The March 2016 Mutual Fund Education Alliance.
- Want to feel valued by fund providers and indispensable to their clients
- Are increasingly independent and control portfolio recommendations
- Seek new insight, but are overwhelmed by the volume of communication
- Are more self-directed but appreciate personalized access and service.
Fund Companies are…
- Committed to high-touch wholesale model
- Offering more tailored resources and actionable content
- Launching omni-channel campaigns
- Deploying modern marketing technology platforms
- Using data and predictive analytics.
This slide presentation reviews strategies for a closed-loop marketing architecture and a 360 degree view of the customer