The financial world is saturated with investment products, strategies, and philosophies. As a result, it is easy for investment funds to get lost in a sea of obscurity. Our research shows that just 37.3% of financial advisors could name a compelling product pitch they had received from a fund manager or wholesaler in the last six months. In order for asset managers to stand out from the crowd and drive new flows, we believe firms need to develop brand-aligned products and tell powerful product stories.
Our new, two-part Effective Product Marketing Strategies series looks at practices and recommendations marketing and product teams can take in their efforts to build brand-aligned products which can drive engagement, conversations, and – ultimately – sales. It also provides actionable steps firms can take that can help advance the advisor journey.
Purchase provides access to two reports that can help you:
Primary Audience: Heads of Marketing or Product and Strategy Development
This report builds on previous DST research and surveys on asset managers’ product management and financial advisors’ preferences and practices.
categories: advisor decision journey, branding, marketing strategy, product strategy