Why asset managers are so focused 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
The latest Kurtosys Asset Management Digital Marketing Report surveyed over 200 asset managers across a range of global firms.
The 2019 report surfaces that ‘Personalisation & Targeting’ and investment in machine-learning are key priorities for these firms. Marketing automation and basic segmentation is no longer acceptable: 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?
In this webinar, Rich Watts (Head of Digital at Kurtosys) and Andrew Flook (Director, Asset Management Practice at Idio) will explore the survey’s findings, discuss the implications of AI-enabled experiences on asset management in 2019, and use case studies to show how you can improve personalization across your digital channels.