Destination Inbox: Increasing Email Relevance and ROI

Business journal rumors of the death of email have been greatly exaggerated, as emails become even more entrenched in our daily lives. For asset managers, email is the most frequent type of contact they have with advisors – and the one they are most receptive to. Only 5.3% of the asset managers we surveyed, however, say they are highly effective at using email to increase sales. And when email generates $38 in ROI for every $1 spent across all industries, we believe it is critical that firms maximize their email marketing programs.

Our latest report Destination Inbox: Increasing Email Relevance and ROI looks at the future of email and the email expectations of advisors in 2020. Focusing on three key trends, it outlines some of the ways asset managers can create more relevant and effective email marketing.

The Future of Email - 3 Trends that will be Status Quo by 2020


Purchase this report to:

  • Discover some key trends in machine learning, artificial intelligence, and big data that are fueling more sophisticated and convenient inbox experiences.
  • Learn five critical practices to increase email ROI.
  • Get recommendations on next steps that you can consider to evolve your firm’s email strategy, regardless of its current stage.

Primary Audience: Heads of Marketing, Digital Marketing Managers


This report is primarily based on interviews and survey responses from digital marketing executives from 19 asset management insurance firms. It also features data on advisor behavior and preferences from DST Advisor Insights, in association with Horsesmouth.

Report Details
  • 31 pages
  • Released: 11/8/2017
  • Author: Tracy Needham


This report is available to all firms that are subscribers of our WalletShare service. If you are interested in purchasing this report, or joining WalletShare, please contact us.

Download the sample report