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For B2C Marketing Professionals

Investment Companies All Talk Alike

Investment Companies Fail To Produce Content That Gives Customers Reason To Believe Them

March 8, 2018

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Why Read This Report

Investment firms are fighting for an estimated $30 trillion in new assets under management for individuals between 2015 and 2020. And new digital investment firms (so-called robo-advisors) join the cutthroat struggle for those dollars. You'd think that marketers promoting these firms were pulling out all the stops to demonstrate their client obsession; you'd be wrong. We undertook an audit of investment companies' content, which reflects little customer obsession and gives investors little reason to trust or differentiate any one company.

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Table of Contents

  • Customers With $30 Trillion More In Assets Will Invest Based On Trust
  • Customer-Obsessed Content Establishes Reputation And Differentiation
  • Customer-Obsessed Content Audit Methodology For Investment Firms
  • Content Pioneers Show What Can Be Done In The Investment Space
  • Recommendations

  • Increase Your Customer-Obsession Quotient
  • How We Can Help

  • Identify Your Customer-Obsessed Content Strengths And Weaknesses
  • Supplemental Material
  • Related Research Documents

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