How Platform Technology is Bridging the Digital Divide

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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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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