Alignment between departments can be difficult. But it is necessary.
Financial services remain behind the curve with adoption on this – marketing doesn’t talk to distribution and vice versa. But with so much of the investor journey being digital,
the opportunities are abundant for these two critical departments to work together to boost assets under management.
In this webinar, we covered:
• Marketing technology and why it’s critical to involve both teams
• What metrics should you be reviewing?
• Identifying gaps in reporting
• How to effectively improve communication between departments
• Ideal Investor Profiles – why are they so important?
• Quick wins to improve your lead nurturing strategy
