The asset management industry is in the midst of rapid, overwhelming changes. From regulation to disruptive distribution forces to rapidly evolving customer expectations for experiences shaped by those they’ve had within and without our industry, it is critical that firms become more digital, data-driven and differentiated to compete in this era. Join us to better understand what your jobs will require over the next few years and to share learnings and best practices for approaching your customers as well as executive partners at your own firms.
Attendance is capped at 25 senior executives to ensure that attendees will feel comfortable discussing issues and have their most pressing questions answered in an intimate, interactive experience.
Primary Audience: Heads of e-Business and Marketing
April 17, 2017 - Tocqueville 1 E 15th St, New York, NY 10003
April 18, 2017 - Standard High Line 848 Washington Street, New York, NY, 10014
Asset managers have views on how the industry will operate in 2020. Their customers have somewhat different views on how they will operate, and interact with asset managers. DST kasina has found both synergies and gaps between each of these groups. Leading marketers need to understand what they are to win in this “new world” – a world where digital analytics will play its largest role yet.
Mike Cogburn, Managing Consultant in DST kasina’s marketing research and consulting practice, will provide insight into how marketing teams need to operate in this analytical, digital-first world – by answering how:
Co-moderated by kasina and a senior industry executive, each open-forum discussion will draw insights from a community of fellow thought-partners into the crucial issues asset management and insurance industries face and how to get ahead of them.
In an omni-channel world, the lines between traditional marketing and digital marketing are disappearing. Leading firms have become less siloed with their data, teams and general approaches to market to and service their customers. This session will be used to discuss where firms are with such changes and the steps that they’re taking to advance these approaches.
As always, our customers’ expectations are rooted in the experiences that they receive outside of our industry, and they are always changing. We will discuss what asset managers need to focus on, what types of data can help get them there, and how to bring the most advanced customer experiences to life.
Industry knowledge is not as coveted for recruiting as it once was. Rather, digital experience and fresh ideas are more valuable for firms building out more digitally-focused teams. We will provide updates on the types of roles that are important, who is successful in coming into these roles, and the impacts they bring to marketing organizations.
To register, contact Khushboo Koutu at email@example.com
2017 Digital Summit
Cost: $1,750 (early bird discount)