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.
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.