It’s that time of year again and we’re getting ready to present to you our findings from our annual research piece. This year we quizzed 315 UK advisers, 215 US advisors and 107 French advisers to find out how they engage with communications from investment firms.

We ask about the emails they get, the technology they use, what they like and what they don’t like, and find out the best ways to engage with them through email, social, events and video.

Mobile maturity
We found some key trends in email and mobile usage, and it’s fair to say that we’re seeing email usage maturing and mobile growth slowing. The volumes of email are holding steady – but the recipients are getting more sophisticated in how they require their communications. With 72% picking up emails on mobile devices you need to factor this into your strategy.

Killer content
We asked the advisers about the type of content they get in emails… and more importantly, about the type of content they actually want, and how they want to receive it. Client servicing is becoming more and more important and we look at some of these key issues and the opportunities afforded by automating distribution of fund documents.

Eager for events
It’s clear that advisers like events – and providers like them too, they provide a great opportunity to spend quality time with clients. Our research breaks down what your clients want at an event and how they want to go about registering for them.

Social media softball
Like mobile, social is maturing. Which makes sense, as growth in mobile use was one of the big drivers for growth in access to social media.

Advisers’ use of social media is maturing, and certain platforms have become the standard for certain purposes. LinkedIn and Facebook are popular for self-promotion and networking, but Twitter is struggling to find a benefit for advisers.

The value of video
Video has been a popular marketing medium for a number of years now, at least among providers. However, we wanted to know how the advisers themselves felt, and it’s clear that although it can be a useful tool for engaging with people, it has some hurdles to clear
The number of people who actually engage with video is pretty low, with less than half watching it. Live video poses even more challenges, with just over a third watching.

In the research we take a deeper look into how to take advantage of these trends and identify where the opportunities for product providers lie. We’re really looking forward to sharing it with you and will be in touch soon, but in the meantime if you have any questions or want to find out more, please get in touch at