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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
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

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The Collision of Distribution And Technology in Asset Managment

  • 1. The Collision of Technology and Distribution 14 October 2008
  • 2. The Case for Technology in Distribution
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. Anticipated Time Spent Online: Increasing Steadily Source: What Advisors Do Online, 2008
  • 8.
  • 9. Best Practices in Integration of Technology and Distribution
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 20.
  • 21.
  • 22. 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