How Subscription-Based Platform Technology is Bridging the Digital Divide for Small to Mid-Sized Asset Managers

Investors migrating online, ongoing fee compression and increased competition are changing the blueprint for successful marketing and communications for wealth and asset management firms. The data enabled are seeing noteworthy results, including reduced marketing costs, improved operational efficiencies, and increasing investor retention rates, all while meeting the growing expectation of digitally savvy investors.

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Oversubscribed: How Social and Digital Media are Impacting Fund Distribution

In any environment, fundraising is challenging. For emerging or spin-out managers with new investment vehicles, trying to connect with a new set of investors/allocators without a pre-existing relationship can be exasperating.

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A Fund Manager’s Guide to Digital Marketing and Fundraising

What is Digital Transformation? Digital transformation (DX) is enlisting digital technology to replace and assist manual processes using computers, electronics, software, cloud computing, and other electronic methodology. For businesses, this often means...

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