SS&C: Closing the Customer Knowledge Gap

August 17, 2022 | SS&C

Asset managers have access to more data today than ever before. By harnessing it, savvy firms can unlock powerful insights into their customers’ profiles, preferences and priorities. These insights, in turn, can enable firms to design more efficient and effective distribution strategies built on a solid and accurate foundation of customer knowledge.

Closing the customer knowledge gap is a top priority for asset managers, and with the wealth of data now available, it is a goal that is increasingly within reach.

How well do you know your customer? Download our whitepaper to learn more.

Recent

The Importance of Consistent Communication in Financial Advisor Relationships

August 14, 2024

Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.

Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.

August 7, 2024

The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American's proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.

The Challenge Of Finding The Right Marketing Talent For Alternative Investment Sponsors

August 2, 2024

Finding and retaining the right marketing talent in the alternative investment sector can be challenging. With Marketing Intent, your firm can access the specialized marketing expertise needed to support and enhance your capital raising efforts.

Leveraging Case Studies To Showcase Your Firm’s Success

July 31, 2024

Marketing Intent Conveying the value and expertise of your firm can be a challenge. One of the most effective ways to illustrate your firm’s capabilities and successes is through well-crafted case studies. At Marketing Intent, we’ve seen firsthand how powerful these narratives can be, especially when communicating with financial advisors about your real estate offerings. …

Most Popular

Blue Vault Performance Reports Update 10-23-2023

October 23, 2023

Blue Vault has published the following Interval Fund and Tender Offer Fund individual performance reports...

Blue Vault Q2 2023 Performance Reports Update

October 3, 2023

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…

Blue Vault Q2 2023 Performance Reports Update

September 25, 2023

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Don’t miss alts news
and educational events
Subscribe Now