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Jun 6, 2019

Why passive investment strategies demand active performance attribution

In an environment where passive strategies look set to dominate the future investment landscape, are vendors providing technology solutions that meet the needs of today’s asset managers?

Dec 19, 2018

2018’s Digital Engagement Leaders in Asset Management - Robust Personalization and Differentiation

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.

Dec 14, 2018

Advisor discretion and why it matters to digital marketing

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.

Dec 3, 2018

Three ways to get started with AI-powered marketing

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.

Nov 26, 2018

What does sales modernization have to do with National Accounts?

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.

Nov 12, 2018

Key takeaways on the future of digital marketing for asset managers

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.

Oct 16, 2018

Asset managers are already good at change - here’s how to be innovative with data

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.

Oct 11, 2018

What is the future of distribution for asset management organizations?

What is the future of distribution for asset management organizations? We posed this question to attendees of our 2018 Distribution Summit in New York.