Learn how this asset manager improved client engagement and fund marketing by:
- Utilizing WebVision client portal to automate communication and engage clients, advisors, consultants and distributors with targeted documents, educational materials and videos.
- Building and leveraging their firm's reputation by incorporating powerful branding elements, providing detailed information on their portfolio managers and products' strengths, and engaging clients and prospects with thoughtful content.
- Seamlessly posting daily, MTD, YTD and ITD fund returns for website visitors.
- Using WebVisions built in reporting to gain insight into which of their funds, articles and other pieces of content attract the most interest.