Don't Sleep on Email

Asset managers hoping to stand out from the pack often place their energy on the most intensive, immersive forms of communication: meetings, webinars, phone calls and even exploring the Metaverse. Email, on the other hand, can be dismissed as passive, anachronistic or plain annoying to the clients they seek to engage.

But advisors are telling a different story: maybe you’re just doing email wrong and overlooking its actual power.

Download our research report to discover how sales and marketing professionals can use email to take advantage of the following opportunities:

• Delivering the bite-sized content advisors want.
• Maximizing your impact with sharper messages.
• Using digital engagement data to maximize face-to-face interactions.