Meeting Advisors' Online Expectations

Presented by

Steven Miyao, CEO and Co-Founder, kasina; Catherine Heron Carroll, SVP, Allianz Global Investors Distributors; J.P. Morgan

About this talk

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

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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.