In-Depth Findings Review: Next-Generation Distribution Enablement

Based on surveys with 35+ asset management firms (including a number of SME Forum members), and over 100 financial advisors, Bill Sheldon, SVP leading MarketBridge’s Financial Services practice, shares research and insights on how changing market dynamics are evolving sales, marketing, and distribution effectiveness. Most importantly, the research identifies what asset managers must do to transition to next-generation distribution—or risk falling further behind.

Asset Management Outlook: Next-Generation Distribution Enablement

We analyzed 35+ firms across a mix of firm sizes/AUM and distribution channels, and surveyed over 100 financial advisors on their relationships with AMs. Download the report for what asset managers are innovating and prioritizing to transform distribution enablement.

Distribution Enablement 2021 – How Asset Managers Can Enable Financial Advisors

Last year, distribution enablement changed overnight as the industry went virtual. In this on-demand session, we present our recent survey results as Financial Advisors navigate the post-COVID landscape, face new needs and expectations, and engage with Asset Management firms differently than before.

Research on Changing Consumer Perceptions in Financial Services

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Bill Sheldon, SVP at MarketBridge Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions. In a business environment of accelerating change, it is especially important to […]

Executing on Your Immediate Response to FinTech Disruption

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge. In any important endeavor, the proverbial rubber hits the road in its attempted execution. While “execution” per the dictionary has a primary definition of carrying out or putting into effect a plan […]

Consumer Perceptions in Investment Management

Fintech disruptors – like Betterment, Wealthfront, Robinhood, and others – are revolutionizing the industry, leading with digital-first offerings. Despite the rise in these disruptors, our research found many consumers are unwilling to give up “traditional” services and offerings. Download our report containing six major statistical findings as consumers navigate Investment Management options, services, and solutions​.

Developing Your Immediate Response to FinTech Disruption

This blog is based on an interview conducted by Bill Hortz, Founder of the Institute for Innovation Development with Steven Lewis, SVP at MarketBridge Fintech entrants are creating financial services industry disruption by changing the customer value equation and causing a major impact on consumers’ behavior. Fortunately, the history of innovation and the design thinking […]

Activating Competitive Response to Fintech Disruption

Access our on-demand webinar to learn how Financial Services incumbents can capitalize on the advantages they already have and execute tactical go-to-market actions to respond to FIntech competition.

Fintech Disruption Go-to-Market Toolkit

Shifting demographics, consumer preferences, and expectations are massively disrupting the once predictable financial services industry. In an effort to identify which incumbent strategies to promote advantage, we analyzed over 100 financial services and fintech companies and surveyed 1,500 consumers across banking and payments, insurance, and investments.

Levers for Disruption: How Incumbents Can Compete Against Fintech

The history of fintech (financial technologies) may be rightfully traced to 1915 with the advent of wire funds transfer via telegraph and Morse code. The ensuing confluence of technology, digitization, and globalization throughout the twentieth century revolutionized all aspects of global financial systems…