Is Automation the Key to Unlocking Your Wealth Managers’ Time?
Being a successful wealth manager isn’t just about producing great financial results for your clients. It also means creating the best customer experiences possible. That’s because in a highly competitive industry, it’s what discerning customers have come to expect. As a result, it’s critical for not only expanding existing relationships, but also forging new ones. […]
Decision-makers are smarter than ever and enter the buying process equipped with knowledge about exactly what pains they are feeling and what solutions they are seeking out. In fact, CEB reports “Customers are already 57% through the purchase process before they approach a supplier.” This means when buyers do begin outreach to vendors, they are […]
1 Surprising Stat About Marketing Automation Platforms
Marketing Automation Platforms (MAPs) have quickly become an important piece of any marketing technology stack. They’ve emerged on the heels of CRMs to serve as the base of operations for all of Marketing’s activities. With a MAP, Marketing can launch automated campaigns, score leads, and capture important demographic information about potential buyers. Solutions like Marketo, […]
Why Does Marketing Automation Matter in Life Sciences?
In the 1990s, modern Customer Relationship Management (CRM) software was born as arguably the most revolutionary resource for sales organizations. CRM platforms help Sales track activity from the lead stage all the way to becoming a customer, driving sales and increasing revenue. But what about Marketing? In recent years, innovative technologies like Marketing Automation Platforms […]
Trends in Asset Management: Interminable Consolidation
In an interview with FundFire in February, Dan Fuss, vice chairman and portfolio manager at Loomis Sayles, talked about the continued transformation of asset management, detailing what he saw as the fourth industry change during his lifetime: I doubt if wages are going to be going up in the asset management business. I really do. […]
Despite rapid growth and expansion, the sales enablement field is relatively young. As such, accepted standards and best practices can quickly change as new solutions are built or more research is conducted. In an attempt to get a handle on this emerging market, late last year Forrester released an industry defining report that determined the […]
Three Keys to a Coherent, Consistent Corporate Narrative
Regardless of which space a financial services firm occupies—banking, asset or wealth management—creating, maintaining and disseminating an effective corporate narrative is critical to conveying a coherent, differentiating message to the market—especially one in the midst of a massive transformation—and delivering a consistent level of value and service via the statement’s users—a firm’s employees. The CEB […]
Seismic recently surveyed asset managers to better understand their strategic priorities for 2017, how they harness or plan to harness the value of content automation, and life with and without access to technologies that streamline processes and personalize client experiences. While the survey’s complete findings won’t be officially released for a couple of weeks, the […]
From Asset Management to Account-Based Marketing: An Interview
I recently sat down with Seismic’s Jillian Hughes, manager of account-based marketing for financial services, and took the opportunity to ask a few questions about her background in asset management, the experience of working for a tech company, and the internal and external factors currently affecting firms within the space. After college you worked as […]