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-Serve Software
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
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
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
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

The Fintech Effect on Asset Managers
The Fintech Effect on Asset Managers Technology will be by far the most disruptive factor in the asset management industry in coming years, yet many

How Asset Managers are preparing for Brexit
How Asset Managers are preparing for Brexit A growing number of UK asset managers anticipate that Brexit will have a major impact on their business