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May 11, 2022

How Tokenization Could Accelerate the Personalization of Investing

Tokenization could have effects far more profound than lower transaction costs, improved price discovery, added liquidity and a broadening of the investor base for funds. In this blog, we explore how tokenization could also facilitate investment combinations tailored precisely to the needs, wants and values of the individual investor.

May 31, 2019

Data-driven products and personalization in the retirement industry

Data-driven products and personalized solutions are reshaping the retirement industry. What does this mean for the industry and most importantly our clients? The opportunity to achieve and deliver better outcomes across the retirement ecosystem.

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 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.


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