The Problems That Agile Marketing Will—and Won't—Solve

Posted by Shantanu Ballal on Tue, Jun 04, 2019

Bryan Kreher and Rubesh Jacobs co-wrote this blog post with Shantanu Ballal.

Over the past several weeks, we’ve had many discussions with asset managers about the challenges facing their distribution organizations and ways they need to adapt. In these discussions, we talk about how organizations need to start planning around the advisor to truly differentiate their products and services, and clients often bring up the agile marketing concept—that they’ve either recently rolled out agile marketing, are about to, or are seriously considering it. Unfortunately, many of these leaders view agile marketing as a panacea to solve their lack of advisor centricity. This is a mistake.


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Saying You're 'Customer Focused' Isn't Enough. Instead, Plan Around the Customer

Posted by Pete Mehr on Mon, Mar 25, 2019

Bryan Kreher and Rubesh Jacobs co-wrote this blog post with Pete Mehr. 

As we highlighted in January, AI-augmented distribution has the power to drastically improve the distribution model, but only if organizations are willing to change. And the change we speak of needs to start with the planning process. Every organization says they put the customer at the center of their thinking. To wit, senior leaders say things like “We’re customer focused” or “Everything we do revolves around the customer.” Yet we see the following planning approach at many financial services firms:


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