Last updated by at .
We’ve shared many posts on the Kurtosys blog about how marketing has changed within the asset management industry. Whether we’re writing about Digital Darwinism, suggesting the 5 things that Marketing Directors of Asset Management firms need to focus on for 2013 or simply sharing investor preferences as revealed by Kurtosys research, we like to think …
In our last post on customer engagement, we looked at what this means in a virtual world for wealth managers. But that’s just step one. Whilst you might have been persuaded that customer engagement is the way forward, you now need to convince your FD! Getting people on your side The numbers were pretty persuasive. …
With increased competition and commoditisation in the market place, wealth managers are seeing growing levels of churn with challenging implications for profitability. A recent study of high net worth individuals by KPMG highlighted that 45% were more ready to switch providers than 5 years ago and 41% have considered splitting their portfolio. Traditionally, firms …
They call it ego-surfing. An idle moment here and there and curiosity gets the better of you. You enter your own name into Google and see what comes up. There will be a few social networking accounts – depending how tight your security settings are – a few business profiles on company websites, perhaps a …
1 Provide a choice for the investor/adviser to use a mobile version of your site or an app as well as a full “desktop” view. Digital choice is essential in a multi-channel world. 2 Stick all your documents (Fact sheets, KiiDs, the lot) in an easy to use Document Library. Documents are useful but getting …