A selection of white papers and eBooks to assist professionals in the Fund Marketing and Investor Servicing industry.
White Papers
How asset managers are becoming more customer centric
Tim Cooper on August 05, 2019
Investment firms are looking for ways to gain market share to counter the increasing stress on margins from pressure on fees, mounting costs and the growing regulatory burden. We explore how leading asset managers are refocusing towards customer centricity.
The Road to Digital Maturity for Investment Managers
Luke Hinchliffe on July 10, 2019
From becoming customer-centric to investing in technology, people and security. We look at five areas that investment managers need to consider on their road to digital maturity.
A Guide to Data-Driven Marketing in Financial Services
Leandi Kolver on May 28, 2019
Data-driven marketing is becoming increasingly popular, with companies thinking of ways to use data to improve their marketing efforts. In this eBook we take a look at data-driven marketing in the financial services industry and provide a step-by-step strategy for implementing it in your company.
In this 16-page eBook, we explore common aspects involved in Fund Marketing Document Production. Including common frustrations,
design process, typical components, guide to automation, regulation, industry opinion and more.
Technology will be by far the most disruptive factor in the asset management industry in coming years, yet many incumbent players are unprepared for the upheaval.
The Fund Marketer’s Guide to Reaching South African Millennial Investors
Leandi Kolver on October 19, 2018
South African millennials are not investing as much as they should for a comfortable retirement. In this white paper we take a look at the reasons for this lack of investment and provide advice on what fund marketers can do to attract more millennials to their funds.
A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.
Seven Key Ingredients of Asset Management Marketing
Elliot Burr on August 16, 2018
We've put together a run-through guide of the key ingredients which we believe can help asset managers to amplify their digital offerings, from content creation to website features, including some of the best industry-wide examples we could find on the web.
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy Policy