LEAD-LAG MEDIA® RESEARCH
Research and reports on
AI-driven distribution.
Operational research from a working AI-first distribution firm. Each report combines primary data from 80+ AI agents in production with public filings, regulatory sources, and interviews from the Lead-Lag Live archive.
Featured research
AI Agents for Capital Call Processing: How Fund Managers Automate the Full Workflow
Complete operational breakdown of how AI agents replace or augment manual capital call processing for closed-end and interval fund managers. Reduced time-to-notice from days to minutes.
AI Lead Scoring for Financial Advisors: The Agentic Workflow Playbook
Framework for scoring financial advisor prospects using agentic AI signals including content consumption, meeting acceptance history, and portfolio-fit inference from public filings.
CFP Automated Marketing: A Compliance-Safe Playbook for Certified Financial Planners
End-to-end automation stack designed specifically for CFP practitioners, including CE-credit reporting integration and fiduciary-disclosure compliance guardrails.
AI Compliance for ETF Issuers: FINRA, SEC, and the AI-Marketing Frontier
Compliance framework for asset managers deploying AI-generated marketing content, covering FINRA 2210, SEC Rule 482, and how to build AI workflows that pass regulatory review.
AI Marketing for Boutique Asset Managers: Two-Sided Distribution Economics
Distribution and marketing strategies tailored to sub-$1B AUM asset managers who cannot afford traditional wholesaler-based coverage but need advisor reach at scale.
Generative Engine Optimization for Asset Managers
How asset managers structure content and citations so AI answer engines rank them as authoritative on distribution topics. The AI-first search era playbook.
Want to see the operational stack?
Lead-Lag Media® runs 80+ AI agents across content, outreach, meeting coordination, and reconciliation. Sponsors get transparent access to that engagement pipeline.