In our recently released What Advisors Do Online 2016 report series, findings showed that 72.8% of today’s advisors say the digital experiences provided by asset managers influence their perception of the firm’s capabilities, up from 58.7% in 2015. Only 16.3%, however, think that asset managers are meeting their digital expectations. Which firms are delivering industry-leading advisor engagement across their digital ecosystem?
DST kasina’s inaugural, annual Digital Engagement Leaders 2016 report series evolves from our past annual advisor website rankings. As the subtitle It’s Not Just About the Website Anymore states, this series looks at the full arc of interactions advisors have with each firm and evaluates how effectively each provides personalized, omni-channel experiences to present the Top 5 Digital Engagement Leaders in 2016. This series encompasses the titles:
It’s Not Just About the Website Anymore
Connecting to the Mobile Advisor
Networking With the Social Advisor
Making It Easy to Do Business With You
Enhancing Engagement in the Inbox
Profiles in Omni-Channel Differentiation
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Purchasers of this report also receive a personalized DST kasina analyst presentation. Learn from the industry-leading firms more effective ways to engage advisors across omni-channel touchpoints. Download the report today.
Primary Audience: CMOs, Marketing Managers, Heads of Distribution, Sales Managers
DST kasina’s study is based on our proprietary methodology to evaluate asset managers’ efforts to engage advisors on and across the most influential channels—the advisor website, email, LinkedIn, Twitter and blog—as well as both desktop and mobile devices. Thirty-one small, mid and large-cap firms ranging from $92M to $2.6T during July-August 2016 were evaluated.
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