Replicating the High-Touch Model Online

Presented by

Lee Kowarski, Principal and Co-Founder, kasina; Paul O'Connell, Putnam Investment; Devon McConnell, JP Morgan

About this talk

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

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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.