In this 48-page annual report, Visible Thread analyzed 60 of the largest asset management firms from the perspective of their website language, crisis communications, customer experience and investor trust.
The human tragedy of COVID-19 has upended lives around the world and had a dramatic effect on consumer behavior. For businesses, these changes are forcing marketers to reimagine how they connect with their customers and drive growth.
In this speaker series from the Association of Investment Marketers, they ask which content type is best for engaging and influencing investors? Guest speaker Ximene Weaver, Head of Content at Savvy Investor, will share best practices and practical tips on how to optimise engagement and generate more leads, and delve into…
Few things divide like jargon. While inspiring terror or teeth-gnashing rage in communications pros, people using such language might meet it with a shrug of indifference or, worse, a glint of pride. Here’s a list of investment terms that we think should be put out of their and our misery (but, alas, probably won’t be).
31% of B2B marketers say email newsletters are the best way to nurture leads according to the Content Marketing Institute. So how do you encourage newsletter subscriptions? Or if you already have a healthy sign-up rate, how could you experiment with different tactics to boost those numbers further?
Highly-regulated industries like financial services have stringent recordkeeping requirements that demand all communications from regulated employees be retained for possible audit, including emails, corporate chat messages, and mobile texts. Here are seven rules that legal and compliance teams should follow to ensure that…
In a world saturated with content – whether that’s social media, blogs, videos, podcasts, guides, research articles, white papers, news, fake news (the list goes on…) – how do you cut through the noise?
The recent Gramercy Institute’s Financial Marketer’s Forum gathered the collective wisdom of content marketing practitioners from asset management, banking and third party agencies. Deutsche Bank’s Janet Du Chenne reports on the talking points arising at the event, as they discussed their content priorities for 2020.
Marketers working on financial regulation face a number of challenges, from long lead times to sudden changes of priority, but they still need to plan for the future and convert leads around upcoming regulatory events. So, how best to approach the challenge?
Asset management sales and marketing efforts are fueled by data. The faster firms get clean, accurate product performance data in the hands of consultants, advisors and wholesalers, the better their chances of closing deals and increasing inflows. Effective governance for investment data is the foundation for this effort.
For a long time now, people have taken the position that Print is Dead… or soon will be. While there are specific examples and versions of this narrative that are true, John Toepfer talks about where and why it is not true!
Recently Peregrine hosted six leading reporters and editors in a webinar that focused on reaching investors through financial media. The conversation discussed changes in journalists’ working practices wrought by COVID 19, offered insights on the daily working practices of reporters and editors, including tips on the most…
Rich media is increasingly considered a non-negotiable part of an effective marketing strategy. Video is a particularly popular method for many investment managers, especially now in the Zoom era. With so much video content out there, how can you ensure your video hits home with your audience?
We should remember that creating documents that can be accessed and consumed by people of all abilities (who are physically impaired, visually impaired, hard of hearing, or who have cognitive disabilities) is as important as making websites accessible. Kurtosys provide a rule of thumb checklist to ensure that documents are…