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The Asset Manager's Guide to using Web 2.0

In this discussion kasina, the world’s leading consultancy to the asset management industry, discusses the opportunities to implement low-cost, interactive Web 2.0 technologies to bolster the bottom line. Web 2.0 technologies offer a rare combination of low-cost implementation, easy management, and improved knowledge sharing. Attend this 45 minute session to learn more.
Recorded Mar 17 2009 35 mins
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Presented by
Anurag Heda
Presentation preview: The Asset Manager's Guide to using Web 2.0

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  • Channel profile
  • Predictive Analytics: Increasing Sales and Marketing Competitiveness Recorded: Jun 26 2013 46 mins
    DAVID BARAK (Director of Marketing), LARRY PETRONE (Head of Research), JULIA BINDER (Director of Research)
    More than a buzzword, leading asset managers and insurers are using predictive analytics today to target profitable business opportunities and increase sales. In this interactive webinar on predictive analytics, kasina will explore selected current uses and additional competitive advantages firms can gain in retaining customers, managing marketing budgets more effectively and increasing product adoption. Detailed findings and recommendations on predictive analytics can be found in kasina’s study on Increasing Business Impact with Predictive Analytics, published in April, 2012.

    * Why leading firms use predictive analytics
    * Risks for firms without predictive analytics tools
    * What predictive analytics is
    * How firms are using predictive analytics today
    * Additional uses in other industries
    * Getting started and integrating throughout the business

    Throughout this interactive webinar, viewers will have opportunities to ask questions and participate in polls. This webinar will be co-moderated by kasina's Julia Binder (Director of E-Business Research), Larry Petrone (Research Director) and David Barak (Director of Marketing).
  • A New Approach to Advisor Segmentation Recorded: Jun 21 2012 34 mins
    Larry Petrone (Director of Research), Jesse Mark (Research Analyst), David Barak (Director of Marketing)
    Join kasina as we discuss emerging trends and insights in advisor segmentation. Larry Petrone, Director of Research, and Jesse Mark, Research Analyst will be discussing kasina's recent report on The Five Advisor Segments: A New Approach to the Intermediary Market, along with various findings from kasina’s distribution research.

    In an environment of increasing commoditization of products, customer experience becomes a key differentiator in product selection. Rather than pushing product to intermediary channels, successful firms provide personalized brand interactions that build focused advisor interest and capture market share. Segmentation plays an integral role in preparing the firm to reach the right customer, in the right way, at the right time, with the right information.

    Topics covered:
    - Traditional segmentation approaches
    - kasina’s proprietary approach to segmenting the intermediary market
    - Behavioral analysis of one of the five advisor segments
    - Q&A with kasina’s research team
  • Replicating the High-Touch Model Online Recorded: Oct 26 2011 47 mins
    Lee Kowarski, Principal and Co-Founder, kasina; Paul O'Connell, Putnam Investment; Devon McConnell, JP Morgan
    Join kasina and other industry leaders as we discuss financial intermediaries' evolving online presence. Our panel of e-Business experts from leading firms will be discussing kasina's recent report on the Top 10 Web Sites for Financial Intermediaries , along with various e-Business initiatives of asset managers and insurers.

    The quality of a firm's Web site capabilities is more critical than ever before. With over 300,000 advisors in the industry, even the largest firms can only reach a small fraction of available assets with traditional wholesaling coverage. Firms that excelled in 2011 use the advisor Web site as an integral part of their sales and marketing efforts. Top firms build sites that complement wholesalers' focus, deliver targeted, personalized capabilities, and provide valuable support to advisors.

    Topics covered:
    - Replicating the high touch model online
    - Enhancing user experience with intuitive, advisor-centric design and navigation
    - Telling a compelling story about the firm
  • Meeting Advisors' Online Expectations Recorded: Sep 22 2011 50 mins
    Steven Miyao, CEO and Co-Founder, kasina; Catherine Heron Carroll, SVP, Allianz Global Investors Distributors; J.P. Morgan
    Join us and industry leaders as we discuss financial intermediaries’ rapidly expanding expectations around online content and functionality, including the unveiling of findings from kasina’s yet-to-be-released 2011 “What Advisors Do Online” report.

    Advisors expect a quality digital experience on multiple platforms, and they go wherever that experience is available. Quality and ubiquity of content and user experience is essential in capturing advisors’ mind share, and ultimately more assets. Like all of us familiar with online news, shopping, games and social sites, financial advisors have become accustomed to attractive, interactive interfaces that deliver instant information and results. Productive advisors, who value efficiency more than ever in their busy work days, expect asset managers and insurers to provide quality online capabilities. In fact, two-thirds of advisors say that the quality of a firm’s online capabilities impacts their usage of that firm’s products.

    Join Steven Miyao, CEO and Co-Founder of kasina, to hear results from kasina’s yet-to-be-released 2011 “What Advisors Do Online” study, as well as a discussion with industry leaders about how advisors’ expectations for a firm’s digital footprint have expanded beyond the Web site and e-mail to include key features of social networking and mobile access.

    Topics covered:

    - Advisors’ expectations for digital experiences
    - How wholesalers influence advisor online usage
    - Advisors and professional use of Social Networks
    - Mobile access and future among advisors
    - Importance of Integrated Systems
  • kasina - Evolving Distribution Recorded: Jun 24 2009 34 mins
    Steven Miyao, CEO kasina; Moderated by Anu Heda, Senior Managing Consultant
    The asset management industry faces significant change in light of the erosion of its profitability. Firms have already downsized cost structures by an average of 12%, but despite these efforts, kasina estimates that net profit margins industry-wide have fallen from 20% to 8% over the past year.

    Compounding the financial pressure are three trends that will force asset managers to transform existing distribution strategies: increasing centralization of investment decisions, escalating wholesaling costs, and increasing firm/distributor complexity.

    In order to gain a clearer understanding of emerging trends kasina conducted a financial analysis of publicly-traded asset managers, surveyed 40+ leading industry distribution executives, and interviewed key executives at the industry's largest distributors, including, Bank of America, LPL, Merrill Lynch, Morgan Stanley, Smith Barney, and UBS.

    Please join kasina's CEO, Steven Miyao for an interactive discussion of our findings.
  • Using the Web for Cost-Effective Distribution Recorded: Apr 20 2009 47 mins
    Michael W. Ma
    In this presentation, kasina, a consultant to distribution leaders of the asset management and insurance industries, will share findings from its latest report "Using the Web for Cost-Effective Distribution." Given current market conditions and the distribution challenges of scale our industry is facing, kasina’s newest report demonstrates that wholesaler efficiency is significantly improved by the strength of a firm’s Web site.
  • The Asset Manager's Guide to using Web 2.0 Recorded: Mar 17 2009 35 mins
    Anurag Heda
    In this discussion kasina, the world’s leading consultancy to the asset management industry, discusses the opportunities to implement low-cost, interactive Web 2.0 technologies to bolster the bottom line. Web 2.0 technologies offer a rare combination of low-cost implementation, easy management, and improved knowledge sharing. Attend this 45 minute session to learn more.
The place to think differently about distribution
kasina is a firm that likes to provoke thoughts about how to change the way investment products are bought, sold, and marketed. We will be presenting our thoughts on this channel in hopes of pushing the asset management community to excellence.

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  • Title: The Asset Manager's Guide to using Web 2.0
  • Live at: Mar 17 2009 9:00 pm
  • Presented by: Anurag Heda
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