We recently finished our third annual Digital Engagement Leaders evaluation—our largest ever—of 43 small, medium and large asset managers across their advisor websites, LinkedIn, Twitter and email, on desktops, smartphones and voice-activated devices.
|
It’s more important than ever for sales and marketing teams to know who their advisors are – and that includes knowing how they make investment decisions. Over the past few years, regulatory and economic pressures have driven big change in the business models and practices of financial advisors.
|
Enhancing and personalizing your customer experience with artificial intelligence technologies isn’t a distant pipedream. There’s no time like the present to explore what you can do with AI. Here are three simple ways to get started.
|
What does sales modernization have to do with National Accounts? This is a question I asked myself in preparation for our annual National Accounts Roundtable in New York City. Perhaps I should’ve replaced "sales" with "distribution." The reality is both national sales teams and national account teams need to modernize. While the targeted audience differ (financial advisory practices vs. home office due diligence teams), individuals on both sides of the aisle need to be more efficient and effective at building strong relationships with key decision-makers.
|
This roundtable began with a presentation titled "Analytics to AI: What leads to success and why?" by Bob Pearson of W20 Group, followed by a keynote in which Mike Cogburn urged firms to use data to target advisors and pro buyers whose investment decisions they can influence with highly personalized experiences. Here are five key takeaways from the subsequent discussion.
|
The asset management industry is quickly evolving. To survive, change is necessary. But, if you think you have to be more like Amazon, Google or Facebook to be innovative, you’re thinking about it all wrong. You are not competing against Silicon Valley (at least not yet), so stop comparing yourself to Silicon Valley.
|
What is the future of distribution for asset management organizations? We posed this question to attendees of our 2018 Distribution Summit in New York.
|
As home office relationships become more powerful, national account teams at many asset management firms are naturally becoming more important as well. Yet at most firms, initiatives to work with these national (also known as key or strategic) accounts are poorly coordinated.
|