Today’s investors are increasingly looking for a personalised, clientfocused experience. And - to achieve that - marketing, sales, and customer service teams must collaborate to provide it. Tapping into this trend can be very productive, as by listening to your investors and giving them what they need, you will improve your client acquisition and retention rates and, as a result, boost assets under management. And – as a marketer – it’s up to you to lead the way. To help you along this white paper suggest four ways that you can introduce investor-centric marketing into your business – and make it a success.
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