Best practices for 1:1 personalization in asset management in 2019
Case Studies of asset managers using AI in highly regulated contexts
The AI technologies top performing asset managers use for 1:1 personalization
Today’s institutional investors and private wealth clients expect the same high level of personalized treatment across every digital channel. The standard has been set by consumer brands like Netflix and Amazon whose responsive experiences predict customer intent and deliver relevance in every interaction.
Asset management marketers need to understand this shift in client expectations and drive initiatives that deliver personalized and predictive digital experiences. Leading firms such as Oppenheimer Funds, AllianceBernstein, Lord Abbett, Citi and Columbia Threadneedle have made the leap to AI-driven relevance – will you?