In recent years, Asset Managers have made operational efficiencies their highest priority. More recently, this sector has identified Customer Experience (CX) as a close second priority. In order to deliver the desired CX, data quality and a unified profile in real time over any channel are required. CDPs provide the functionality needed for the desired CX and also contribute to operational efficiencies by eliminating data, people and technology silos. CDPs orchestrate journeys rather than execute campaigns. The CDP Institute, The SME Forum (Company) – Sales and Marketing Enablement Forum and Marianne Hewitt collaborated on the first industry study of Asset Managers of all sizes to determine their level of understanding of Customer Data Platforms (CDPs) and their plans, if any, to implement CDPs. The survey and other studies indicate that marketing is evolving in Asset Management firms and is on a journey to become data driven. Distribution is also utilizing data more to strengthen their sales process during the buyer’s journey. Asset Managers lag behind the broader cross-industry population in current CDP deployments but are ahead of the curve when it comes to CDP deployments on a percentage basis in the next 12-24 months. Find out more in the report.
Read more →Hewitt collaborates with Synthesis Technology and Sondhelm Partners to learn what is driving changes in the MarTech stack of Asset Managers. [pdf-embedder url=”//https://thegrowthstrategygroup.com/wp-content/uploads/2022/10/2021-Asset-Manager-Martech-Stack-Research-Results-FINAL.pdf
Read more →Hewitt collaborates with the CDP Institute to survey vendor members to determine the strength of their privacy offerings.
Read more →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. Which marketing technologies make up the asset managers’ MarTech stack – CRM, Website CMS, Sales Enablement, Marketing Automation, Content Automation, etc? How well is the Martech stack integrated? Who (organizationally) drives buying decisions? 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!
Read more →We are uniquely positioned in the post-COVID Digital First environment to finally transform the working partnership between marketing and sales. #BeyondAlignment is the next step in the evolving relationship between marketing and sales. Technology is driving that evolution. People and process are not keeping pace. Listen / watch for the secret sauce!
Read more →Thrilled to be back on @BrightTALK at its Streamlining Marketing and Sales Summit! After over a decade of trying to find our way to optimize the revenue generation machine between marketing and sales, we have a solid path forward. Tune in to hear how “just the same – only different” crystalizes the roles and refines the interactions between marketing and sales during the middle of the funnel buying cycle.
Read more →In a digital first world, marketers must stay relevant and responsive. The future marketer, “The Hybrid Marketer” , is an omni channel symphony conductor understanding and knowing how to orchestrate channel interactions for acquiring and retaining customers. During this podcast, Terry McDougall and I discuss the art and science of marketing and how the Hybrid Marketer knows how to blend that art and science. We discuss briefly the CMO of the Future and the symbiotic relationship between marketing and sales. Enjoy the podcast.
Read more →Our virtual event “Career Moms Working From Home: Surviving and Thriving” on July 29, 2020 was a great success. Feedback from attendees was positive and affirmed that many of us are experiencing the same challenges and emotions as we learn to work remotely with our partners who are working remotely with us while we care for our children and keep our lives going! The discussion from our panelists, Laura Beres – Ulta Beauty, Katie Fisher – JLL, Sheryl Markov – Northern Trust, a group of accomplished marketers and strategists who also happen to be working moms, hit the nerves of attendees. Some takeaways: Employers have been very aggressive in reshaping our work environments to keep business on track and at the same time understand the challenges we are facing personally and make accommodations. Be kind to yourself and others. We’re all doing the best we can under the circumstances! Adapt to the current environment . . . and then keep adapting because the environment will continue to evolve Watch the replay of the webcast!
Read more →Thrilled to be a webcaster on @BrightTALK’s B2B Marketing Summit! With organization changes, creation of agile teams, adopting a “marketing” agile approach to work and implementing collaboration technology integrated with your MarTech stack: 1. Enhanced CX 2. Improved financial measures 3. Marketers learning and growing to omnichannel savvy program designers and implementers
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