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Aug 22, 2019

Digitizing your investor onboarding experience

In today’s environment, there are various key challenges associated with capital raising.  Our experts have found that up to 80% of documents submitted by investors contain errors requiring remediation when onboarding an investor into a fund.

Aug 15, 2019

Product trends: what the future holds

Like a hurricane that never ends, the investment management industry continues to be buffeted by disruptive forces – fee compression, technology, regulatory uncertainty, the list goes on.  To that end, we recently surveyed Heads of Product Management and Product Development from 35 firms across the industry to get their perspectives on key issues.

Jul 26, 2019

Is your content strategy delivering business impact?

Do you know if your content strategy is delivering business results? When we asked chief marketing officers what their top challenges were to implementing their content strategies, their responses revealed that they weren’t sure. Content teams are creating too much unused content, aren’t able to create timely content, and don’t know which content is effective. With more than $1 of every $10 marketing dollars spent on content development and production, it’s essential to know what return you are getting on your investment.

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.