Category Archives: Client Service



Thinking Outside the “Sales Box” to Keep Financial Advisors Engaged

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Understanding the challenges asset managers and their salespeople face in generating leads and winning new business has always been a key driver of our product development and enhancement efforts.

But the conversations we’ve been having with these firms have radically changed since the COVID-19 crisis began. The volatile market environment, in combination with the embargo on in-person meetings, has pushed typical product-and-performance meetings to the backburner. Sales teams have replaced lunch-and-learns and walk-in visits with digital marketing campaigns and Zoom sessions. As a result, wholesalers have had to find innovative ways to keep financial advisors engaged, many of whom are struggling with similar client acquisition and retention challenges.

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Client-Centric vs. Investment-Centric Marketing at Asset Management Firms

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Investment Marketing - Is your approach investment or client-centric?

Times are changing, and the modern consumer’s attention won’t be captured by old-school marketing tactics anymore. This is especially true for asset management firms. Good performance isn’t enough. With thousands of options, investors not only put more emphasis on what they are investing in, but they also want to feel like a priority; that their values, interests and goals are at the top-of-mind to their advisors. Firms that understand their clients do better in the marketplace. As the industry becomes more challenging, firms must move from investment-centric to client-centric messaging.Read More

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For Asset Managers, The Profit Is In The Relationship

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To profit, asset managers should invest in relationships

The economic pressure that has weighed down asset managers recently will continue to mount in 2019. We will especially see this as the tide of market-induced asset growth subsides. The established industry trends are rising passive inflows, fee compression, increased regulation, continuing platform rationalization. These are inescapable, threatening profit margins of the least prepared asset managers. In response, firms are intensifying their efforts to streamline distribution costs, improve their offerings, and invest in relationships. However, many still fall short of differentiating themselves among financial advisors. This could be the ultimate key to sustainable profits in this shifting landscape.

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The 3 Ways to Approach Content Automation

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3 ways to approach content automation

Due to the competitive nature of the financial services industry, content automation has become a strategic priority for many.  With a finish line goal to improve scalability, risk management and brand compliance, the race is on to improve marketing and sales operations.  The challenge firms face is knowing how to approach content automation.  Is it better to build or buy?  What are the differences between the leading vendors, and their approaches?

In 2017, we commissioned some research on how asset managers are automating content production.  The research found 3 common models: Fully outsourced, DIY, and hybrid.  Here’s a brief description of each and the pros and cons.

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