Category Archives: Investment Marketing



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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Obstacles Salespeople Face when Trying to be Customer-Centric

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Obstacles salespeople face when trying to be customer-centric

When developed and used properly, buyer personas can help marketers and salespeople win more business. By talking to clients, leads, and prospects, your team can implement highly effective communications that drive new and retained assets. When a company develops effective communications, it leaves buyers thinking, “This firm really gets me.” On the road to creating the most effective materials, there are many obstacles salespeople face when trying to be customer-centric.

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What’s really holding up your factsheet production? (Hint: It’s a four-letter word)

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Poor Data Management Causes Inefficiency in Factsheet Production

Factsheets are a staple of the investment marketing collateral mix.  Studies show that they are still the most widely used sales tool in the field.  Every quarter, there is a rush to get them into the hands of the sales force faster than competitors.  Many factors slow down factsheet production timelines, but the most critical factor is… data.

The efficiency, accuracy, and consistency of marketing and communication output is directly tied to a firm’s data management strategy. Firms can significantly reduce their time-to-market and risks associated with factsheet production by automating their data management process.Read More

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