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Sunday, December 3, 2023

Asset Management Digital Marketing: Best Practices for Reaching and Engaging Investors Online

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Management of assets is a challenging task for corporations and large-scale investors. To maximise their asset returns, companies and investors depend on asset managers. These managers have vast experience in amplifying the returns of different asset classes. Did you know the global asset management industry was worth more than USD 300 billion at the end of 2022?

As the number of investors increases, the demand for skilled asset managers will also increase. Usually, asset managers depend on digital marketing practices to engage investors and find clients. Read on to understand the best practices for asset management digital marketing in 2023.

Understanding the role of digital marketing in asset management

Asset managers are skilled individuals knowing everything about amplifying investment returns. Besides individual asset managers, you can also find asset management firms in the industry. They have HNIs, institutional investors, and organisations as clients. The main aim of these asset managers is to maximise the returns of assets under consideration. They also help clients achieve their investment goals while considering their risk tolerance levels, portfolio objectives, and individual needs. They manage bonds, stocks, derivatives, real estate, and other financial instruments on behalf of their clients. Risk assessment, portfolio management, investment planning, research, market monitoring, and compliance are a few responsibilities of asset managers.

Even though the main responsibilities of asset managers are inclined towards amplifying asset value, they also indulge in digital marketing. Without digital marketing practices, asset managers cannot find potential clients. To make themselves discoverable in the industry, they need to follow effective digital marketing strategies. Besides finding potential clients, asset managers also build professional relationships with other investors.

Digital marketing practices can also help asset managers connect with researchers, market experts, analysts, industry leaders, HNIs, and other professionals. Asset management digital marketing can include emails, website creation, client referrals, and other aspects. You might have heard the phrase – what is seen is sold. The same applies to asset managers looking for clients in this competitive era.  

Best practices for asset managers to reach and engage with investors online

Every asset manager wants to attract UHNIs, HNIs, institutional investors, and corporations as clients. However, only a few asset managers succeed in building professional relations with investors and attracting clients. It happens because asset managers do not follow the right digital marketing strategies. In this era of technology, asset managers can use digital channels to engage with investors. Here are the best practices for asset managers to reach and engage with investors online:

Focus on leveraging the power of social media

Asset managers should build a strong social media presence to connect with investors. Often, investors tend to analyse the social media profiles of potential asset managers. Having a strong social media presence can help you create a better first impression on investors. Asset managers can choose professionals social media sites like LinkedIn and Twitter to build relations. Other social media sites like YouTube, Facebook, and Instagram can also help connect with investors.

Create content to attract investors

Asset managers must create personalised content to engage with investors. They can try different content types such as videos, blogs, podcasts, infographics, whitepapers, and newsletters. Asset managers can upload content on social media pages, websites, and other digital platforms. They can also share them directly with investors via instant messaging platforms. Besides informing investors about basic asset management services, personalised content will also engage them. Quality content will also help asset managers to retain existing clients.

Optimise all digital touchpoints to lead to a single place

The best digital market strategy for asset managers is to optimise all the digital touchpoints. Also, the touchpoints should lead investors and potential clients to one place, preferably a website. Once investors visit your website, you don’t want them to leave without taking action. As an asset manager, you must focus on converting website visitors into permanent clients. Did you know that the average conversion rate for a website is around 2.35%? You must invite traffic to your asset management website to find potential clients.

Prefer SEO strategies

Asset management digital marketing can be a success when your website is discoverable. To increase the ranking of your website on search engines, you must focus on SEO (Search Engine Optimisation) practices. You can use effective on-page and off-page optimisation tricks to enhance your website’s discoverability.

Do not ignore analytics

You must keep track of visitors on your social media pages, websites, and other digital platforms. With the help of social media and website analytics, asset managers can identify metrics like total visits, unique visitors, conversion rate, and keyword rankings.

In a nutshell

Asset management digital marketing practices are mandatory in today’s technological era. With proven digital marketing practices, asset managers can make themselves discoverable. Besides searching for new investors, digital marketing strategies will help retain existing clients. Implement effective digital marketing practices to engage with investors now!

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