This report series explores how asset managers can develop products that align with their brand, tell their story more effectively, and grow market share – and shows which leading firms are doing so.
Our newest report outlines the ways marketing and sales can use data from multiple touchpoints to jointly segment advisors and develop outbound marketing campaigns to acquire new business and retain assets.
Our new report series helps asset managers understand the benefits of marketing attribution and leverage it to quantify and optimize marketing’s impact.
This report series analyzes the long-term industry changes and their implications to asset managers, and provides an assessment framework along with recommendations modernize firm's distribution organizations.
DST kasina’s new free white paper takes a look at the major trends impacting the asset management industry and provides recommendations for asset managers to change their distribution, product, and marketing organizations in order to thrive.
This new brief looks at the possible ways the new administration may approach the rule and its implementation, the views of industry experts, and how leading firms are preparing.
What determines what is and is not a healthy distributor relationship? Our latest research provides asset managers a framework to assess their relationships with their distribution partners and take action to improve those in strategic alignment with their goals.
Our latest, two-part research series presents a framework for asset managers to hire, compensate, train, and sustain a cohesive salesforce that is able to coordinate and effectively sell multi-vehicle products.
This report analyzes the transactions and asset positions of 150,000 advisors and uses our Multi-Factor Segmentation Framework to provide more accurate insights for sales and marketing.
Our first annual Digital Engagement Leaders 2016 research is a series of reports evaluating the asset managers leading the industry in advisor engagement across the digital ecosystem.
This year's WADO is a series of reports looking at how firms can leverage segmentation and omni-channel marketing to increase advisor engagement.
Our latest robo advisor research provides practical steps distribution teams can take to capture opportunities in the digital advisory landscape.
This research looks at sales lifts from use of predictive analytics and recommends steps for asset managers to gain buy-in and adoption of predictive tools.
Our new report challenges asset managers to take a more comprehensive approach to segmentation using more robust internal and third-party data.
The DST kasina whitepaper examines how the “fiduciary rule” will affect the way asset managers do business and suggests ways they can prepare themselves for the new requiremen
Our report takes introduces the Advisor Engagement Score to measure marketing effectiveness aligned to asset managers' business goals.
Our report examines the ways asset managers can make better use website online personalization to engage and nurture advisors along the customer journey.
DST kasina looks more closely at the four largest robo-advisors in terms, and considers opportunities for the enhancement of robo-portfolios.
This DST kasina report looks at how asset managers can use their portfolio assistance services more strategically to gain competitive advantage.
Our latest distribution research proposes a new framework to structure national sales conferences to make them more impactful.
kasina's latest institutional investor websites research focuses on ways asset managers can differentiate their firm during the buyer's search process.
kasina's 16th annual ranking of the top mutual fund advisor sites includes recommendations to help asset managers use their site to better serve advisors.
kasina's annual WADO report explores the digital engagement preferences of advisors online based on their segment, as discussed in previous kasina research.
This report identifies common misconceptions about the RIA market and provides recommendations for asset managers targeting this competitive channel.
The leading firms that have enabled enterprise social collaboration among their employees are reaping business benefits. This report examines why.
This report looks at how sales organizations of asset management firms must modernize to keep pace with changing demands of client-financial advisors.
kasina applies our methodology for evaluating advisor sites to Canadian firms and ranks the top 4, highlighting their best features and strategies.
The digital marketing strategies of asset managers and insurers are more crucial than ever to advisor customer journey.
To earn and keep their business, asset managers, ETF providers and insurers must focus on the entire arc of experiences advisors have with the company’s brand, that is: the advisor customer journey.
Examining the strategic necessity of advanced business analytics for asset managers' long-term competitiveness, growth, and profitability.
This report examines why asset managers should take a deeper look at the RPM advisor programs, a segment that is growing at 28% a year.
kasina's 15th annual ranking of the top mutual fund and ETF advisor sites, including examples of best-in-class features.
Our latest report finds disconnects between sales & marketing teams at asset management firms, and lays out 45 recommendations to fix them.
kasina’s annual WADO report examines the ever-changing online habits and experiences of advisors, their digital preferences, and our recommendations.
This report will help asset managers understand the rationale, the challenges, and the path to building new wholesaler comp structures that meet firm goals.
