How Change Management Maximizes AI's Effectiveness

Posted by Daniel Galajda on Mon, Jun 24, 2019

Rubesh Jacobs co-wrote this blog post with Daniel Galajda. 

In our recent webinar on the human aspects of AI-augmented distribution, our panel of ZS experts discussed why implementing AI requires change management. To influence behavior, we need to shape experiences (what we sense and process), mindset (what we feel and the decisions we make) and behavior (what we do or don’t do).


>
Read More

Successful AI Implementation Requires Organizational Change and a Customer-First Approach

Posted by Daniel Galajda on Thu, May 30, 2019


When it comes to AI-augmented distribution, turning data on sales transactions, sales rep activity and marketing activity into actionable insights and next best actions is an area of investment for many asset managers and insurance firms.


>
Read More

How AI-Augmented Distribution Helps Drive Business Results

Posted by Bryan Kreher on Tue, May 21, 2019

After our recent webinar, The Human Aspects of Implementing AI-Augmented Distribution, we’ve been getting a lot of questions around two very important topics:

  • What are the critical success factors to an AI augmented distribution program?
  • How extensive of a role does change management play in driving adoption among the sales force?

>
Read More

Four Ways to Build a Sustainable, Winning Distribution Model

Posted by Jason Brown on Tue, Apr 09, 2019

I don’t make it a regular practice to feature the work of my competitors in this blog. But after reading the recent Distribution 2.0 whitepaper from Casey Quirk, I wanted to respond to a thought-provoking graphic that they shared. The graphic, shown below, looks at the six-year trend in asset management marketing and sales headcount, expense, and net contributions. In summary: the picture isn’t pretty.


>
Read More