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White Paper

Data and the Search for Deeper Relationships

How asset managers are addressing market challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.

Data and The Search for Deeper Relationships

The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure.

One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management. 

Informal conversations with multiple players within the asset management industry suggested that an increased level of focus on the relationship with the adviser is moving up the priorities list. In this white paper, Q8 Research and Atom Analytics set out to better understand the strategy and breadth of current activity in more detail.