The way asset managers go to market and compete is fundamentally changing. We are already seeing a growing pressure on investment distribution teams to do more research, pitch solutions and products more quickly, and service clients at greater scale. Artificial intelligence tools will drive this transformation.
At the same time, our industry is consolidating and innovating new products, creating more complex relationships and putting strain on legacy organization setups and CRM-centered technology that struggle to capitalize on either. The question is, will your business miss these or will you adapt and transform?
This article ties together our ideas about AI business transformation and how investment managers should think differently about their customers. This is part one of a series that will explore these ideas in greater depth, and how they will impact asset managers’ distribution functions, and fundamentally transform client management and go to market approaches.
About the Authors
Harry Taylor
Senior Partner
Harry is a Senior Partner based in Austin, TX. Harry focuses on helping Alpha’s clients drive change in their Distribution functions through strategy, design, and organization and technology transformation. Harry has experience with customer segmentation, investor experience, sales processes and CRM applications, marketing analytics, fund disclosures and operations, cloud data architecture, and emerging data science and AI tools.
Brett Nielsen
Senior Partner
Brett leads Alpha’s Client & Digital Practice in North America. He has 12yrs+ experience and worked with 50+ global asset and wealth managers across all products and channels, spanning the full Distribution ecosystem across Sales, Marketing, Client Service, and Product teams. Brett is based in San Francisco CA.