Being at the Leading Edge of Advisors’ Minds

Credo’s monthly marketing bulletins are 4-page executive briefs. Each bulletin is a tight synthesis of information along with insights about what the subject means to your business. Credo relies on a combination of qualitative research, quantitative research and desk research to produce these briefs and each is designed to focus the executive’s attention on an important marketing matter.

Technology is increasingly being used by asset managers to extend their relationships with advisors and end consumers. In this bulletin, Credo examines some of the technological innovations that companies are using with advisors to facilitate service and support. Credo’s research has shown that companies need to be judicious with their technology initiatives because additional initiatives, however innovative and interesting, won’t result in value creation if they are ill-timed.