For years asset managers have discussed the need to transition to a “next-generation” distribution model to offset industry-wide margin declines. Many have been slow to adopt more advanced data, analytics, and technology capabilities, but the pandemic was a forcing event as relationships went virtual. The question has now become “where must market leaders elevate their distribution enablement or risk lagging behind?”

This Report

Access our report for these insights and more:

• Less than 50% of asset managers rate their Customer Experience as “Great,” with the Intermediary Channel poses the greatest CX challenge
   
• On average, most advisors today work with 7 asset managers. 28% expect to increase that number in the next 2 years
   
• 90% of firms believe Tools and Technology and Data and Measurement are critical to distribution enablement success, but…