White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.
How Asset Managers Can Create Powerful Client Experiences with Self-Service Software Very few software options have been available to help asset managers with their marketing
How Asset Managers Are Becoming More Customer Centric Investment firms are looking for ways to gain market share to counter the increasing stress on margins
The Road to Digital Maturity for Investment Managers From becoming customer-centric to investing in technology, people and security. We look at five areas that investment
A Guide to data-driven marketing in Financial Services Data-driven marketing is becoming increasingly popular, with companies thinking of ways to use data to improve their