The SME Forum is a member-driven community of sales, marketing, operations, and technology professionals across institutional and retail asset management. With nearly two decades of peer exchange and collaboration, the Forum offers a unique space to share best practices, benchmark strategies, and accelerate decision-making.
We’re excited to be part of the Spring 2026 SME Forum—a chance to gain insights, strengthen relationships, and stay aligned with the evolving needs of the asset management industry. This year, we’re not just attending—we’re helping shape the conversation.
💡 Here’s how we’re participating:
Unlocking Speed: Search-Driven Analytics for Asset Managers
Today’s asset managers require data solutions that are fast, flexible, and financially clear. During this mainstage session, Synfinii’s Senior Data Analytics Strategist, Alysha Ramnitz, and Sales Director Mike Depoian, will share how Synfinii helps firms bypass traditional reporting hurdles through intuitive, search-based discovery.
They will demonstrate real-world innovations that allow teams to find answers quickly through intuitive, conversational data interactions—redefining how asset managers access and act on their distribution intelligence.
Connect with the Synfinii Team
Beyond the mainstage, our team will be active throughout the forum to discuss your specific operational and data goals. Whether you’re looking to streamline your tech stack or improve field adoption of analytics, keep an eye out for Alysha, Mike, Tom Larson, and Aric Faber. We’d love to grab a coffee, hear your feedback on our latest innovations, and explore how we can support your firm’s growth.