Sites ,[object Object]

[object Object],Making More Usable, Selling Web Sites

[object Object],[object Object],[object Object],Making More Usable, Selling Web Sites

CRM is Being Integrated to Dictate Sales ,[object Object]

The Big Picture: Sales and Scale ,[object Object]

Hybrid Models At-a-Glance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Hybrid Role Logistics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Hybrid Wholesaling Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

About kasina ,[object Object],[object Object],[object Object],Our firm has a singular mission: Innovate distribution in financial services

Our Clients ,[object Object],Pictet

Thank You. For more information, please contact: 581 Avenue of the Americas, 5th Fl New York, NY 10011 United States Mike Ma Principal e-mail: [email_address] phone: +1 646 257 4470 fax: +1 212 349 7413

The Collision of Distribution And Technology in Asset Managment

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The Collision of Distribution And Technology in Asset Managment