Your Client Data alone is Worthless; Personalization Requires Content Intelligence
Your Content Management Processes Hinder Personalization Initiatives
Asset Management Content With Robust Metadata Delivers High-Impact, Relevant Experiences
Institutional and retail investors expect sophisticated and personalized experiences across all touchpoints. This is especially the case in a time when self-isolation means they are forced to change how they interact with their asset managers, gather information and make investment decisions.
To meet these rising expectations, asset managers need to adapt quickly and get better at identifying changing clients needs and providing a relevant, predictive digital experiences.
However, digital transformation initiatives often misfire as they lack streamlined content management processes, content intelligence, and systems that determine the best content assets to serve up to customers. This is further compounded by the operational complexity caused by COVID-19. This webinar will examine how asset managers can quickly deliver 1:1 personalization at scale, even during times of massive disruption.