Asset managers and analytics: a match made in heaven

Asset managers and investment firms are increasingly recognising the importance of analytical tools and benchmarking services in order…

20 May 2 mins

Launching a lead generation pilot – part 3 – business processes

So you've generated a bunch of leads for your sales team to speak to. Job done, right? Not…

04 May 2 mins

Launching a lead generation pilot – part 2 – technology and data

You've got a clear view of the journey your prospects will move through during your campaign - but…

04 May 4 mins

Do asset managers have a role to play on TikTok?

On a singular TikTok post, Fidelity have racked up 11.5 million views. Yes, you read correctly. You may…

29 April 3 mins

Beacon – what is your data telling you?

Our benchmarking platform Beacon allows firms to compare their marketing performance across website metrics, content marketing, social media…

28 April 2 mins

Launching a lead generation pilot – part 1 – journey mapping

Lead generation is powerful. What better way to demonstrate the value of your marketing efforts than by generating…

06 April 5 mins

Why is your social media team under-resourced?

Social media. Everyone knows what it is. We all use it. All of the time. Despite this, there…

04 March 3 mins

The true value of segmentation

Getting better engagement from their clients is a major challenge for many asset and wealth managers. The answer…

25 February 4 mins

Beacon is here: know what good looks like

We're delighted to announce the arrival of Beacon, our White Marble benchmarking service. Previously known as Metrologis (in…

19 November 2 mins

‘StockTok’: A dream or a nightmare?

TikTok, is just for silly dances…right? Wrong and I'll tell you why.    Back in March 2021 I introduced…

10 September 3 mins