This report includes the results of participating Benchmarking firms’ marketing practices.

Today’s marketers are working to transform their communication strategies to make better use of marketing channels (e.g. web, email, social media, apps) to meet the changing communication preferences of advisors, consultants, investors and shareholders. They are focusing efforts on content marketing, lead generation, personalization, segmentation, analytics, marketing automation and alignment with sales strategies and activities. All with the goal of driving asset growth.

Log In to save this insight and easily revisit it later

Membership is Required to Access This Insight

Full access to all insights and their associated resources is reserved for Cutter members, with partial access granted for select content.

Member Login

Log in for full access.

Forgot Password

Don’t have a login and your firm is a Cutter Research member? Create an account for full access.

Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.

Additional insights on
Distribution
Dec 18, 2024 Client Presentation Tool Implementation Case Study See how Cutter helped an investment advisor conduct a vendor search and selection and then complete the implementation for a system to streamline marketing and client presentation workflows. Jul 15, 2024 Elevating Client Communications: Proven Strategies for Commentary Excellence Article What are best practices for client reporting commentary? And how do you optimize the timing of the commentary and figure out whos best suited to do the writing at your firm?
Log in to update your preferences and see more content like this.