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Advisor Atlas
AKA Enterprise Solutions
Broadridge/Access Data
Discovery Data
DST Systems
Sales Page Technologies
Strategic Insight/Brightscope

Media Partners:
Ignites Distribution Research
CRM Magazine
Money Media


Partner Information

Partner Program Benefits

Participating in the CRM Forum Partner Program will enable you to provide thought leadership to decision makers within the CRM space. The opportunity to directly network with purchasers of CRM and CRM related services will save you hours of navigating through targeted companies for the right contacts. You’ll also have the benefit of understanding the strengths and weaknesses of the applications as described by members of the Forum through the minutes of the meetings (note: anonymity is a keystone of the Forum, so the notes do not associate comments with particular individuals). You will find out firsthand what major players are looking for in terms of CRM capabilities and their support products. As part of your participation in the Partner Program once a year you will also have the opportunity to sponsor an exclusive 60 minute teleconference on a topic chosen in concert with the members.
Features of the Partner Program include:

  • Participation at bi-annual CRM Forums
  • Two web-x (teleconference) per year and listed on the calendar
  • Access to all meeting notes and white papers from the CRM Forum and supplementary teleconferences
  • Attendee list with contact information
  • Invitation to all networking sessions
  • Opportunity to denote affiliation and link with the On Course Advisors website


The Forum attracts professionals from both business and technology disciplines within asset, advisory and wealth management who make CRM purchasing decisions.  Expansion into banking and insurance will supplement existing members of the CRM Forum community.

Metrics and Frequency

There are currently in excess of forty five asset management and advisory & wealth management firms participating in the Forum.  Generally two individuals from each member firm are present. Plans call for expansion of membership through active solicitation. Meetings are held semi-annually with the CRM Forum on the third Monday and Tuesday of April and September. Locations vary and generally will be located at a member firm.  During the course of the year web-x’s, teleconferences and informational exchanges are planned to discuss member specified topics.


The Forum consists of a day and a half of networking sessions and round-table discussions on topics proposed by the members. Additional insights from varied industry experts will be presented in an educational and informational format. Time is allocated to provide the opportunity for members and partners to network.

Sponsorship Opportunity

Partners within the CRM Forum are invited to participate and provide educational and informational content.  Sales pitches are not allowed, however, networking opportunities are encouraged during the informal portion of the program.  A sponsorship fee is $11,150 per year.  Expenses associated with attending each Forum will be invoiced at registration and vary according to location.