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Podcasts 2020-06-02T09:16:04-04:00

Ultimus has a deep commitment to excellence in our everyday business and in our participation in the industry. In addition, we continually challenge our executives and team managers to look for ways to provide value for clients across organization. In turn, our reputation as a thought leader has grown tremendously over the years.

With that in mind, Ultimus recently initiated a new podcast series to feature one-on-one interviews with valued clients, industry experts, business partners, company executives, and high-impact communicators to provide valuable insights into industry trends and best practices for overall improvement.

Defining Adviser Awareness: Key Elements for Creating Effective Distribution Campaigns

By Clay Thompson, President at On-Demand Wholesaling

With the current market fluctuation and uncertainty about what our world will look like post coronavirus, it may be time for the industry to consider a fundamental re-think about processes. Asset managers can benefit by refocusing on the fundamentals regarding their distribution campaigns. Smart managers allow the data fundamentals to tell them how to segment advisers, how to market to that segment, and how to best tell a compelling story.

In the newest installment of our #TALKtoUltimus podcast series, Thompson focuses on three key elements for creating effective distribution campaigns that include:

  • Client Segmentation Using Context
  • Distilling Core Messages – Tell Your Story
  • Driving Execution – Is There a Silver Bullet? 
*Click here to hear the podcast

Alma Piscitello, Executive Vice President, Relationship Management at Ultimus Fund Solutions
Clay Thompson, President at On-Demand Wholesaling

Securities Lending: A Possible Alpha-Generating Source of Fund Revenue

By Brooke Gillman

Securities Lending today is considered a potentially alpha-generating investment process that has grown significantly over the last several years to become a core piece of the investment strategy. From what was once considered more of a back-office function in the industry, funds today are engaging in Securities Lending as an attractive way to potentially add additional revenue to their funds and ultimately, make money for shareholders.

*Click here to hear the podcast

Brooke Gillman, Managing Director of Client Relationship Management for eSecLending
James McGuire, Senior Manager for Adviser Services at Ultimus Fund Solutions

 *The podcast contains the views and opinions of eSecLending. eSecLending and Ultimus Fund Solutions, LLC are not affiliated.

Best-in-Class Customer Service: The Intersection Between Strategy and Culture

by Tim Kight
Many companies say they are best-in-class or client-centric organizations in their branding and mission statements, but there is a definite disconnect between those words and the reality of how they are translated down through the ranks to front-line employees interacting directly with clients.

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Tim Kight, CEO, Focus 3
Judith Peterson, CMO, Ultimus Fund Solutions

Redefining Innovation: The ongoing creation of new ideas that generate value for clients

by Bill Hortz

Bill Hortz, Dean of the Institute for Innovation Development discusses best practices for companies wanting to create a culture of innovation.

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Bill Hortz, Founder & Dean, The Institute for Innovation Development
Judith Peterson, CMO, Ultimus Fund Solutions

TK: 8149-UFS-10/23/2019; 2116-NLD-10/23/2019

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