Spring is in bloom. Your marketing can be too.

Product innovation, customer personas, and the U.S. presidential election 

Q2 2024 U.S. Investment Marketing Trends Report 

Oops! We could not locate your form.

For most in the U.S., the long slog of winter is over, and we are once again starting to bask in sunnier days and warmer weather. 

Spring is a historical time to focus on what’s new – new gains, growth, and goals. We see this in many of our current conversations with clients and as investment marketers plan and execute these new initiatives, they should have the foundational elements in place to succeed. 

This is the focus of our latest edition – proactively planning for what’s new, whether that’s coming from within your firm or externally. 

Trend 1: Product innovation is top of mind and marketing must be plugged in. 

As more clients strategically consider new funds, marketing may not have the visibility or scope of influence needed to successfully support a new product launch. 

Our first trend discusses why marketing should advocate for a seat at the table from the very beginning. 

Trend 2: New markets, regions and audiences require a focus on customer personas. 

We’re seeing more international clients evaluating how to enter or grow their share of the U.S. market. Within the U.S., clients are considering how to expand across regions and audiences. 

Our second trend focuses on customer personas, which are a vital tool for successfully expanding your reach. 

Trend 3: Presidential election season draws near. Is your marketing strategy ready? 

This year marks another U.S. presidential election, and firms will be expected to have a perspective. 

Our final trend dives into why and how to factor the presidential election into your marketing strategy.

Beacon spotlight: Spring cleaning your data 

Clean data processes and datasets help keep your dashboard and production processes organized and efficient. We offer tips on how to spring clean your data. 

Product innovation, customer personas, and the U.S. presidential election 

Q2 2024 U.S. Investment Marketing Trends Report 

Subscribe to White Marble’s newsletter

Be one of the first to read the next edition of our quarterly trends report.

Oops! We could not locate your form.