The Growth Strategy Group partnered with Synthesis Technologies and Sondhelm Partner to conduct research about the MarTech stacks of asset management companies of all sizes.

  1. Which marketing technologies make up the asset managers’ MarTech stack – CRM, Website CMS, Sales Enablement, Marketing Automation, Content Automation, etc? ​
  2. How well is the Martech stack integrated? ​
  3. Who (organizationally) drives buying decisions?
  4. What will drive changes to asset management MarTech stacks over the next 2 years?

While almost all companies participating are using a CRM, only 70% are using Marketing Automation and 12% have a CDP (Customer Data Platform).

Boutique firms suffer from lack of investment in marketing technologies!