DST kasina Study Finds Opportunities for Asset Managers to Leverage Their Existing Advisor Data to Enhance Personalized Online Engagement

Study Suggests Asset Management Firms Can Use Data and Technology to Enhance Advisors' Online Experience

Mar 17, 2016, 08:00 ET from DST kasina

NEW YORK, March 17, 2016 /PRNewswire/ -- DST kasina, LLC, a provider of data-driven insights and distribution solutions to financial companies around the world, today released a report on the challenges asset managers face in implementing online personalization for advisors.

The DST kasina study – "Increasing Advisor Engagement with Online Personalization" – found that while asset managers have rich advisor data and access to sophisticated technology, many websites still present a one-size-fits-all experience for unknown advisors.

According to the report, based on DST kasina's survey of 26 asset managers and interviews with industry executives and vendors, capturing the attention of increasingly elusive advisors is one of the most significant challenges marketers can address.

"Because advisors have more product choices than ever, asset managers have to capture prospects early in the customer journey with relevant content and personalized experiences," says Julia Binder, Head of Strategic Marketing Research for DST kasina. "And since that journey typically begins online, the website is a critical starting point for demonstrating that the manager is anticipating and responding to each advisor's needs, interests, and preferences."

Among the DST kasina study's key findings:

  • 52.4% of advisors would use asset manager sites more if content and products were recommended for them
  • 92.3% of asset manager websites have advisor data on website use, sales transactions and product use, but only 11.5% use it to make real-time content recommendations on their websites

"Survey responses showed that nearly all firms have the data and the technology they need to begin personalizing online experiences," says Binder. "We see a real opportunity for asset managers to recommend content, products, and next action steps on their sites, experiences that advisors readily have elsewhere on the web."

In addition to the study's findings, DST kasina provides best practices and recommendations to engage new visitors and nurture returning visitors with relevant and recommended content. The report includes:

  • 5 steps to implementing real-time online engagement,
  • 4 ways to engage advisors with predictive content recommendations
  • A roadmap for boosting advisor engagement online.

For more information on DST kasina's "Increasing Advisor Engagement with Online Personalization" report, contact Myra Bartalos, Head of Marketing, at mbartalos@kasina.com.

About DST kasina
DST kasina, LLC, helps leading companies in the financial services industry manage data, gain insight, and ignite change in their business. Through effective use of advanced analytics, research, and distribution intelligence technologies, DST kasina enables business to better understand, predict, and optimize key business factors impacting their asset growth and profitability. For more information on how to leverage DST kasina's strategic advisory services, visit www.kasina.com.

About DST
DST Systems, Inc. (NYSE: DST) is a leading provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. Combining unmatched industry knowledge, critical infrastructure and service excellence, DST helps companies master complexity in the world's most demanding industries to ensure they continually stay ahead of and capitalize on ever-changing customer, business and regulatory requirements. For more information, visit the DST website at www.dstsystems.com.

Media Contact:

Laura M. Parsons   DST Global Public Relations +1 816 843 9087  mediarelations@dstsystems.com

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