Forum 360: Better Customer Experience for Products and Services Distributed Wholesale

Rowland Hirst, CEO
Broadcast and relay sales techniques are being superseded by access to virtual meetings where inclusiveness is crucial to building trust in a company’s brand and people. Currently, organizations are challenging themselves to deliver better consumer experience while supporting their existing distribution partners. In fact, a Deloitte global survey found 54 percent of investment managers are looking to build sales relationship management systems that leverage inclusive virtual meetings. Forum 360 an integrated IR, sales and distribution platform enables companies to offer an inclusive customer experience without disrupting the wholesale model. This leads to increased sales while reducing expenditure on distribution and stakeholder engagement.“Forum 360 helps active asset and product managers better engage with consumers, members, shareholders and advisers,” states Rowland Hirst, CEO of Forum 360. The company’s platform is a great fit for any industry that follows a wholesale distribution model but is best suited for products and services that have a high educational component such as financial services, automotive manufacturing, premium wineries, and medical devices.

Forum 360’s platform offers inclusive meetings that are more scalable than video conferences and more inclusive than webinars and webcasts. The inclusive meetings are designed to simulate physical group meetings that facilitate two-way conversations. “We enable our customers to offer meeting access to their investment/management teams through a variety of branded channels in a way that respects the role of their distribution partners,” explains Hirst. This offers a superior customer experience and an opportunity to meet the team behind the product, the company, or the fund through their sales advisory relationship. Moreover, if the customer likes what they hear, they can purchase while at the meeting through their sales or advisory relationship.

Feedback and analytics are centralized in the Forum 360 platform and the inspiration behind its development. Often, companies rely on intermediaries to collect feedback from meetings or shareholder activity analysis from their service providers. The feedback collected is highly subjective—it is not based on data driven from the meeting. “Forum 360 is a game-changer as it is the first platform to concentrate on participant feedback and benchmarking driven by rich data from the meeting itself,” says Geoff Blaisdell, Advisory Board, Forum 360.
Geoff Blaisdell, Advisory Board
The platform offers event analytics which enables a host to measure how investors responded to the meeting. Similarly, the platform’s network behavior feature helps prepare campaigns by providing insights about the agenda being set during meetings, factors that lead to positive outcomes, meeting styles that work, among others. Forum 360 also offers peer comparison so that clients can compare their customer engagement metrics with others in the same peer group.


We enable our customers to offer meeting access to their investment/management teams through a variety of branded channels in a way that respects the role of their distribution partners


To further illustrate Forum 360’s capabilities, Hirst mentions the case of a client based in Europe with global distribution offices around the world with an Environmental, Social, and Governance (ESG) mandate. The client faced a conundrum where despite being one of the leading ESG advocates, their portfolio managers would travel by flights—which meant leaving a large carbon footprint—to visit customers in Asia. Forum 360 enabled the client to replace their physical meetings with inclusive virtual meetings and in the process dramatically reduce the carbon footprint of their ESG advocates—their portfolio managers. Moving forward Forum 360 intends to offer a service to collate investment information into a secure digital passport that can be used to onboard clients directly with product manufacturers, intermediaries, and financial advisors. Forum 360 is keen on enabling organizations from all industries to pursue a strategy of inclusiveness with their stakeholders in a manner that reduces time and resources spent on distribution.

Company
Forum 360:

Headquarters
Sydney, Australia

Management
Rowland Hirst, CEO and Geoff Blaisdell, Advisory Board

Description
Forum 360 an integrated IR, sales and distribution platform enables companies to offer an inclusive customer experience without disrupting the wholesale model. This leads to increased sales while reducing expenditure on distribution and stakeholder engagement. Forum 360 helps active asset and product managers better engage with consumers, members, shareholders and advisers. The company’s platform is a great fit for any industry that follows a wholesale distribution model but is best suited for products and services that have a high educational component such as financial services, automotive manufacturing, premium wineries, and medical devices

Forum 360: