An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.
The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure. One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within intermediary distributed asset management.
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Building Deeper
Relationships with Data
WELCOME
This webinar and the slides contained herein do not constitute legal
advice or recommendations for specific actions for your firm.
March 21, 2019
3. Presenters
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Tim Kresl
Principal, Distribution Insight
Broadridge Financial Solutions
Katie Firth
Head of Distribution Operations
& Business Intelligence
John Hancock Investments
Tim was one of the founders of Atom Analytics, which was acquired by Broadridge Financial Solutions last year. Tim has over ten years of experience partnering with asset managers to refine and build data driven distribution strategies
Prior to Atom Analytics, Tim was a Principal with Market Metrics.
His experience analyzing, synthesizing, and interpreting large amounts of disparate data has helped him successfully design and implement research studies to help clients better understand the intermediary sold space.
Tim also has expertise in territory design, rotation planning, and segmentation strategy.
Employees: ~11,000
Assessments and certifications for customer communications, including Payment Card Industry (PCI), Health Insurance Portability and Accountability Act (HIPAA), and Statement on Standards for Attestation Engagements (SSAE) 16
The asset management industry is confronted with several challenges to growth. Increased transparency via technology, competitive fee pressure, product commoditization, regulatory change and demographic shifts are contributing to increased margin pressure.
One possible solve is to deepen relationships by turning existing client data into an asset. While leveraging analytics to inform client segmentation, client journey mapping and brand enhancement is not a novel exercise in the business world, it has perhaps not been fully adopted and implemented within
intermediary distributed asset management.
Informal conversations with multiple players within the asset management industry suggested that an increased level of focus on the relationship with the advisor is moving up the priorities list. Based on this feedback, we set out to better understand the strategy and breadth of current activity in more detail.