Predictions for asset management marketing: 1 to 5
28 November 2023
As we peer into the future, it’s evident that a technological revolution will shape how people engage with asset managers, make investment decisions and interact with the financial landscape.
Here’s a speculative glimpse into what the future might hold with our first five predictions.
1. Advanced AI and data analytics
AI will play an even more central role in asset management, powering sophisticated algorithms for portfolio management, risk assessment and investment strategies. AI-driven predictive analytics will enable asset managers to anticipate market trends and investor behaviour with greater accuracy.
2. Hyper-personalisation
Personalisation will reach new heights, with AI-driven platforms offering tailored investment solutions based on not just financial data but also personal preferences, life events and values. Investors will experience truly customized portfolios aligned with their life journeys.
3. Seamless digital interactions
Engaging with asset managers will be a seamless digital experience. AI-powered chatbots and virtual assistants will provide instant, intelligent responses to investor queries, while video conferencing and virtual reality will offer face-to-face consultations regardless of physical location.
4. Websites as knowledge hubs
Websites will remain essential, but their purpose will evolve. Asset managers’ websites will serve as comprehensive knowledge hubs, offering educational content, real-time market insights and interactive tools for investors to explore investment options and track performance.
5. Social Media Influence
Social media’s role in asset management will expand. While fund buying decisions may not solely be made through social media, these platforms will play a critical role in disseminating information, fostering discussions and building communities of like-minded investors.
Connect with one of our experts
If you'd like to discuss how we can help develop and manage your brand and digital experience in the future, please contact Duncan Shaw in New York, Greg Hobden in London or Gigi Yung in Hong Kong.
