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