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.
DST’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.
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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.
categories: digital marketing, marketing strategy, advisor teams, data science