Wealth managers and private banks communicate with their clients through multiple channels. In addition to the communication with personal advisors, publications play a major role: client magazines, newsletters, research notes, blogs, videocasts, audiocast and many other publication formats are available. Whereas a few years ago most clients received publications in print via post, today electronic formats are more and more common. The latest trends are magazine formats that can be read on tablet devices like the iPad.
Presently one of our analyst teams is investigating e-publications and e-magazines of wealth managers around the globe. In many cases we’ve found little strategic thinking behind the publication approach . Often the content is highly academic or theoretical, dealing mainly with macroeconomic topics. In other cases we’ve seen little segment specific content. We have also observed that content, delivery and quality are often not in line with client needs. But how should a good e-publication strategy look? How should wealth managers and private banks spend their resources? What are today’s best practices? And what will the future bring for e-publications?
If you think these are also critical questions for the marketing strategy of your organization you can look forward to our upcoming report “E-Publications for Wealth Management” (due in August).