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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.

Nov 20, 2019

The digital gap between asset managers and advisors is growing

The digital experience an asset manager offers has long affected advisors’ perception of a firm and, at times, even been a tipping point in their decision to do business with a firm. Yet in the four years that we’ve published our annual Digital Engagement Leaders study, the gap between what advisors seek and the online experiences most firms provide continues to grow—and firms that lag now may soon be too far behind to catch up.

Apr 29, 2019

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is frequently touted as being different. But is it really that different from other channels of wealth management? Yes, there are cultural nuances and differences for every single RIA firm and yes, there are business and ownership considerations RIAs have that broker/dealer affiliated advisors do not. However, delivering holistic financial planning and advice does not vary by channel for fiduciary-minded (and mandated) individuals and teams.

Mar 12, 2018

Where does digital engagement lift sales for asset managers?

For several years, we have surveyed financial advisors (in association with Horsesmouth) to understand the effects that digital experiences provided by asset managers have on their attitudes and behaviors toward these firms. Each year, we have seen the importance grow.

Feb 5, 2018

Advisors are dissatisfied with widening digital gaps. Here's what to do

Advancements in marketing technology are accelerating at an unprecedented pace. Combined with access to troves of behavioral and transactional data, these developments enable brands to provide highly individualized interactions and recommendations to engage with their prospects and customers.

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