Research Study Managing Modern Digital Teams

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With up to 90% of the business cycle completed by the time an advisor makes contact with a brand, connecting with advisors online early as they research asset managers and their products is crucial. Of the 30 firms surveyed, however, 46.7% see digital engagement as a “nice to have” but not essential. In order to be valued as strategic and essential leaders and team members, digital teams must demonstrate how fully integrated they and their initiatives are to the company’s business strategy.

Distribution Solutions Managing Modern Digital Teams illustrationDST’s white paper illustrates that the digital marketing strategies of asset managers and insurers are more crucial than ever to advisor customer journey, as advisors evaluate and decide with which firm they choose to do business. But digital teams at nearly half the asset management firms we surveyed have not yet persuaded their business partners of the vital role they play in attracting and retaining clients.

Our research, Managing Modern Digital Teams, discusses ways digital strategists can build greater buy in to the effectiveness and efficiency of digital marketing.

Purchase this paper to:

  • Get practical recommendations for integrating digital objectives and strategies at all levels of business planning.
  • Understand how digital teams at leading organizations obtain the budget, technologies, and support they need to deliver.
  • Get detailed data on digital team structure, recruiting, compensation, and budgeting of large, mid-size, and small firms.
  • Learn how peer organizations measure and communicate business impact metrics.

Purchasers of this report also receive a personalized DST analyst presentation. Find out how you can drive digital initiatives and demonstrate ROI that increase the effectiveness of your digital teams. Purchase the report today.

Primary Audience: Heads of Marketing, e-Business, Digital Strategy, Research


DST analyzed survey responses from 30 asset management firms, and conducted interviews with selected marketing and digital strategy executives.

Table of Contents

  • Aligning Digital Strategy with Corporate Objectives
  • Staffing Modern Digital Teams
  • Being Accountable
  • Optimizing Modern Digital Teams

List of Exhibits

  • Digital Engagement
  • Digital Strategist
  • Common Sales Pipeline
  • Advisor Touch Point Integration
  • Digital vs. Traditional Marketing
  • Create Digital Content First
  • Digital Strategy Team
  • Digital vs. Traditional Teams
  • Staffing – Number Of Fte
  • Average Number Of Staff By Function
  • Data Scientist
  • Content Strategist
  • Social Community Manager
  • User Experience Designer
  • Data Artist
  • Sales Team Prefers Digital To Traditional
  • Biggest Challenges To Implementing Digital Strategy
  • Chargebacks
  • Firms Using Zero Based Budgeting
  • Allocation To Digital Marketing
  • 2015 Marketing Budget Supporting Intermediary Business
  • 2015 Average Digital Marketing Budget Allocation
  • Metrics Firms Use/Find Effective
  • Building Brand Awareness
  • Earning Consideration
  • Doing Business
  • Allocation Of Digital Team Members
  • Average Number Of Staff By Function At Large, Mid-Size And Small Firms
  • Status Of Digital Skills
  • Average Annual Salary For Head Of Digital Strategy
  • Average Annual Salary For Content Strategist & Data Scientist
  • Average Annual Salary For Data Artist & Experience Designer
  • Average Annual Salary For Social Community Manager
  • 2015 Marketing Budget – Large Firm
  • 2015 Marketing Budget – Mid-Size Firm & Small Firm
  • Survey Population

Report Details

  • 34 pages
  • Released 2/24/2015
  • Author: Julia Binder

categories: digital marketing, marketing strategy, advisor teams, data science

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