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2019 Vendor Partners

The Forum community is strengthened by the involvement of a selection of deeply committed vendors who help drive thought leadership, innovation and practical solutions to our needs.

Please reach out to them as trusted partners and collaborators.

Advisor Atlas

AKA Enterprise Solutions


Celera - SalesStation 

Civicom/Hey Dan

Discovery Data

DST Systems


Fractal Analytics Inc.

MARS SalesFocus

Olmstead Associates

SalesPage Technologies

Strategic Insight


Vendor Partner Membership

Vendor Partner Membership is offered to companies that provide solutions and services that are tailored specifically for the asset and wealth management industry. There are a very limited number of opportunities to become a vendor partner as the mix of vendors is carefully calibrated to ensure both a broad and deep capabilities matrix that can support the interests of our member firms.

Among the services included are:

  • Unlimited number of employees registered with The Forum
  • Unlimited number of employees can request and/or participate in any of the following:
    • Monthly webinars by experts, partners, other members
    • Any and all surveys, benchmark studies and whitepapers

Attend virtual meetings and other events:

Includes guaranteed space for any two employees at each of our three conferences:

  • Spring CRM Forum in the US
  • June CRM Global Forum London, England
  • Fall CRM Forum in the US
  • Option to purchase additional seats for each event

Also Includes:

  • Unlimited access to all notes, materials and other content produced and captured at open member events for the trailing five years via the Content Portal on the website
  • Opportunity to share exclusive content and other knowledge-based information to members
  • Posting of and access to job listings among member and partner firms
  • Access to and participation in exclusive online community board and chats

Since its founding more than 15 years ago, The CRM Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and your individual employees.

To learn more about the Forum and how your firm can become a member, or for help with this website please contact:
Hazem Gamal


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