Fund Marketing Survey Report
This fund marketing survey report explores the advent of generative AI in fund marketing, offering insights from 80 industry professionals from diverse asset management firms across geographies. Learn how AI is transforming fund marketing strategies, customer engagement, and operational efficiency.
Fund Marketing Survey Report
This fund marketing survey report explores the advent of generative AI in fund marketing, offering insights from 80 industry professionals from diverse asset management firms across geographies. Learn how AI is transforming fund marketing strategies, customer engagement, and operational efficiency.
Professionals Insights
of professionals share valuable insights from asset and wealth management firms.
AI-Driven Efficiency
of asset management firms leverage generative AI to drive efficiency.
AI Adoption
71%of respondents are highly familiar with AI tools and technologies.
Personalized Marketing
56%of firms are adopting AI to create personalized marketing strategies.
Marketing Efficiency
46%improvement in efficiency through generative AI in marketing and operations.
Professionals Insights
80%
of professionals share valuable insights from asset and wealth management firms.
AI-Driven Efficiency
39%
of asset management firms leverage generative AI to drive efficiency.
AI Adoption
71%
of respondents are highly familiar with AI tools and technologies.
Personalized Marketing
56%
of firms are adopting AI to create personalized marketing strategies.
Marketing Efficiency
46%
of firms integrate ESG data across financial models to drive more effective investment strategies.
Top Insights from Our Fund Marketing Report
AI for Personalization
59% of respondents believe AI significantly enhances personalized marketing strategies.
Predictive Analytics
40% of participants identified predictive analytics as a key AI application.
Customer Engagement Revolution
53% of respondents agree that generative AI enhances client engagement through tailored campaigns.
Operational Efficiency
46% of professionals saw improved workflows as AI cuts repetitive tasks and boosts efficiency.
Key Highlights of Our Fund Marketing Survey Report
Our latest fund marketing report explores how generative AI is transforming fund marketing, revolutionizing traditional practices, and empowering fund managers to optimize strategies and operations more effectively.
Generative AI revolutionizes traditional marketing with AI-driven algorithms for smarter decision-making.
Tailored marketing strategies enhance investor relationships and significantly boost client engagement.
Generative AI streamlines operations, optimizes decisions, and improves overall marketing effectiveness.
AI-driven insights enable more targeted, effective, and personalized marketing campaigns.
Who Is this Fund Marketing Survey Report For?
This fund marketing survey report on Gen AI offers actionable insights and future-focused strategies for industry leaders navigating AI-driven marketing.
Fund Managers
To explore innovative AI-driven marketing strategies for better client targeting.
Marketing Professionals
Gain insights into using AI for personalized campaigns and predictive analytics.
Asset Managers
Understand how generative AI enhances portfolio management and operational efficiency.
Wealth Managers
Learn how AI improves customer segmentation and engagement to meet client expectations.
Top Insights from Our Fund Marketing Report
AI for Personalization
59% of respondents believe AI significantly enhances personalized marketing strategies.
Predictive Analytics
40% of participants identified predictive analytics as a key AI application.
Customer Engagement Revolution
53% of respondents agree that generative AI enhances client engagement through tailored campaigns.
Operational Efficiency
46% of professionals saw improved workflows as AI cuts repetitive tasks and boosts efficiency.
Key Highlights of Our Fund Marketing Survey Report
Our latest fund marketing report explores how generative AI is transforming fund marketing, revolutionizing traditional practices, and empowering fund managers to optimize strategies and operations more effectively.
Generative AI revolutionizes traditional marketing with AI-driven algorithms for smarter decision-making.
Tailored marketing strategies enhance investor relationships and significantly boost client engagement.
Generative AI streamlines operations, optimizes decisions, and improves overall marketing effectiveness.
AI-driven insights enable more targeted, effective, and personalized marketing campaigns.
Who Is this Fund Marketing Survey Report For?
This fund marketing survey report on Gen AI offers actionable insights and future-focused strategies for industry leaders navigating AI-driven marketing.
Fund Managers
To explore innovative AI-driven marketing strategies for better client targeting.
Marketing Professionals
Gain insights into using AI for personalized campaigns and predictive analytics.
Asset Managers
Understand how generative AI enhances portfolio management and operational efficiency.
Wealth Managers
Learn how AI improves customer segmentation and engagement to meet client expectations.
About Us
SG Analytics, with its decade-long expertise in handling fund marketing products, helps in enhancing the effectiveness of fund marketing and boosts client reach. Through its deep understanding of global fund marketing ecosystem, SG Analytics helps fund managers create tailored marketing strategies and optimize product’s value propositions effectively.
By utilizing advanced tools and industry expertise, SG Analytics enables funds to revamp existing products to boost their appeal, reach the right audience and drive successful fundraising campaigns. Our data-centric approach ensures measurable impact and sustainable growth in a competitive market.
About Us
SG Analytics, with its decade-long expertise in handling fund marketing products, helps in enhancing the effectiveness of fund marketing and boosts client reach. Through its deep understanding of global fund marketing ecosystem, SG Analytics helps fund managers create tailored marketing strategies and optimize product’s value propositions effectively.
By utilizing advanced tools and industry expertise, SG Analytics enables funds to revamp existing products to boost their appeal, reach the right audience and drive successful fundraising campaigns. Our data-centric approach ensures measurable impact and sustainable growth in a competitive market.
Ready to Transform Your Fund Marketing?
Discover how generative AI is transforming fund management and driving growth. Download our report to explore innovative marketing strategies that deliver real results.
Discover how generative AI is transforming fund management and driving growth. Download our report to explore innovative marketing strategies that deliver real results.
Meet our team of professionals in Fund Marketing and Fund Support services, offering deep expertise to enhance fund operations, drive investor engagement, and optimize marketing strategies for sustained growth.
Meet our team of professionals in Fund Marketing and Fund Support services, offering deep expertise to enhance fund operations, drive investor engagement, and optimize marketing strategies for sustained growth.
