How do you get the attention of field consultants? What information and insights do they most value? How do you shift the relationship from gate keeper to advocate to support retention and cross-sales?
How do you get the attention of field consultants? What information and insights do they most value? How do you shift the relationship from gate keeper to advocate to support retention and cross-sales?
How can managers differentiate their offerings and avoid falling into the greenwashing trap? And with sub-factors such as net zero and D&I gaining importance in their own right, how will these moving targets shape the portfolios of the future?
How can managers more effectively utilize data on asset owner demographics, consultant usage, persona types, and expected hiring to narrow the sales funnel and tailor marketing materials? How can CRM be used to empower sales professionals rather...
What are best-in-class approaches to maximize brand impact and communicate differentiation? How can managers use their strong brand image to solidify opportunities? What insights were learned regarding brand image during the pandemic and what...
A state of the market update covering investor preferences & imperatives, as well as how asset managers can differentiate their value proposition.
Mobile apps have moved beyond the realm of retail investors into professional financial services.
The Greenwich Market Pulse highlights challenges facing the near-record number of banks engaged in process and systems integration—especially at a time when small businesses and midsize companies are already expressing frustration with the quality...
In a year of accelerating inflation, mounting concerns about market volatility and ongoing, pandemic-related disruptions to due diligence and other core business practices, asset owners in Asia continue to work more often with large, established...
Electronic trading growth over the past decade has been relentless, and 2021 was no exception.
The ability to create an integrated platform by weaving together the disparate threads across the human element, data streams and technology helps alleviate many of the current research pain points. Research management solutions (RMSs) attempt to...
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