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If you’re about making digital happen in wealth and asset managers – you’re in the right place.

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Digital WAM is all about events. Getting people together who do the same job in the same sorts of firms. We aim to have quarterly events, you choose the topic, we take care of the rest.

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News, views and resources from the interweb that should be of interest to digital marketing people in wealth and asset management. Not of interest? Get in touch and write a post yourself!

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Adviser Survey

5th January 2017

It’s that time of the year. Retrospective thoughts about the year past. Excited thoughts about the year ahead. So I’ve devised a little survey for financial advisers, planners, wealth managers, and all the other roles who are involved in helping people invest their money sensibly. It’s partly for a conference I’m speaking at and partly as … Read more

It’s Not About What or How! – Dawid Konotey-Ahulu

22nd December 2016

We have lost our way. Big time. We are so focused on what we do and how we do it, that we have lost sight of why we do it. If, indeed, we ever knew. The irony is, when it comes down to it, it’s not about What or How, it’s all about Why… …This Why? … Read more

Neil Curham: 3 technology enabled business trends to follow | Clear Path Analysis

21st December 2016

“REGULATORS WILL BE INCREASINGLY FOCUSED ON THE REVENUE, VALUE AND REWARDS ACROSS THE INDUSTRY, PARTICULARLY AS IT BECOMES CLEAR THAT THE CURRENT INDUSTRY MODEL WON’T BE SUFFICIENT FOR FUTURE ECONOMIC OR POLITICAL NEEDS.” An interview with Neil Curham, Executive Director, Alpha Financial Markets Consulting. Zara Amer, Head of Content, Clear Path Analysis: Which three trends … Read more

Getting To Grips With Data-Driven Optimisation Event – Mezzo Labs

21st December 2016

Getting To Grips With Data-Driven Optimisation was the first in our new “Getting To Grips” series. This was the best attended event Mezzo Labs has ever had and we’re only hoping to build on this in the future. We were delighted to have three highly-engaging guest speakers, plus Mezzo Labs’ very own Head of Optimisation, Steve Keightley, … Read more

Survival of the fittest – Casey Quirk

20th December 2016

SURVIVAL OF THE FITTEST: DEFINING FUTURE LEADERS IN ASSET MANAGEMENT Secular catalysts such as technology, regulation and shifting buyer demands are presenting asset management firms worldwide with the greatest challenges they have faced to date. Investment performance is necessary, but no longer sufficient, for success. This paper outlines the bold, transformative changes in business models … Read more

What Crash Diets And Digital Transformation Have In Common – Post*Shift

20th December 2016

 Too often, both crash diets and Digital Transformation go for appearances at the expense of lasting results. Today’s Digital Transformation case studies are mostly technology deployments, with some digital labs or hackathon sparkle dust thrown on top. Even efforts to redesign the customer experience fixate on the external face of the organisation. While important, this … Read more