Research Study What Advisors Do Online 2016

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Distribution Solutions WADO 2016 illustrationFrom a crowded product marketplace to disruptive industry forces, asset managers have to work harder than ever to capture advisor interest. And when 3 out of 4 of advisors say their digital experiences with an asset manager influence their perception of the firm’s capabilities, asset management firms must invest in delivering a digital ecosystem that capture advisor attention and business. Leading firms are leveraging two powerful tools to enhance digital engagement with advisors: comprehensive segmentation and omni-channel marketing.

Our annual What Advisors Do Online 2016 report this year includes a series of studies that provides an overview of why and how marketers can leverage comprehensive segmentation and omni-channel marketing to provide advisors with what they want, when and how they want it. This series encompasses the titles:

  • Standing Out from the Crowd: How To Use 2 Powerful Business Tools To Engage Advisors
  • Telling your Management Story to Attract Advisors to your Website
  • Increasing Engagement with Email
  • Addressing Mobile Expectations
  • Nurturing Social Connections to Build Loyalty

Purchase this report series to get:

  • Key findings and actionable recommendations on using advisor segmentation and omni-channel marketing to improve engagement with advisors.
  • Detailed segment profiles including portfolio behavior and investments.
  • Industry benchmarking data for website, email, mobile and social networking.

Purchasers of this report also receive a personalized DST analyst presentation. Learn how to better utilize everything you have to engage advisors more effectively. Purchase the report today.

Primary Audience: Head of Distribution, CMOs, Business Analytics Managers, Sales Managers, Marketing Managers


DST's study is based on findings from DST's Advisor Insights survey research conducted in June 2016 in partnership with Horsesmouth, an online community of financial advisors. Findings are based on responses from 460 US financial advisors who responded to a 17-question survey.

Report Details

  • 21 pages
  • Released 9/28/2016
  • Author: Julia Binder

categories: advisor websites, personalization, omni channel, marketing strategy, digital marketing

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