Digital trends are indicating a general shift away from desktops and laptops. However, the financial services industry is still heavily dependent on traditional browsing devices like desktops and laptops. Many argue that a “mobile first approach” is not that important in our industry. Our Digital Marketing Survey has revealed just how competitive an advisor’s inbox […]Continue reading
The distribution of fund documents, such as KIIDs and fund fact sheets, has always been one of the key concerns for asset managers. With the current climate of cutting costs and optimising internal resources, there is a lot of pressure on the companies to improve their technology, processes, timelines, and even marketing materials. Is creating […]Continue reading