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| | The Blueprints for the Perfect Asset Manager Website Can Now Be Yours | If you're involved in the financial services industry in any way, you know that increasing numbers of clients are turning to search engines, fund company websites and mobile apps to help them make investing decisions.
Fewer customers are making contact with actual human employees and a growing percentage of investors never talk to any employee at a financial firm.
In this evolving world, it's critical that your digital presence is keeping up with the leaders in financial services websites.
But how do you know who's doing it best?
You could invest thousands of dollars and hundreds of hours in doing your own research, but you'd probably miss out on where the real innovation is happening, or draw the wrong conclusions from widespread practices that just don't work.
OR…you could get an up-to-date analysis of dozens of top institutional and retail wealth managers' digital presences, including best practices, critical features, and recommendations for how to improve your site, app and complete digital presence: | | The Fund and Asset Manager Digital Presence Research Collection | | The acknowledged leaders in the field of wealth management research, MyPrivateBanking, have for the first time bundled their most important research on the digital presences of institutional and retail fund managers into a single collection.
With one simple step, you can acquire the most comprehensive look at how your competition is attracting, educating, converting and retaining clients through digital means.
Only The Fund and Asset Manager Digital Presence Research Collection gives you an in-depth look at how the best-known financial services firms in the world are grappling with the most important aspects of the online experience for their investors:
It's like a glimpse into the future, where you'll benefit from:
Navigation and Structure: You'll learn what features are "must-haves" on your website, how to create an effective experience for new users and prospects, how and where to present information like search, menu navigation, corporate information, contact details, search and much more.
| | | Content: You'll discover how best to position your corporate information, why you should improve investor education efforts, the importance of blogs and market commentary, how to integrate audio and video, and most critically, the best ways to present information on individual funds.
Integration, Interactivity and Social Media: You'll see how your peers are creating truly valuable and "sticky" websites through techniques like dynamic charts and tools, personalized fund information, helpful communication features, interactivity, newsletters, and much more.
Mobile Websites: You'll see how the leading firms are using mobile websites and apps to connect with their customers more effectively and efficiently.
Even if your organization isn't directly involved in wealth management, it can benefit from access to this valuable intelligence about how to build relationships with financial clients.
And if you are a wealth manager, the simple fact is… | | No One Else Has Pulled Together So Much Intelligence on Digital Presences for Wealth Managers | You'll find this research collection is superior to any other research for these reasons:
- Depth of research—each element of the The Fund and Asset Manager Digital Presence Research Collection has scores of insights, revelations and facts that add up to literally hundreds of ways for you to improve the effectiveness of your online assets.
- Global scope—the researchers behind the report examined dozens of money managers' sites before focusing in on the 20 featured in the institutional report and the 15 in the retail report. All the managers featured in each report are among the top 30 in global assets under management.
- Expert analysis—the authors of these materials have decades of experience in the financial services industry and have spent hundreds of hours researching these companies' digital presences so you'll never have to.
- Honest evaluation—the authors not only praise the companies that are leading the way with superior digital services and features, they point out companies that are falling far short of acceptable standards.
- Tremendous value–order today and you save nearly 60% off ordering each component of the The Fund and Asset Manager Digital Presence Research Collection separately
Here's what you get when you choose The Fund and Asset Manager Digital Presence Research Collection: | | 1. Websites for Fund and Asset Managers for Retail Clients | The Fund and Asset Manager Digital Presence Research Collection delves into 15 of the largest retail fund managers in the world to see how their websites and mobile presences serve both prospects and customers.
In 133 pages of fascinating detail, the report lays out the rigorous methodology of examining and grading each company. Two completely independent analysts measured each company on 60 separate website criteria (and nearly a dozen mobile criteria), to produce the most comprehensive look at website quality and effectiveness available. Containing scores of insights big and small, it's THE resource you must have if you want to understand how to make your digital presence the best it can be.
