Asset Manager Marketing 2021

In Asset Manager Marketing 2021, Anne-Marie McConnon, Global Chief Marketing Officer Investment Management and Wealth Management at BNY Mellon, Jaya Kumar, Global Chief Marketing Officer at Capital Group/American Funds and Chuck Burke,

Managing Director and Head of Global Marketing at Morgan Stanley Investment Management, share thoughts on how digitisation of client experience will continue to accelerate in a post-pandemic environment.

In-person events aren’t coming back any time soon. Marketing budgets have pivoted from in-person activities and expanded into new, innovative areas. These CMOs have accelerated investment in marketing technologies to improve client experience and enable their sales teams. Information now needs to be delivered to clients faster and the virtual environment allows this to be delivered much more efficiently. The cost of personalisation in how information is delivered compared to the value it generates is one of the biggest lessons learned. As the in-person model diminishes, asset managers’ sales teams now require the insights on their clients that digital tools can provide.