The Asset Management Digital Marketing Survey 2018

Luke Hinchliffe

Head of Digital Marketing

Kurtosys Systems

In this fifth annual survey conducted by Kurtosys, we have again asked our expansive audience to help us give some insights into digital marketing trends and perspectives in asset management marketing. The results come from nearly 200 respondents working across a range of global asset management firms, with 72% in a marketing role.
The key findings include:

  • Almost two thirds of asset managers make Personalisation & Targeting a priority in coming year (62%)
  • AI/Machine Learning will have the most impact in financial marketing in the near future (43%)
  • 87% say their marketing is still in the ‘developing’ or ‘basic’ stage in terms of digital maturity
  • Over half think the traditional two-page fund factsheet is outdated and needs disrupting
  • The most disruptive force to asset management is now believed to be Fintechs (29%)
  • 78% feel that regulation is making marketing harder
  • 59% plan to spend more on their website development in the next year

Download the report for all the insights.

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