How Asset Managers Can Drive 1:1 Personalization

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Asset Management, Brand Strategy, Digital & Direct Marketing

Andrew Flook

Andrew Flook

Head of Asset Management Practice

Episerver


The asset management industry is being assailed from all sides by a new generation of digital startups and service providers, each one promising your institutional and private wealth clients better service, lower fees and less friction.
However, the standard has been set by consumer brands like Netflix and Amazon whose responsive experiences predict customer intent and deliver relevance in every interaction. Financial services leaders need to understand this shift in client expectation, and drive initiatives that deliver personalized and predictive digital experiences.



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