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May 29, 2020

The silver lining of a crisis: defining and accelerating digital transformations

Amidst the COVID-19 pandemic, asset managers have done an excellent job of adjusting their service and communication response—in both strategy and execution—even if some scrambling has been involved.

In speaking with executives, following press coverage and observing third party communications, we have spent significant time thinking about our clients working through “digital transformations.” Although this pandemic brings more pressure, the timing enables firms to strategize and tactically plan their digital transformations.

Mar 6, 2020

Enhancing customer experience through aligning sales and marketing strategies

Great customer experience requires operational alignment across distribution and marketing teams; yet, according to our 2019 survey of asset management Chief Marketing Officers, the number one stated challenge in improving customer engagement was better alignment between sales and marketing on shared strategies and objectives.

Jan 27, 2020

Front-end digitization: The first step in your digital transformation journey

In my last blog, I talked about digital transformation versus intelligent automation, and why it’s an “and” not an “or.” I also discussed the steps required for a successful digital transformation.

Oct 21, 2019

Putting the customer first

Asset managers have been talking about the importance of having better alignment between distribution and marketing for years. Yet, organizational structures and cultural differences have presented challenges to effective collaboration across sales, marketing, national accounts and product teams at many firms. Based on our annual CMO Roundtable and Distribution Summit last month, that finally appears to be changing.

Oct 14, 2019

The bold will stay ahead of the curve in asset & wealth management

Today’s asset and wealth management market is at the dawn of a new era. Technology, social and economic forces are shaking up the industry in ways that we haven’t seen before.

Jul 1, 2019

What to look for in your digital transformation partner

To deliver an optimal experience today, organizations have to navigate an increasingly complex world of blended technologies and security risks, rapidly-changing consumer demands and an expanding universe of data.

How? Digital transformation.

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.

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