To effectively market your brand, services and products, you need to fully understand who your customers are and how they behave. Understanding their fears, behaviours, their motivations and what information they consume. A deep understanding of the wealth management market is the key to making sure your message is being delivered to the right people at the right time.

This resources section is a collection of industry research reports, blogs, articles and best-practice guides that we think will help you gain a better understanding of the challenges, opportunities and ever changing trends of the asset management and financial services markets.

Please feel free to share, tweet, or contact us about these resources.

Author: joekiddle

| Monday, Sep 18 2017

5 Key Findings From Investment Week’s Inducement Study

Once upon a time, corporate hospitality roamed free over the UK’s financial services landscape. But over the last decade, that’s all changed, with MiFID, The UK Bribery Act and the Retail Distribution Review all placing heavier restrictions on the entertainments that adviser firms are allowed to accept. With MiFID II – the most restrictive regulation […]

| Wednesday, Aug 09 2017

Proving ROI on content marketing in asset management

WORDS BY TOM WRIGHT, DIRECTOR OF CONTENT & PERFORMANCE MARKETING SERVICES, INCISIVE MEDIA Coming as I do from the tech sector, I’ve had to get used to a new set of financial acronyms, some of them confusing: IT has changed from Information Technology to Investment Trust, CIO has ceased to mean Chief Information Officer – […]

| Monday, Aug 07 2017

The key to using infographics to tell a story

BY DAN PARKER, CREATIVE DIRECTOR, INCISIVE WORKS A few month’s ago, Robin Richards from Ripetungi came in to talk to us about infographics, and unexpectedly introduced us to the works of Florence Nightingale, Joseph Priestly and William Playfair. Florence Nightingale we are all familiar with as the heroic nurse of the Crimean War, whose actions […]

| Monday, Jul 31 2017

Five things we learned at the Investment Marketing & Innovation Conference 2017

Working together for empowerment was one of the key themes that came through at Investment Week’s Marketing & Innovation Conference in London last month. Marketers from across the investment industry gathered in London’s Brewery for the conference which featured presentations from several experts including Jonathan Burston of Starcount, Pauline Bush of Hermes Investment Management and […]

| Monday, Jul 03 2017

‘Smarketing’: strategies for sales and marketing alignment

By Nick Laurance, Content Strategist, Incisive Media The marketing and sales misalignment debate is well trodden. It suggests that marketers fail to link advertising dollars spent to actual sales made, so Sales can’t see the value of marketing efforts. And, because the groups are poorly coordinated, Marketing’s new product announcements often came at a time […]

| Wednesday, May 10 2017

How to build sales intelligence into your content strategy

About the report According to the 2017 Content Marketing Institute report half of B2B marketers say their content marketing strategies aren’t delivering, and only 37% have documented their strategies. What, then, has caused this disconnect between the marketing strategy of an organisation and their business goals? Download this report to learn: The differences between thought […]

| Thursday, May 04 2017

4 things we learned at Investment Week’s Investment Marketing Conference 2017

WORDS BY HARDEEP TAWAKLEY, ‎CONTENT STRATEGIST; WRITER; EDITOR; MARKETS & FINANCE Content’ is the buzzword driving many marketing strategies today and yet the asset management sector remains behind the curve when it comes to creating the ‘right’ types of content, and distributing it in a way that allows them to generate true brand engagement, or […]