blog
From Many Come Ten
by Anu
This month, kasina released "Top 10 Institutional Web Sites for Institutional Investors." In our first review since 2006, the data revealed significant progress. Then, many firms maintained a one or two page brochure about their institutional line of business. Now, our research revealed three key findings:
- Institutional clients and consultants expect the ability to access data on-line. EXPECT. This is no longer a nice to have, but an expectation
- Institutional web sites will play a role in winning RFPs both today and in the future
- Institutional web sites will only be successful if the relationship management is well-trained and ready to direct users there.
There is tremendous discrepancy within our Top 10 sites. The 10th place firm scored 52% of the top firms. Therefore, there is significant opportunity for other firms to jump right into the foray and place in the next ranking.
In the high-tough, high-margin institutional business, firms are creating a world-class client experience to compete and win business. Winning one additional small mandate (e-mail me for the math) results in over $1MM of revenue.
E-mail us with questions or thoughts about the institutional client experience. Or better yet, use the kasina forum to post thoughts and questions.