Just a small sample of this report's discoveries include:
- Why TIAA-CREF earns the highest marks for its website, while BNY Mellon brings up the rear
- The smart strategies that allow Franklin Templeton and PIMCO to share top honors for best mobile sites
- 6 important recommendations that will help you build a powerful and coherent web presence
- The rising importance of social media to investors and how it can be used to increase engagement and reinforce the company's brand
- 8 important trends that are driving the increased importance of websites and mobile technologies for asset managers
- The shockingly-poor state of many top companies' mobile strategies and how they can be fixed quickly
- The top 15 best practices that every fund company should incorporate
- Detailed profiles of the positives and negatives of all 15 top fund companies' digital presences, including notable innovations, areas of weakness and best practices
- Dozens of valuable observations and recommendations to improve your website
This report on its own is worth the price of the entire package, but you get so much more when you acquire the The Fund and Asset Manager Digital Presence Research Collection. | | 2. DATA APPENDIX: Websites for Fund and Asset Managers for Retail Clients | An easily-viewable and –searchable spreadsheet of all the vital facts on the 15 fund companies put under the microscope in the above report. Now you can conveniently compare features and methods of all the top companies' websites and mobile sites, including:
- Heatmap of all 15 companies across major disciplines and important subcategories
- Complete explanation of all criteria and measurements used
- User experience, navigation and website structure
- Content
- Interactivity, integration and social media
- Mobile website
- Best practices
| | 3. REPORT: Fund Managers' Digital Presences for Institutional and Advisors | Asset managers that cater to institutions and financial advisers have their own set of challenges. They not only face many of the same competitive, regulatory and performance challenges of retail asset managers, they also have sophisticated institutional investors and demanding financial adviser clients that must be satisfied.
As this report shows, their ability to service these groups through their websites and mobile capabilities is often severely underdeveloped. Websites are often confusing and lack the kind of training for advisors or tailored advice and tools for institutions. Mobile and social assets are often surprisingly rudimentary.
Inside this report, you'll learn:
- Why Invesco earns the highest marks for its website, while Deutsche Asset & Wealth Management has the most room for improvement
- The 6 megatrends reshaping the asset management industry before our eyes
- The importance of coordinated and seamless digital communication strategies—and how to achieve them
- Case studies of state-of-the-art fund profiles and research tools that can be found on websites today
- 6 elements of a successful digital strategy for every institutional asset manager
- Detailed profiles of the positives and negatives of all 20 top fund companies' digital presences, including notable innovations, areas of weakness and best practices
- Dozens of valuable observations and recommendations to improve your website
While many digital financial experiences substandard today, this report provides a roadmap to improvement on every page. | | 4. DATA APPENDIX: Fund Managers' Digital Presences for Institutions and Advisors | An easily-viewable and –searchable spreadsheet of all the vital facts on the 20 fund companies put under the microscope in the above report. Now you can conveniently compare features and methods of all the top companies' websites and mobile sites, including:
- Heatmap of all 20 companies across major disciplines and important subcategories
- Complete explanation of all criteria and measurements used
- User experience, navigation and website structure
- Content
- Interactivity, integration and social media
- Best practices
As valuable as all this data and analysis is, perhaps the most outstanding feature of The Fund and Asset Manager Digital Presence Research Collection is this: | | You Can Save Over 60% Off the Price of Buying Each Element Separately | If purchased individually, the elements of The Fund and Asset Manager Digital Presence Research Collection would cost $6,450:
| | | Fund Managers' Websites for Retail Clients - (133 pages PLUS data appendix): $3,200 | | | | | Fund Managers' Digital Presences for Institutions and Advisors - (128 pages PLUS data appendix): $3,250
| | | But through this special offer, you pay less than half that amount—just $2,550 for this valuable research.
You can gain access to exponentially raise your understanding of fund and asset managers with this collection. Get it now by clicking the button below.
| | | |  | | Copyright © 2017 Business Insider, Inc. All rights reserved. | | |
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