The fund world has spoken. From our survey, see how industry professionals view the effects of digital platforms on common challenges from lead generation to analysing data.
Where Should Marketing Priorities Lie?
2024 has been an exhilarating time for digital fund marketing. We’ve all witnessed the rise of online personalisation, AI’s status from talk-of-the-town futurism to a widely used automation tool, and moves from multiple platforms to single, consolidated sources of investor data.
But just because we read about these fast-paced moves occurring, a different story can often be told when we ask the industry. Just how applicable are new digital marketing tools? Are they actually assisting funds to engage existing and new investors to boost assets under management?
This is why, a few months ago, we posed a series of questions to investigate exactly how professionals on the floor have taken on such challenges as demand generation, content creation, and finding, nurturing and converting leads. We heard from marketers, investor relations, partners, and more, and the results often gave drastically varying accounts of what was working.
It’s tough out there to shift fund marketing to suit new consumer bases using sophisticated platforms and navigate the ever-changing digital landscape. That may be why there’s still a gulf between investing in technology and eventual ROI.
We hope this survey identifies areas for further consideration (and some helpful solutions) as we head into the new year. Until then, let’s delve straight into the results and continue surging forward!
