The website is the hub of digital marketing. Leading Canadian asset managers take advantage of web technology developments to build brand awareness, earn consideration, and make it easy for advisors to do business with them. Other firms use their websites as stale repositories of commentary and technical articles, missing out the opportunity to engage and build profitable relationships with advisors.
In response to client demand, DST conducted an evaluation of Canadian asset manager websites for financial advisors using our proprietary methodology. We ranked the top four sites and analyzed the key strategies and features these firms use to engage advisors, help them navigate end benefit from regulatory requirements, earn their business, and foster loyalty.
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Primary Audience: Heads of E-Business, Marketing, Digital Strategy, Research
Starting with DST's proprietary methodology for evaluating digital engagement on websites, DST adjusted the framework to take into account the few significant differences from the U.S. market and analyzed 11 Canadian asset manager websites.
categories: advisor websites, personalization, branding, advisor engagement/client engagement, digital marketing
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