Tag Archives: Investment Marketing
The shift from active to passive investing continues to drive significant change for investment management sales and marketing. In this article, investment marketing consultants Sandra Powers Murphy and Donna DiMaria explain what marketers can do to help their firms grow AUM in today’s challenging environment.
According to DiMaria, operational efficiency in sales and marketing has become imperative, and asset managers are taking note.
“Firms are looking to be more efficient, doing more with fewer resources both in terms of bodies and budget. And that is leading to consolidation, outsourcing, and automation. The status quo isn’t working anymore so, in a way, the market is recreating itself,” she said.
As more financial services firms are going social, many companies are starting to gain more customers through social media channels. If your organization is still reluctant to engage on social platforms, there is some good evidence that you should start.
Overall, financial services firms are investing more in digital marketing. Research by Martini Media cited by The Financial Brand found that marketers expect to increase investments in social media and other digital approaches after noting diminishing returns on more traditional marketing approaches. Customers, even business-to-business buyers and investors, are increasingly using social media to research investment decisions. This means that financial services firms are starting to utilize digital channels to connect with these newly empowered digital consumers. (more…)
I recently completed an RFP that posed this question:
“Describe the factsheet production cycle and timeline for your most efficient client and your least efficient client.”
This got me thinking: What really drives efficiency in marketing document production? Over the past 25 years, I have seen just about every variation on technology and process models that can exist to support factsheet production. I’ve seen firms that have embraced technology and process to improve their efficiency ten-fold. On the flipside, I’ve seen firms that seem to do everything in their power to undermine the efficiency of a technology or process they’ve paid good money for. (more…)