This report examines the DC advisor market and the ways asset managers can position themselves in this market experiencing double-digit growth and growing pains.
This research provides recommendations for asset managers to embedding social media into their corporate strategy, mining social activity to gain insight into their advisors, and cultivating brand engagement with their audience.
Performance scorecards have become ubiquitous in sales organizations in the asset management industry. However, not all sales scorecards are equally effective.
The report features best practices from industry leaders that feature snapshot views of plan health, interactive analytics and data visualization to identify issues for action. The study also includes kasina’s recommendations for enhancements to help plan fiduciaries better meet their responsibilities.
The study features best practices from a number of retirement plan participant sites that show users whether they are on track to meet retirement income needs, motivate them to act to address shortfalls, and take advantage of opportunities to save more.
This study provides practical guidance for firms to move from the early and middle stages of content marketing maturity, to building brand preference through strategic use of story-telling. In addition, the study includes kasina’s Content Marketing Maturity Model, which identifies the steps firms need to take to effective generate awareness and build consideration for their brands.
This report contains detailed recommendations and best practices on the changing role of the website in digital engagement with financial advisors. In addition, we evaluate the top mutual fund and ETF websites among asset managers.
This study includes comprehensive data on advisor behavior and preferences for online research, financial planning tools, email, social engagement, and mobile access. In addition, it provides firms with recommendations for building awareness of their brands, generating consideration for their products and increasing opportunities for doing business.
This report provides a number of practical steps and recommendations for sales managers to position their internal desk for the future, including the implications on staffing, role development, and compensation.
Registered Investment Advisors represent a broad spectrum of assets under management, investment expertise, philosophies, and operational structures. This study explores how asset managers can transform the way they prospect RIAs, while avoiding cost inefficiencies and overlooked opportunities.
Recommendations and best practices for executives in e-business, marketing, sales and operations for integrating predictive analytics tools to enhance profitable outcomes of customer-facing interactions.
In this study we identify ways firms can create actionable metrics and indicators to help quantify social efforts across business segments. We also provide best practices within and outside of the industry that firms can adopt as part of a competitive social media strategy.
The risks of not using data to drive business decisions are enormous. In this study we explore how asset managers can embed data-driven business management strategies that increase customer loyalty, increase assets and enhance profitability.
This study arms distribution executives with insights on managing the many points of contact at gatekeepers, coordinating strategies with sales, and integrating with marketing and product development to provide better service.
In this study we identify the digital strategies asset managers should use to attract and service institutional investors and investment consultants online. In addition, this research ranks the Top 5 Institutional websites.
Provides executives in e-business, marketing and sales with insight into what advisors do and expect online. In addition, this new research shows how asset managers can best reach advisors on news, industry and social sites, as well as on mobile devices.
kasina identifies the elements that build awareness, consideration and loyalty with advisors online. We also offer examples from within, and outside of, the asset management industry to illustrate the future of advisor websites.
Package of reports that provides a comprehensive view of intermediary distribution, spotlights trends impacting wholesaling, shows how top firms are adapting to capitalize on new opportunities and benchmarks wholesaling and compensation across the industry.
In-depth, quantitative assessment of how asset management and insurance firms are using social media platforms and programs to strengthen relationships and drive new business opportunities with advisors.
In-depth assessment of how asset managers and insurers are using mobile technologies to provide access for wholesalers and advisors.
This study contains strategic and tactical recommendations that allow teams to efficiently channel resources toward enhancing firm profitability.
This new report examines these challenges and opportunities from both sides of the insurer-distributor dynamic. The report also details specific strategies insurers should use to improve their distributor relationships, increase sales and boost profitability.
In this paper we significantly enhanced our approach to segmentation to include a new segmentation model that quantifies advisor behaviors along with advisor demographics, book of business, communication preferences, and support needs.
This study provides best practices for prioritizing marketing goals and strategies, and examines how firms are mining data to support marketing initiatives.
Helps firms align the goals of their Sales and National Accounts teams, provide research analysts with substantive, tailored technical support, and set profitability targets for distribution relationships.
This research study details best practices and recommendations for evaluating opportunities to use hybrid wholesalers, models for hybrid integration, staffing, territory management and compensation.
Asset managers, who long enjoyed robust profits and easily-appeased clients, now face more demanding clients, envious distribution partners, and competitors who continue to raise the bar.