Boston, November 30, 2017 – Over the past two to three years, financial services organizations have focused on producing, packaging, and streamlining various forms of content to inform and engage end clients through their advisor networks. This has required firms to refocus their marketing activities, partner across functional departments, and create a collaborative process between their sales and marketing departments. Has this initiative enhanced the customer experience and supported firms’ advisor networks?
This report looks at U.S. financial advisors’ content marketing and digital communication habits as well as the initiatives of leading financial services organizations in this space, outlining the major trends and drivers for marketing strategies. It is based on a Q2 2017 Aite Group survey of 268 U.S. financial advisors as well as interviews with industry executives across different types of financial services organizations.
This 40-page Impact Report contains 24 figures and three tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions both vendors and financial services organizations. As per content marketing and sales enablement vendors, the report mentions Accent Technologies, Broadridge Financial Solutions, eMoney Advisor, FMG Suite, Hearsay Systems, Highspot, Savo Group, Seismic, Veriday, and Vestorly. As per financial institutions, the report mentions Ameriprise Financial, Bank of America Merrill Lynch, LPL Financial, MassMutual, Morgan Stanley, Northwestern Mutual, PNC Financial Services Group, Putnam Investments, Raymond James Financial, and Royal Bank of Canada.