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Building a Better Marketing Engine for Asset Management

New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.

“The digital delivery world will not wait.”
-- Matt Schiffman, Principal of Distribution Insight.

Our latest report compiles unique perspectives from 20 marketing leaders to reveal the actions asset manager marketers can take now to navigate the changing role of marketing. There is an incredible opportunity for marketers to fully leverage the technologies driving marketing analytics and digital delivery—and ultimately their relationships with advisors.

Building a Better Marketing Engine for Asset Management

Best-in-class leadership in asset management is accelerating digital transformation within their firms. Data-driven marketing is emerging as an industry standard. From data aggregation to data analytics, maintaining a competitive edge requires a thorough understanding of the factors that influence advisor behavior.

Today, data quality, data analytics and digital agility are required competencies. Emerging from the pandemic, asset management marketers expect these trends to continue. Bottom line: Marketers must become increasingly data-driven, focused and efficient.

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