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REPLAY::Specialised vs Generic: What Do Fund Managers Need to Assess When Evaluating Digital Marketing Platforms?

Published: 11 May, 2021

REPLAY::Specialised vs Generic: What Do Fund Managers Need to Assess When Evaluating Digital Marketing Platforms?


Do you go cheap and hope that it will work or buy a big brand because you are told that it will work? Evaluating and purchasing any software is not easy – especially when you have a multitude of solutions vying to seduce you. Digital marketing platforms are no different – there are many to choose from.

Operating in financial services is a completely different beast though. Buying the wrong solution can cost you dearly – inefficiencies, money spent and the reporting that fund managers require as a pre-requisite.

In a break away from our usual type of webinar, our next session is going to include a few of our clients who took the decision to part from a generic provider and implement a solution that has helped them on their mission to raise AuM.

In this webinar we covered:

 

• The critical factors they looked at when evaluating digital marketing platforms
• How selecting a solution that specialises in financial services has helped to achieve their objectives
• What impact the reporting has had on their respective teams. How do they use the analytics?
• How easy was it to implement a new solution?

 

 

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