BI professionals from our client community (29 individuals from 16 asset managers) came together for a Roundtable event to discuss how they’re activating data for marketing and distribution. Panelists shared their approaches to evaluating data sources, leveraging analytics tools, and identifying actionable opportunities for their teams. We also sent out a survey after the event with questions about sources and tools and a small but interesting subset of our client community, responded. Here’s what we learned from the event and survey.