O slideshow foi denunciado.
Utilizamos seu perfil e dados de atividades no LinkedIn para personalizar e exibir anúncios mais relevantes. Altere suas preferências de anúncios quando desejar.

Digital Client Engagement in Asset and Wealth Management Companies

Learn how asset and wealth marketers can make the best use of digital to improve their marketing effectiveness.

  • Seja o primeiro a comentar

  • Seja a primeira pessoa a gostar disto

Digital Client Engagement in Asset and Wealth Management Companies

  1. 1. 0 edynamic, Thursday, May 12, 2016 Digital Client Engagement in Asset & Wealth Management Companies
  2. 2. 1 edynamic, Thursday, May 12, 2016 Discussion Points today • The Challenge • What is required to confront this challenge ? • How shouldAM/WM marketers approach digital? • Examples
  3. 3. 2 edynamic, Thursday, May 12, 2016 2 Post Financial Crisis (2008)
  4. 4. 3 TheRosyPicture Source: PwC report- Asset Management 2020
  5. 5. 4 “Indeed, even with the recovery since the crisis, asset managers are uneasy” (source:OliverWyman) “Revenues in 2013 were only 2% higher than that of 2007, while their costs were 6% higher for the same period.” (source:BCGglobalassetmanagementbenchmarking study) The Flip Side
  6. 6. 5 Reasons for “The Flip Side” • Regulatory changes “50%increaseindustry-wideinrisk,legalandcompliancecosts between2007and2014” (source:McKinsey) • Shift in investor preference “Oncebitten,twiceshy” • Non-traditional competition Robo-advisors,Alternatives “By2020,alternativescouldcomprise15%ofglobalindustryassets, andproduceupto40%ofindustryrevenues” (source:McKinsey)
  7. 7. 6 OpinionPoll: HowsatisfiedareyouwithyourMarketing&Salesinnovations ? 1. ExtremelyHappy 2. Happy 3. JustSatisfied 4. NotSatisfied
  8. 8. 7 “40%ofthetopassetmanagersarenotactivelyinvolvedinsocial mediaandonly15%ofassetmanagersactiveonsocialmediaare interactive;andmorethanaquarterofassetmanagersarenotsure whethertheuseofmobiletechnologyfordistributionor communicationwouldplayacriticalrole” (source:PwC) The Challenge Lack of Innovation within Marketing & Sales
  9. 9. 8 edynamic, Thursday, May 12, 2016 8 What to do ?
  10. 10. 9 Innovation across Customer touch-points
  11. 11. 10 Customer Loyalty Management “Aloyal, affluentcustomer isworthnearlythreeanda halftimesmorethanan averageone” Source:Bain
  12. 12. 11 edynamic, Thursday, May 12, 2016 11 How ?
  13. 13. 12 edynamic, Thursday, May 12, 2016 The Roadmap Strategy & Planning UI, UX Design Content Management Marketing Automation Manage Search Engine Growth & Change Management
  14. 14. 13 1. Strategy & Planning Timespentinstrategyandplanning isawell-deserved investment.Anycornercuttingatthisstagemayprove disastrous QuestionsrelatedtoBusinessobjectives  KPIs,Timelines,negativeimpact,alignmentwithvision,costbenefitanalysisetc. Questionsrelatedtofunctionality  Customerjourneymapping,Channelsetc. Questionsrelatedtotechnology  Tools,vendors,currentstate,integrationsetc. Questionsrelatedtopeople&process  Internalowners,skiills,in-housevsexternalsupport,governanceetc. AsklotofQuestions–startwithbusinessobjectives &thengofortechnology.
  15. 15. 14 2. UI, UX Design Onlydifference betweengoodandbaddesignisUser acceptance  Customerfocus  Conversionfocus  Multi-channel(Responsive)  Quickglanceversion  Donotoverdo  Speed  Simple  Testing(A/B) KeyPointstotakecare:
  16. 16. 15 3. Content Management Contentistheheartandcoreofanydigitalinitiative  AvoidSilos  Multi-Channel  Personalization  Conversionfocus KeyPointstotakecare:
  17. 17. 16 4. Marketing Automation Email–marketing isstillthemostpopular channelin AM/WMindustry  Segmentation&Targetingakeystep  Nurturing&CustomerEngagement equallyorevenmorecriticalthat customeracquisitioninAM/WM  SocialMediatobeusedeffectively  Thereisneveraperfectcampaign  Analytics isthekey KeyPointstotakecare:
  18. 18. 17 Integration is the key
  19. 19. 18 5. Manage Search Engine Clientsalwayssearchforfindingsolutiontotheir needsandnottolookoutforanyproduct  Continuousactivity  Targetlinkstobio-pagesratherthanhome-page  Keywordselectionshouldalwaysbethestartingpoint  Noshort-cuts(punishmentbyGoogle) KeyPointstotakecare:
  20. 20. 19 5. Growth & Change Management Embrace changepro-actively andnotreactively  Changesshouldbetriggeredbybusinessobjectives  Pro-active roadmap  Avoidpeer-pressurefromcompetition  Changemanagementbydesign KeyPointstotakecare:
  21. 21. 20 CONNECT WITH US 1-877-339-6264 www.edynamic.net contact@edynamic.net twitter.com/edynamic youtube.com/1999dynamic facebook.com/edynamic.net

×