Why asset managers are so focussed on Personalization & AI in 2019
Which tools and platforms asset managers are using to deliver 1:1 experiences
How asset managers are integrating AI into their Sales & Marketing workflows
Rich Watts is Global Head of Digital at Kurtosys, a London and US-based fintech company that develops digital marketing and reporting tools for asset managers.
This episode’s discussion centred around the 2019 Kurtosys Asset Management Digital Marketing Report which surveyed over 200 asset managers across a range of global firms.
The report surfaced that ‘Personalisation & Targeting’ and investment in machine-learning are key priorities for these firms. Investors and intermediaries now expect predictive 1:1 experiences that reduce information-gathering and investment friction. The question is how can firms make this digital transition in a manner that is compliant yet innovative over the next twelve months?