deploying a data-driven and integrated approach to marketing

Asset managers understand the key to growth is building trust and confidence with investors. While once the domain of the large bank and wealth management brands with their sizable marketing budgets, today the latest digital marketing tools have changed the playing field. Smaller savvy asset managers can effectively build brand with a modest budget and a smart marketing strategy.

Whether it is a financial adviser, relationship manager or a salesperson, most investors value personal contact and relationships throughout the investment buying decision. However, solely deploying this approach is labour intensive and inefficient. The real opportunity is to scale your distribution through the smart use of sales and marketing technology. 

The result, an automated and highly personalised digital client experience that complements and fast-tracks one-to-one relationships and the investment buying decision. Your brand and business can benefit from: