As fewer advisors take fewer calls and meetings from wholesalers, digital marketing can play an increasingly important role in unlocking new business opportunities. In fact, our latest research calculated the sales lift from a combination of advisor digital engagement and sales contact and found the average gross sales increase was 33%. But we see the gap between what advisors expect from their digital experiences and what asset managers provide continue to grow.
This year’s Digital Engagement Leadership: What It Takes and Why It’s Worth It report analyzed the responses of financial advisors surveyed, in coordination with Horsesmouth, to examine their digital behaviors and preferences for current and emerging technologies. The report assesses how asset management firms measure up in delivering on their expectations and ranks the top five.
Source: DST Research, Analytics, and Consulting, LLC research 2017
Purchase this report to:
See who the top five digital engagement leaders are in asset management and view nearly 20 examples of best digital practices
Primary Audience: Heads of Marketing, Digital Marketing Managers
This year’s report on digital engagement leadership is based on findings from three separate sources:
categories: advisor behaviors, advisor preferences, advisor websites, digital marketing
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